Costpoint Online Help

Using the Help Search

Customers Subtask

Use this subtask to identify customer billing addresses and each customer's percentage of responsibility for the billing.

If you have a project for which more than one customer shares the funding, enter each customer, customer name, address code, and percentage of project responsibility in the table window. Costpoint produces a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.

Note: This action is applicable only to standard bills. For milestone bills, you have to create separate bills.

If the customer displays in this screen as a result of a default from the Customer table, you must use this subtask to view the customer before saving the record.

When you enter a new project, the default customer information loads automatically.

Table Window

Field	Description
Customer	The customer for this project from the Basic Info tab of the Manage Project User Flow screen is displayed in this editable column. Use to enter additional customers.
Customer Name	This non-editable field displays the customer name for this project from the Basic Info tab of the Manage Project User Flow screen. Use to enter additional customers.
Address Code	This column displays the address code (based on the billing default address) for the customer entered in the Customer column.
% of Project Responsibility	This column displays 100.00% as a default. If you add one or more customers to this table, modify this column to distribute project responsibility among the selected customers. You cannot save the main screen unless this column equals 100%. If you have a project for which more than one customer shares the funding, enter each customer's ID, address code, and percentage of project responsibility in this table window. Projects set up with a billing formula of Progress Payment can have only one customer. Costpoint produces a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.
Remittance Bank	Enter, or click to select, a bank abbreviation for the company bank account to which the customer should remit payments. Only bank accounts that have been set up in the Manage Company Bank Accounts (US Banks) or Manage Company Bank Accounts (Non-US Banks) are available for selection.
Intermediary Bank	Enter, or click to select, a bank ID for the intermediary bank through which the customer should route payments to you. Only intermediary banks that have been set up in the Manage Intermediary Banks are available for selection. If you select an intermediary bank that is not included in the list of intermediary banks linked to the selected remittance bank, Costpoint will still allow you to save the record. Warning: The data in the Remittance Bank and Intermediary Bank columns are for information purposes only and are not printed on any Costpoint reports.

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Customers Subtask

Use this subtask to identify customer billing addresses and each customer's percentage of responsibility for the billing.

If you have a project for which more than one customer shares the funding, enter each customer, customer name, address code, and percentage of project responsibility in the table window. Costpoint produces a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.

Note: This action is applicable only to standard bills. For milestone bills, you have to create separate bills.

If the customer displays in this screen as a result of a default from the Customer table, you must use this subtask to view the customer before saving the record.

When you enter a new project, the default customer information loads automatically.

Table Window

Field	Description
Customer	The customer for this project from the Basic Info tab of the Manage Project User Flow screen is displayed in this editable column. Use to enter additional customers.
Customer Name	This non-editable field displays the customer name for this project from the Basic Info tab of the Manage Project User Flow screen. Use to enter additional customers.
Address Code	This column displays the address code (based on the billing default address) for the customer entered in the Customer column.
% of Project Responsibility	This column displays 100.00% as a default. If you add one or more customers to this table, modify this column to distribute project responsibility among the selected customers. You cannot save the main screen unless this column equals 100%. If you have a project for which more than one customer shares the funding, enter each customer's ID, address code, and percentage of project responsibility in this table window. Projects set up with a billing formula of Progress Payment can have only one customer. Costpoint produces a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.
Remittance Bank	Enter, or click to select, a bank abbreviation for the company bank account to which the customer should remit payments. Only bank accounts that have been set up in the Manage Company Bank Accounts (US Banks) or Manage Company Bank Accounts (Non-US Banks) are available for selection.
Intermediary Bank	Enter, or click to select, a bank ID for the intermediary bank through which the customer should route payments to you. Only intermediary banks that have been set up in the Manage Intermediary Banks are available for selection. If you select an intermediary bank that is not included in the list of intermediary banks linked to the selected remittance bank, Costpoint will still allow you to save the record. Warning: The data in the Remittance Bank and Intermediary Bank columns are for information purposes only and are not printed on any Costpoint reports.