Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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For more information:Searching Online Help

Report Options Tab

Use this tab to format your milestone/percent complete bills.

You can print up to five different columns of information on the bill. You can create customized headings for each of these columns and specify the order in which they appear. Options also exist for printing various data in the header and footer.

Columns

You can select up to six different columns of information to print on the bill: Scheduled Value, Percent Complete, Amount Billable, Current Amount Due, Previous Amount Billed, and Current Retainage. To print a column of information, select the corresponding check box. The Current Retainage check box is available only if you selected LINE ITEM in the Retainage field in the main screen.

Field Description
Column No.

Enter a column number from 1 to 5 for each selected column. This number designates the order, left to right, in which the columns are printed. If you have selected a column to print, you must designate a column number.

Column Header

Describe the column contents.

Heading

Use this group box to control the options for printing additional data in the heading of the invoice.

Field Description
Bill Number

Select this check box to print the bill number. You can enter the bill number on the Addresses tab of Manage Milestone Percent Complete Bills.

Statement of Work

Select this check box to print the statement of work. You can enter the statement of work on the Statement Of Work tab of Manage Milestone Percent Complete Bills.

Customer Purchase Order Number

Select this check box to print the customer purchase order number. The customer purchase order number comes from the Details tab of the Manage Project User Flow screen. You can modify this PO number on the Bill Details tab of Manage Milestone Percent Complete Bills.

Prime Contract Number

Select this check box to print the prime contract number. You can enter the prime contract number on the Details tab of the Manage Project User Flow screen.

Task Order Select this check box to print the task order number. The task order number comes from the Details tab of the Manage Project User Flow screen. You can modify this task order number on the Bill Details tab of Manage Milestone Percent Complete Bills.
Subcontract Select this check box to print the subcontract number. The subcontract number comes from the Details tab of the Manage Project User Flow screen. You can modify this subcontract number on the Bill Details tab of Manage Milestone Percent Complete Bills.

Footer

Use this group box to select information to be printed in the footer section of the bill.

Field Description
Previous Amount Billed

Select this check box to print the cumulative previous amount billed in the footer of the bill. Note that this value is the previous amount billed only for the billing lines that compose the current amount due. In other words, it does not include retainage, sales tax, or miscellaneous charges. You can view this amount on the Summary Information tab.