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Contents of the Print Indirect Rate Consolidated Retro Bill Worksheet Screen

Use the fields and options to configure the Print Indirect Rate Consolidated Retro Bill Worksheet 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

Use this block to limit the billing schedules that are printed.

Projects

Use these options to select the range of projects for which you want to print billing schedules. You can print billing schedules for all projects initialized on the Manage Project Billing Information screen. If you use billing user groups and/or billing cycles, you can print billing schedules only for those projects that are authorized for your user group and/or billing cycle. 

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

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.

Non-Contiguous Ranges

Select this check box to choose a non-contiguous range of projects to print on the report. Use the Project Non-Contiguous Ranges subtask to select the ranges.

Billing Cycles

Use these options to select the range of billing cycles for which you want to print. Your selection of projects is limited to those included in the range of billing cycles selected. Set up billing cycles on the Manage Billing Cycles screen.

Field Description
Option

Use this drop-down list to select the range of billing cycles 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 billing cycle for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending billing cycle for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Bill Groups

Use these options to select the range of user groups for which you want to print. You are limited to user groups to which you belong. Your selection of projects is limited to those included in the range of user groups selected.

Field Description
Option

Use this drop-down list to select the range of bill 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 bill group for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending bill group for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Project Managers

Use these options to select the range for the project managers you want to include in the report.

Field Description
Option

Use this drop-down list to select the range to use in specifying project managers to include in the report. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the project manager which will be the beginning of the range. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the project manager as the end of the range. If you select All, One, or To End in the Option field, this field is inactive.

Invoices

Use these options to select the range of invoices you want to print. Invoices within this range for the projects selected are printed.

Field Description
Option

Use this drop-down list to select the range of invoices 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 invoice for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending invoice for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Options

Use this block to select printing options and other data to be included in the worksheet.

Print Schedules for:

Field Description
Unselected Invoices

If you select this check box, invoices with a status of Unselected are printed.

Detail Invoices

Select this check box to print out detail invoices, or leave it blank to print only summary invoices. The detail invoices are identified on the Detail Levels subtask of the Manage Project Billing Information screen.

Include

Field Description
Account Level __ and Below

Select this check box to include account information. Enter the level that you want to include in the report. The default level is 1.

Account ID

Select this option to include the account ID in the report.

Account Description

Select this option to include the account description in the report

Both

Select this option to include both the account ID and description in the report.

Organization Level __ and Below

Select this check box to include the breakdown by organization on the invoice. Enter the level that you want to include in the report. The default level is 1.

Org ID

Select this option to print the organization ID on the report.

Org Description

Select this option to print the organization description on the report.

Both

Select this option to print both the organization ID and description on the report.

Fee Information

Select this check box to include fee amount changes related to the indirect rate changes on the report. This check box is selected by default.

Rolled Up

Select this option to print the fee as a single line on the report.

By Pool

Select this option to print the fee by pool.

By Account/Org

Select this check box to print the breakdown of the fee by account/organization. The account and organization selections specified above will be used.

Note: This check box is enabled when the By Pool check box is selected along with either the Include Account Level or Organization Level check box.

Print

Field Description
Pool Number

Select this check box to include the pool number in the report. The pool description always prints.

Amounts in Whole Currency Units

Select this check box to print the amounts in whole currency units.

Page Breaks

Page breaks are always included based on project ID/fiscal year. You can specify additional page breaks in the following check boxes.

Field Description
By Pool Type

Select this check box to insert page breaks after pool types.

By Individual Pool

Select this check box to insert page breaks after individual pools.

Between Pool Rate and Fee Information

Select this check box to insert page breaks between indirect rate and fee sections of the report.

Note: This check box is enabled when you select the Include Fee Information check box.

The page break on fee is useful when you want to break down fee by pool or by pool/account/organization.

Subtask

Subtask Description
Project Non-Contiguous Ranges Click this link to open the Project Non-Contiguous Ranges subtask for the current record.