Detail Levels Subtask
Use this subtask to enter lower-level (or "backup") bills, which are used to support the actual bill entered on the main screen.
The amounts from these backup bills are summarized on the bill. Back-up bills use the same company-wide invoice number and bill number, if used as the actual bill. They are not separately posted or tracked on the aging reports. You cannot modify any of their amounts on the Manage Standard Bills screen; you must make modifications to the actual bill. The purpose of the backup bills is to provide billing information at a more detailed level. Within this screen, you also have the option to print supporting schedules for the lower-level bills. Note that projects with a billing formula of Progress Payment do not have supporting schedules.
Contents
| Field | Description |
|---|---|
| Project |
Enter, or click
|
| Project Name |
This non-editable field displays the name of the selected project. |
| Print Supporting Schedule |
Select this check box to have this specific lower-level bill generate a supporting schedule. You can print standard bills and supporting schedules from the Print Standard Bills screen. |
to select, a valid lower-level project. Only projects that have been set up on the Basic Info tab of the Manage Project User Flow as lower-level projects are available for selection.