Deltek recommends that you perform certain tasks in Costpoint before running the Milestone Bill report.

Perform the tasks in the following list:

• Set up Project data, including any ceilings

• Set up Customer Information

• Establish Remit to and Bill to Addresses

• Maintain Sales/VAT Tax, if needed

• Set up Project Billing Info

• Maintain Project Sales Tax, if needed

• Set up Maintain/Percent Complete Bills with billing data

If you want to use the optional Billing Cycle or Billing Group prompts, you must perform the following steps within Costpoint to populate the necessary data. These options are optional both in Costpoint and on the report.

• Billing Cycle — To use Billing Cycle on the report, you must first select the Use Billing Cycles check box on the Configure Billing Settings screen. Then establish the Billing Cycle in Projects > Billing > Billing Controls > Manage Billing Cycles. Then link the Billing Cycle to the project via the Manage Project Billing Information screen.

• Billing Group — To use Billing Group on the report, select the Assign Bills to User Groups check box on the Configure Billing Settings screen. Establish the Billing Group in Projects > Billing > Billing Controls > Manage Billing User Groups. Then link the Billing User Group to the Project via the Manage Project Billing Information screen.