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Contents of the Print Project Product Bills Screen

Use the fields and options to configure the Print Project Product 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 range of bills to be printed.

Billing Currency

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the billing currency for the group of bills to print. The default for this field is your company's functional currency.

Select By

Select the manner in which you want to print invoices. Valid options include:

  • Project: Select this option to print by project number.
  • Project Type: Select this option to print by project type.
  • Customer: Select this option to print based on the customer invoiced.
  • Customer Type: Select this option to print based on customer type.
  • Invoice Number: Select this option to print based on one invoice number or a range.
Field Description
Option

Use this drop-down list to select the range of values 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 value 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 value 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 billing user group(s) for which you want to print invoices. You are limited to user groups to which you belong.

Field Description
Option

Select the appropriate range for the billing user group(s) for which you want to print bills. 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.

Options

Use this block to select other details to be included in the bill.

Show

Use this group box to select various printing options.

Field Description
Project Number

Select this check box to print the project number on the invoice.

Project Name

Select this check box to print the project name on the invoice.

Switch Invoice and Bill Number Location

Select this check box to reverse the location of the invoice and bill number. Typically, the invoice number prints in the top left corner of the bill. The bill number prints in the center of the invoice header information.

Invoice Number

Select this check box to print the invoice number on the invoice.

Bill Number

Select this check box to print the bill number on the invoice.

Include

Select one or both check boxes to print only selected bills, only unselected bills, or both. You must select at least one check box to print bills.

Field Description
Selected Bills

Select this check box to print bills with a Selected status.

Unselected Bills

Select this check box to print bills with an Unselected status.

Print

Use this group box to select additional printing options.

Field Description
All Subtotals in Billing Currency Only

Select this option to print invoices in only the billing currency. This is the default setting.

Tax Subtotals in Both Billing and Functional Currency

Select this option to print invoices in the billing currency, but with the Sales/Value Added Tax subtotals in both the billing and functional currencies. This selection is available only when the Billing Currency on this screen is not your company's functional currency.

All Subtotals in Both Billing and Functional Currency

Select this option to print all invoice subtotals in both the billing and functional currencies. This selection is available only when the Billing Currency on this screen is not your company's functional currency.