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 |
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Parameter ID |
Enter, or click
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
|
Select
Field | Description |
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Withholding Code to Assign |
Enter, or click
|
Code Assignment Option
Field | Description |
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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 |
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Include Inactive Projects |
Select this check box to update inactive projects. |
Use Customer from
Field | Description |
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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 |
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Option |
Use this drop-down list to select the range of projects to be included. Valid options are:
The default for this field is All. |
Start |
Enter, or click
|
End |
Enter, or click
|
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 |
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Option |
Use this drop-down list to select the range of projects to be included. Valid options are:
The default for this field is All. |
Start |
Enter, or click
|
End |
Enter, or click
|
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:
The default for this field is All. |
Start |
Enter, or click
|
End |
Enter, or click
|
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:
The default for this field is All. |
Start |
Enter, or click
|
End |
Enter, or click
|
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:
The default for this field is All. |
Start |
If you selected
One as your
Option, enter, or click
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:
The default for this field is All. |
Start |
Enter, or click
|
End |
Enter, or click
|
Subtasks
Subtask | Description |
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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. |