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Contents of the Calculate Retroactive Bills Screen

Use the fields and options to configure the Calculate Retroactive Bills 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 retroactive bills that are calculated.

Project

Use these fields to select which projects require retroactive bills.

Field Description
Option

Enter, or click to select, the range of projects for which you want to calculate retroactive billings. Valid options are

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

The default for this field is One.

Start

The value entered in this field varies depending on the Option that you have selected. If you selected All projects, this field is inactive. If you selected One project, enter the project in this field. If you have elected to calculate for a Range of projects, enter the starting project in this field. If you have selected the From Beginning option, this field is inactive. If you have selected the To End option, enter the beginning project for the range in this field.

Use to select values from the appropriate table.

End

The value entered in this field varies depending on the Option that you have selected. If you selected All projects or only One project, this field is inactive. If you have elected to calculate for a Range of projects, enter the ending project in this field. If you have selected the From Beginning option, enter the ending project for the range in this field. If you have selected the To End option, this field is inactive.

Use to select values from the appropriate table.

Bill Groups

Use these fields to select the billing user groups to be included in the retroactive billing calculations. Costpoint calculates billings only for projects that have been assigned one of the selected billing user groups on the Manage Project Billing Information screen. This selection is disabled if the Assign Bills to User Groups check box on the Configure Billing Settings screen is not selected.

Field Description
Option

Select the appropriate range of billing user groups to be included in the billing calculations. Valid selections are

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

Enter, or click to select, the starting billing user group code for the billing user groups to be included in the billing calculations. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending billing user group code for the billing user groups to be included in the billing calculations. If you select All, One, or To End in the Option field, this field is inactive.

Accounting Period

Field Description
Option

This field always displays Range.

Start

Use this group box to select the starting fiscal year, period, and subperiod. This group box is required only if you are billing retroactive loaded labor projects.  

Field Description
Fiscal Year

Enter, or click to select, the starting fiscal year for which you want to calculate retroactive billings. This field is applicable only if you selected the Loaded Labor Rates option. If you selected Indirect Costs, enter the fiscal year in the End group box.

Period

Enter, or click to select, the starting period for which you want to calculate retroactive billings. This field is applicable only if you selected the Loaded Labor Rates option.

Subpd

Enter, or click to select, the starting subperiod for which you want to calculate retroactive billings. This field is applicable only if you selected the Loaded Labor Rates option.

Ending Date

This non-editable field displays the subperiod ending date.

End

Use this group box to enter the ending fiscal year, period, and subperiod you would like to use for your retroactive billings. 

If you selected the Indirect Costs option and the Year to Date Rates option is selected in the Apply Burdening based on group box on the Corporate Settings subtask of the Configure Project Settings screen, you need to enter the fiscal year to be computed and the period for which the new indirect rates are used. The period selected should be the period in which the new rates were entered into the YTD Prov field on the Pool Rates subtask of the Manage Cost Pools screen for all affected cost pools for the selected fiscal year. If burden cost ceilings were entered on the Manage Burden Cost Ceilings screen using an O (Override,) C (Ceiling), or F (Fixed Amount) (C > /O/F field) and the ceiling is applied to A or B in the Apply to R/B/A field, the burden cost ceiling is considered.

If you selected the Indirect Costs option and the Current Period Rates option is selected in the Apply Burdening Based on group box on the Corporate Settings subtask of the Configure Project Settings screen, you need to enter the fiscal year and starting and ending period. You need to enter new rates in the Pd Prov field on the Pool Rates subtask of the Manage Cost Pools screen for all periods within the specified range for all affected cost pools. If burden cost ceilings were entered on the Manage Burden Cost Ceilings screen using an O (Override,) C (Ceiling), or F (Fixed Amount) (C/O/F field) and the ceiling is applied to A or B in the Apply to R/B/A field, the burden cost ceiling is considered.

Field Description
Fiscal Year

Enter, or click to select, the ending fiscal year for which you want to calculate retroactive billings, if you selected the Loaded Labor Rates option. If you selected the Indirect Costs option, enter the fiscal year for which you want to calculate retroactive billings.

Period

Enter, or click to select, the ending period for which you want to calculate retroactive billings.

Subpd

Enter, or click to select, the ending subperiod for which you want to calculate retroactive billings.

Ending Date

This non-editable field displays the subperiod ending date.

Options

Field Description
Period For Rates

Enter the period that is used to calculate the retroactive bill. This field is applicable only if you selected the Indirect Costs option. Costpoint calculates retroactive bills using the provisional indirect rates found on the Pool Rates subtask of the Manage Cost Pools screen for the period entered.

Invoice Date

Enter, or click to select, an invoice date, or use the system date as the default. This date displays in the Invoice Date field on the Manage Standard Bills screen, where it can be edited. This date also displays in the header of the bill when it is printed.

Select Calculation Type

This group box controls the type of retroactive bill you are calculating.

Field Description
Loaded Labor Rates

Select this option if you are calculating retroactive bills that use a loaded labor rate billing formula as defined on the Manage Project Billing Information screen. Select this option for all types of loaded labor rate formulas, including those that apply indirect costs to non-labor accounts. Note that this selection allows you to calculate a bill for revised rates that span earlier fiscal years.

Indirect Costs

Select this option if you are calculating retroactive bills that apply provisional indirect cost rates to direct cost amounts. Select this option for all four types of cost-reimbursable billing formulas as defined on the Manage Project Billing Information screen. Note that you can calculate retroactive bills using the Indirect Costs option for only one fiscal year at a time. The calculation automatically includes the entire current fiscal year.

Include Projects with "Final Billing Completed" checked

Select this check box to include projects that are marked as "final billed" (that is, the Final Billing Completed check box is selected on the Manage Project Billing Information screen for these projects) in calculating retroactive bills.