Costpoint Online Help

Contents of the Assign Billing Withholding Codes Screen

Use the fields and options to configure the Assign Billing Withholding Codes screen.

Identification

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.

Select

Field Description
Withholding Code to Assign

Enter, or click to select, the billing withholding code to be assigned to the selected billing projects. This utility updates the Billing Withholding Code (PROJ_BILL_INFO. BILL_WH_CD) with the value you select here for the projects that match all the selected criteria on this screen. The withholding code description displays in the field to the right.

Code Assignment Option

Field Description
Assign Code to All (with or without Existing Code)

Select this option to assign the selected withholding code to all selected billing projects, whether or not they currently have an assigned withholding code. The utility also selects the Subject to Withholding check box on the Global Withholding tab of the Manage Project Billing Information screen for any project that does not already have that check box selected.

Assign Only if No Withholding Code Exists

Select this option to assign the selected withholding code only to selected billing projects which do not currently have an assigned withholding code. The utility also selects the Subject to Withholding check box on the Global Withholding tab of the Manage Project Billing Information screen for any project that does not already have that check box selected.

Assign Only if Withholding Code Exists

Select this option to assign the selected withholding code only to selected billing projects which already have an assigned withholding code.

Replace Only Specific Withholding Code(s)

Select this check box to specify particular withholding codes to be replaced. This option is enabled only if the Assign Only if Withholding Code Exists option has been selected.

Billing Projects

Field Description
Include Inactive Projects

Select this check box to update inactive projects.

Use Customer from

Field Description
Billing Master

Select this option to use the customer from the Billing Master (the Customers subtask of the Manage Project Billing Information screen). If a project has multiple customers, and any customer is in the selection range, the project is updated.

Project Master

Select this option to use the customer from the Project Master.

Selection Ranges

Billing Project

Use these options to select the range of billing projects to which you want to assign billing codes.

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. displays billing projects from the PROJ_BILL_INFO table.

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. displays billing projects from the PROJ_BILL_INFO table.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of projects. Use the Project Non-Contiguous Ranges subtask to select the ranges.

Customer

Use these options to select the range of customers to which you want to assign billing codes.

If you selected the Billing Master option in the Use Customer from group box, the application selects customers from the Billing Master (the Customers subtask of the Project Billing Information screen). If you selected the Project Master option in the Use Customer from group box, the application selects customers from the Project Master.

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 customer for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive. If you selected the Billing Master option in the Use Customer from group box, displays customers from the PROJ_CUST_SETUP table (the Customers subtask of the Project Billing Information screen). If you selected the Project Master option in the Use Customer from group box, displays customers from the PROJ table.

End

Enter, or click to select, the ending customer for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive. If you selected the Billing Master option in the Use Customer from group box, displays customers from the PROJ_CUST_SETUP table (the Customers subtask of the Project Billing Info screen). If you selected the Project Master option in the Use Customer from group box, displays customers from the PROJ table.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of customers. Use the Customer Project Non-Contiguous Ranges subtask to select the ranges.

Project Type

Use these options to select the range of project types to which you want to assign billing codes.

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 type for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive. The project types available in are from the PROJ table.

End

Enter, or click to select, the ending project type for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive. The project types available in are from the PROJ table.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of project types. Use the Project Type Non-Contiguous Ranges subtask to select the ranges.

Billing User Group

This group box is enabled only if the Assign Bills to User Groups check box is selected on the Configure Billing Settings screen.

Use these options to select the range of user groups to which you want to assign billing codes.

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. The user groups available in are from the BILL_GRP_USERS table.

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. The user groups available in are from the BILL_GRP_USERS table.

Non-Contiguous Range

Select this check box to choose a noncontiguous range of user groups. Use the Billing User Group Non-Contiguous Ranges subtask to select the ranges.

Billing Formula

Field Description
Option

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

  • All
  • One

The default for this field is All.

Start

If you selected One as your Option, enter, or click to select, the billing formula. The user groups available in are from the BILL_FORMULA_COMP table, based on company ID.

If you selected All as your Option, this field is inactive.

WH Code to Replace

Use these options to select a range of withholding codes to replace. This group box is enabled only if Replace only Specific Withholding Codes is selected in the Code Assignment Option group box.

Field Description
Option

Use this drop-down list to select the range of withholding codes to replace. 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 withholding code for the range you want to replace. If you select All or From Beginning in the Option field, this field is inactive. The withholding codes available when you click are from the BILL_WH_CODE table.

End

Enter, or click to select, the ending withholding code for the range you want to replace. If you select All, One, or To End in the Option field, this field is inactive. The withholding codes available when you click are from the BILL_WH_CODE table.

Subtasks

Subtask Description
Billing Project Non-Contiguous Ranges Click this link to open the Billing Project Non-Contiguous Ranges subtask. Use this subtask to choose a noncontiguous range of billing projects.
Customer Project Non-Contiguous Ranges Click this link to open the Customer Non-Contiguous Ranges subtask. Use this subtask to choose a noncontiguous range of customer projects.
Project Type Non-Contiguous Ranges Click this link to open the Project Type Non-Contiguous Ranges subtask. Use this subtask to choose a noncontiguous range of project types.
Billing User Group Non-Contiguous Ranges Click this link to open the Billing User Group Non-Contiguous Ranges subtask. Use this subtask to choose a noncontiguous range of billing user groups.

This subtask is enabled only if the Assign Bills to User Groups check box is selected on the Configure Billing Settings screen.

Billing Formula Non-Contiguous Ranges Click this link to open the Billing Formula Non-Contiguous Ranges subtask. Use this subtask to choose a noncontiguous range of billing formulas.