Create New Billing Schedule Checklist

Purpose:

Verify which billing dates will be added to the schedule, adjust their exact dates (for example, change a Saturday to a Monday), and change the Billing Amount or Revenue/Cost Id if needed.

Usage:

Required to complete Create New Billing Schedule from Old function. Note that after adding these dates, the Contract Invoices can be printed and then posted.

Reports:

See Report PM Billing List for details on running this useful ‘predictor’ report.

Important Fields:

OK
This field enables you to select billings to be scheduled. By default, no billing dates are selected. Double-click on the Ok field to select or deselect an item (alternately, press the spacebar when the caret appears on this field); a check appears in the Ok field when that pm is selected. Refer to the Important Buttons section of this Help topic for details on selecting or deselecting all items.

Bill Date:
To adjust the proposed new bill date, you may use the + or - keys, enter the desired date in mmddyyyy format, or double-click to access the Calendar viewer to select a date.

Bill Amount:
By default, the amount from the old bill date appears. This field may be adjusted by the user if needed.

Amount Earned:
By default, the amount from the old bill date appears. This field may be adjusted by the user if needed.

Invoice Description:
By default, the description from the old bill date appears. This field may be adjusted by the user if needed.

Client Site Id: Client Site Name:
These informational fields enable you to verify which new billing dates should be scheduled.

Important Buttons:

image\check.gif Click the Check button to check (select) every item on the list.



image\checkoff.gif Click to de-select every item on the list. image\go.gif Click to add the selected billing dates to the schedule.