Certain tasks must be performed in Costpoint before you run the Standard Invoice with Backup report.

Perform the tasks in the following list:

• Set up project data, including any ceilings, overrides, units data, and PLC rates

• Set up cost pools and associated provisional rates

• Set up customer information

• Establish remit to and bill to addresses

• Set up generic billing formats

• Set up supporting schedule formats

• Set up project billing info

• Manage ACRN bills, if project is subject to ACRN billing requirements

• Use Manage Open Billing Detail to edit transaction records, if necessary

• Load labor rates, if necessary

• Update cash basis Information, if necessary

• Calculate billings

• Make necessary edits in Manage Standard Bills application

• Calculate ACRN billings

• Make necessary edits in the Manage ACRN Bills application