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Contents of the Print Open Billing Detail Report Screen

Use the fields and options to configure the Print Open Billing Detail Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this block to limit the data that are included in the report.

Accounting Period

Use this group box to select the ending period you would like to print. All transactions in Open Billing Detail that are this period or before are printed on the report.

Field Description
Option

This field always displays One.

End Fiscal Year

Enter, or click to select, the fiscal year for which you want to print. All transactions in the Open Billing Detail table that have fiscal years up to and including the fiscal year selected here are printed on the report.

End Period

Enter, or click to select, the period for which you want to print. All transactions in the Open Billing Detail table that have periods up to and including the period selected here are printed on the report.

End Subperiod

Enter, or click to select, the subperiod for which you want to print. All transactions in the Open Billing Detail table that have subperiods up to and including the subperiod here are printed on the report.

Project

Use this group box to limit the projects that are included in the report.

Field Description
Option

Use the drop-down list to select the range of projects you want printed on the report. This range must include, for each project that you want on the report, the Invoice Project (the highest level of the project that you are billing). The transactions that have been posted at and below the invoice project level are included on the report, regardless of whether or not they have been established on the Manage Project Billing Information screen. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, a valid starting project. Costpoint validates the project entered here against the projects entered on the Manage Project User Flow.

End

Enter, or click to select, a valid ending project. Costpoint validates the project entered here against the projects entered on the Manage Project User Flow.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of projects to print on the report. Use the Project Non-Contiguous Ranges subtask to select the ranges.

Bill Groups

Use this group box to print the report for a particular billing user group or a range of billing user groups. This group box is not available unless the Assign Bills to User Groups check box is selected on the Configure Billing Settings screen.

Field Description
Option

Use the drop-down list to select the range of billing user groups for which you want to print the report. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, a starting billing user group.

End

Enter, or click to select, a valid ending billing user group.

Options

Field Description
Suppress Cost

Select this check box to suppress the labor cost on the report. If your user ID has been set up in Costpoint System Administration to suppress labor, no labor cost amounts are available.

Include Notes

Select this check box to include the notes or comments that have been entered in the transaction screens.

Subtask

Subtask Description
Project Non-Contiguous Ranges If you selected the Non-Contiguous Ranges check box, use the Project Non-Contiguous Ranges subtask to select a noncontiguous range of projects.