Use the fields and options to configure the Complete Pending Charges Inquiry screen.
Selection Ranges
Use this group box to determine the selection criteria for displaying the pending charges data.
Projects
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the range of projects that are included in the report. The options available are:
- All: The
Start and
End fields are disabled for this option.
- One: The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of projects.
- From Beginning: The
Start field is disabled for this option.
- To End: The
End field is disabled for this option.
|
| Start
|
Enter, or click
 to select, the beginning project ID. If you select
All or
From Beginning in the
Option field, this field is inactive.
|
| End
|
Enter, or click
to select, the ending project ID. If you select
All,
One, or
To End in the
Option field, this field is inactive.
|
Rates Period
| Field | Description |
|---|
| Option
|
Use this drop-down list to select the rates period. The options available are:
- Reporting Current Period: This option uses the current period date from
.
- Planning Current Period: This option uses the current period date from
.
- Costpoint Period: Select this option to manually set the period for the report.
|
| Fiscal Year
|
If you select
Costpoint Period in the
Option field, this field is active. Enter, or click
to select, the fiscal year.
|
| Period
|
If you select
Costpoint Period in the
Option field, this field is active. Enter, or click
to select, the period.
|
| Subpd
|
If you select
Costpoint Period in the
Option field, this field is active. Enter, or click
to select, the subperiod.
|
| End Date
|
This non-editable field displays the end date of the
Fiscal Year,
Period, and
Subpd combination that you selected.
|
Processing Options
| Field | Description |
|---|
| Approved Only
|
This checkbox applies to accounts payable vouchers and journal entries.
|
| Report Style
|
Select how you want to view the pending charges information:
- Drilldown: This option displays lower-level details.
- Flat: This option displays top-level details only.
|
Costpoint Unposted Options
| Field | Description |
|---|
| Purchase Orders
|
Select this checkbox to display pending purchase orders.
|
| Purchase Order Blanket Balances
|
Select this checkbox to display pending blanket orders.
|
| Accounts Payable
|
Select this checkbox to display pending AP vouchers.
|
| Journal Entries
|
Select this checkbox to display pending journal entries.
|
| Requisitions
|
Select this checkbox to display pending requisitions.
|
| Time Sheets - Employees
|
Select this checkbox to display pending time sheets for employees.
|
| Time Sheets - Subcontractors
|
Select this checkbox to display pending time sheets for subcontractors.
|
| Expenses - Subcontractors
|
Select this checkbox to display pending expenses for subcontractors.
|
Time & Expense Unposted Options
| Field | Description |
|---|
| Time Sheets - Employees
|
Select this checkbox to display pending time sheets for employees in T&E.
|
| Time Sheets - Subcontractors
|
Select this checkbox to display pending time sheets for subcontractors in T&E.
|
| Expenses - Employees
|
Select this checkbox to display pending expenses for employees in T&E.
|
| Expenses - Subcontractors
|
Select this checkbox to display pending expenses for subcontractors in T&E.
|
Subtask
| Subtask
|
Description
|
| Pending Charges
|
Use the Pending Charges subtask to display information on pending charges.
|