Customers Subtask
Use this subtask to identify customer billing addresses and each customer's percentage of responsibility for the billing.
If you have a project for which more than one customer shares the funding, enter each customer, customer name, address code, and percentage of project responsibility in the table window. Costpoint produces a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed.
If the customer displays in this screen as a result of a default from the Customer table, you must use this subtask to view the customer before saving the record.
When you enter a new project, the default customer information loads automatically.
Table Window
Field | Description |
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Customer |
The customer for this project from the Basic Info tab of the Manage Project User Flow screen is displayed in this editable column. Use
|
Customer Name |
This non-editable field displays the customer name for this project from the Basic Info tab of the Manage Project User Flow screen. Use
|
Address Code |
This column displays the address code (based on the billing default address) for the customer entered in the Customer column. |
% of Project Responsibility |
This column displays 100.00% as a default. If you add one or more customers to this table, modify this column to distribute project responsibility among the selected customers. You cannot save the main screen unless this column equals 100%. If you have a project for which more than one customer shares the funding, enter each customer's ID, address code, and percentage of project responsibility in this table window. Projects set up with a billing formula of Progress Payment can have only one customer. Costpoint produces a separate bill for each customer identified in this screen, showing each customer's percentage of the total bill computed. |
Remittance Bank |
Enter, or click
|
Intermediary Bank |
Enter, or click
Warning: The data in the
Remittance Bank and
Intermediary Bank columns are for information purposes only and are not printed on any Costpoint reports.
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