Costpoint Online Help

Contents of the Post Progress Payment Bills Screen

Use the fields and options to configure the Post Progress Payment Bills screen.

Post Progress Payment Bills

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this block to limit the progress payment bills that are posted.

Accounting Period

Use this group box to select the period in which you would like to post your bills. Only the invoices that are marked Selected are posted.

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click to select, the fiscal year in which you want to post invoices.

Period

Enter, or click to select, the period in which you want to post invoices.

Subpd

Enter, or click to select, the subperiod in which you want to post invoices.

Ending Date

This non-editable field displays the subperiod ending date.

Projects

Use these options to select the range of projects for which you want to post invoices. If you are using billing user groups and/or billing cycles, you can post invoices only for those projects that are authorized for your user group and/or billing cycle.

Field Description
Option

Use this drop-down list to select the range of projects to be included. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting project for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Bill User Groups

Use these options to select the range of user groups for which you want to post. You are limited to user groups to which you belong. Your selection of projects is limited to those included in the range of user groups selected.

Field Description
Option

Use this drop-down list to select the range of user groups to be included. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting user group for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending user group for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Billing Cycles

Use these options to select the range of billing cycles for which you want to post. Your selection of projects is limited to those included in the range of billing cycles selected.

Field Description
Option

Use this drop-down list to select the range of billing cycles to be included. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting billing cycle for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending billing cycle for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Process

Click the arrow to the right of and select Post Progress Payment Bills to post the bills. This selection is not available until you print the report.

Process/Print

Click the arrow to the right of and select Print/Post Progress Payment Bills to print the bills, with the posting immediately following.