Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Create Subcontractor Invoices Screen

Use the fields and options to configure the Create Subcontractor Invoices 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.

Selection Ranges

Select the items for which you want to create the invoices. Note that when you select a range of options (All, Range, From Beginning, or To End), Costpoint skips any unqualified records without displaying any messages. If you select One and the record you specified is not qualified, Costpoint displays an error message.

Purchase Order

Select the range of subcontractor agreement purchase orders for which you want to create the invoices.

The Lookups in the Start, End, and Rlse fields include the list of purchase orders with type Subcontractor Agreement (PO_HDR.S_PO_TYPE = A) and Subcontractor Agreement Release (PO_HDR.S_PO_TYPE = L).

Field Description
Option

Select the range option from the drop-down list. The options available are:

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

Enter, or click to select, the beginning purchase order number for the range.

If you select All or From Beginning in the Option field, this field will be inactive.

Rlse

Enter, or click to select, the starting purchase order release number.

End

Enter, or click to select, the ending purchase order number for the range.

If you select All, One or To End in the Option field, this field will be inactive.

Rlse

Enter, or click to select, the ending purchase order release number.

Vendor

Select the range of vendors for which you want to create the invoices.

Field Description
Option

Select the range option from the drop-down list. The options available are:

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

Enter, or click to select, the beginning Vendor ID for the range.

If you select All or From Beginning in the Option field, this field will be inactive.

End

Enter, or click to select, the ending Vendor ID for the range.

If you select All, One or To End in the Option field, this field will be inactive.

Project

Select the range of projects for which you want to create the invoices.

Field Description
Option

Select the range option from the drop-down list. The options available are:

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

Enter, or click to select, the beginning project ID for the range.

If you select All or From Beginning in the Option field, this field will be inactive.

End

Enter, or click to select, the ending project ID for the range.

If you select All, One or To End in the Option field, this field will be inactive.

Work Assignment

Select the range of work assignments for which you want to create the invoices.

Field Description
Option

Select the range option from the drop-down list. The options available are:

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

Enter, or click to select, the beginning work assignment ID for the range.

If you select All or From Beginning in the Option field, this field will be inactive.

End

Enter, or click to select, the ending work assignment ID for the range.

If you select All, One or To End in the Option field, this field will be inactive.

Timesheet Line/Expense Report Date

Select the range of timesheet line or expense report dates for which you want to create the invoices.

Field Description
Option

Select the range option from the drop-down list. The options available are:

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

Enter, or click to select, the beginning timesheet line or expense report date.

End

Enter, or click to select, the ending timesheet line or expense report date.

Generate

Invoice Number

Use this group box to identify whether to use the PO or Voucher number as subcontractor invoice number.

Note: If the Allow Duplicate Invoice Numbers check box is clear on the Configure Accounts Payable Voucher Settings screen, any duplicate invoice number generated will have a suffix. For example, -A.
Field Description
PO

Select this option if you want to use the PO number as the subcontractor invoice number.

Invoice Control No.

Select this option if you want to use the invoice number as the subcontractor invoice number.

Starting Invoice Control No.

Enter the starting invoice control number to assign to the generated subcontractor invoices when auto-assignment is not available.

Accounting Period

Use this group box to assign the fiscal year, period, and subperiod on the subcontractor invoices that you want to create.

If the Prime Subcontractor Invoice Date is entered, the corresponding fiscal year, period, and subperiod are displayed.

Field Description
Fiscal Year

Enter, or click to select, the fiscal year.

Period

Enter, or click to select, the period.

Subperiod

Enter, or click to select, the subperiod.

Invoice Date

Enter, or click to select, the invoice date to load on the invoices to be generated.

Effective Billing Date

Select an option to assign the effective billing date on generated invoice lines from the drop-down list:

  • Timesheet Line Date
  • Timesheet Date
  • Subperiod End Date
Create Subcontractor Invoices

Click drop-down and select Create Subcontractor Invoices on the toolbar to create subcontractor invoices.