Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Print Progress Payment Bills Screen

Use the fields and options to configure the Print Progress Payment Bills 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 progress payment bills that are printed.

Projects

Select the range of projects for which you want to print progress payment bills. You can print bills for all projects initialized on the Manage Project Billing Information screen with the Progress Payment billing formula. If you are using bill user groups and/or billing cycles, print bills only for those projects that are authorized for your user group and/or billing cycle.

Field Description
Option

Use this drop-down list to select the range of projects to be included. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the starting project for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Non-Contiguous Ranges

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.

Invoices

Select the range of invoices you want to print. Invoices within this range for the projects selected are printed.

Field Description
Option

Use this drop-down list to select the range of invoices to be included. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the starting invoice for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending invoice for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Billing Cycles

Select the range of billing cycles for which you want to print. Your selection of projects is limited to those included in the range of billing cycles selected.

Field Description
Option

Use this drop-down list to select the range of billing cycles to be included. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the starting billing cycle for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending billing cycle for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Bill Groups

Select the range of user groups for which you want to print. You are limited to user groups to which you belong. Your selection of projects is limited to those included in the range of user groups selected.

Field Description
Option

Use this drop-down list to select the range of bill groups to be included. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the starting bill group for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending bill group for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Project Managers

Use these options to select the range of project managers you want to print.

Field Description
Option

Use this drop-down list to select the range of project managers to be included. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the starting project manager for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project manager for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Options

Use this block to set options for printing and including invoices with an Unselected status.

Select Printing

Use this group box to select print options.

Field Description
Override Invoice (Box 8B) Date

Selecting this check box overrides Box 8b on the printed progress payment bill, but it does not change the Invoice Date that is posted. Before posting these bills, edit the Box 8B - Date of This Request date on the Section 1; Box 3–8 tab on the Manage Progress Payment Bills screen for each bill you print so that the invoice date that is posted matches the date printed on these bills.

Invoice Date

Enter the invoice date that you want to print in line 8B of the Progress Payment Bills. This date is used only for bills that do not have an invoice date entered on the Manage Progress Payment Bills screen.

Include Unselected Invoices

Select this check box to print bills that have an Unselected status. You can print bills with either an Unselected or Selected status, but you can post only Selected bills.

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.