Costpoint Online Help

Using the Help Search
Using the Help Search
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Header Tab

Use this tab to view an invoice summary, and information on the posting of the bill.

You cannot modify this tab if the Allow User to Edit Bills check box is cleared on the Manage Project Billing Information screen. You can modify only the header of the actual bill; "backup-only" bills (bills that provide billing detail at a lower level than the level at which the bill is printed/posted) cannot be modified.

Bill Details

Field Description
Used For

This non-editable field displays the purpose of the bill: Actual or Backup-Only. Backup-Only bills provide supporting detail for the Actual bill.

Project Bill Number

This field displays the project-specific bill number assigned to this bill. If the Enable Project Specific Bill Numbering check box is selected on the Configure Billing Settings screen, each project has its own bill number sequencing. You initialize this bill number on the Project Billing Information screen, and it is incremented each time you post a bill. Note that this bill number is used in addition to the company-wide invoice number. It does not replace the company-wide invoice number.

Terms

Use the drop-down list to select the terms that should be printed on the bill. You must have already established selections on the Manage Customer Terms screen. The default is the terms that were specified for this customer in the Manage Customers screen.

Post Sequence Number

This non-editable field displays the number of the bill posting sequence. It records the bill posting routine number for the unique fiscal year, period, and subperiod. Normally this field is blank. If you see a number here, this means another Costpoint user is currently posting the bill.

Receivable Account Information

This group box displays receivable account information that is used when the bill is posted. These fields can be modified.

Field Description
Account

This field displays the receivable account to which the bill is posted. The default is the account with the function code of Billed A/R within this project's project account group.

is available if you need to select a different account.

Organization

This is the organization to which the bill is posted. The default is the Owning Org of the project. is available if you need to select a different organization.

Ref 1

If you are using reference numbers for data entry, Enter, or click to select, a valid reference number 1.

Ref 2

If you are using reference numbers for data entry, Enter, or click to select, a valid reference number 2.

Bill Heading

Enter the text you want printed in the heading of this bill. You can enter a maximum of 254 characters. You can set up a default bill heading on the Other Info tab of the Manage Project Billing Information screen.

iRAPT Information

Field Description
Included in iRAPT File

If this check box is selected, this indicates that the bill has been included in a iRAPT file. Although you can modify this check box, you should exercise caution when doing so because it may cause the file to be included in more than one iRAPT file. 

If you recalculate the bill after including it in a iRAPT file, Costpoint clears this check box.

File Name

If the bill was included in a iRAPT file, this field displays the file name.

Alt File Location

If the bill was included in a iRAPT file, this field displays the output path used when the file was created.