Contents of the Select Bills for Posting Screen
Use the fields and options to configure the Select Bills for Posting 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
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 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.
Selection Ranges
Use this block to limit the bills that are updated.
Select By
Using the drop-down list, choose the method by which bills are selected. Options are:
- Invoice
- Project
| Field | Description |
|---|---|
| Option |
From the drop-down list, select the appropriate option for the bills you want to update. Valid options are:
The default for this field is All. |
| Start |
Enter, or click
|
| End |
Enter, or click
|
to select, the starting billing cycle for the range you want to include. If you select
Bill Groups
Use this group box to limit the projects to be updated by billing group.
| Field | Description |
|---|---|
| Option |
From the drop-down list, select the appropriate range of billing groups to update. Valid options are:
The default for this field is All. |
| Start |
Enter, or click
|
| End |
Enter, or click
|
Billing Cycles
Use this group box to limit the projects to be updated by Billing Cycle.
| Field | Description |
|---|---|
| Option |
From the drop-down list, select the appropriate range of billing cycles to update. Valid options are:
The default for this field is All. |
| Start |
Enter, or click
|
| End |
Enter, or click
|
Options
| Field | Description |
|---|---|
| Set Billing Status |
Use the drop-down list to select the billing status to be used for updating the selected records. Options are:
All bills within the selected parameters are updated to the status selected here. |
Select Bill Type
Use this group box to select the type of bills that you want to update.
| Field | Description |
|---|---|
| Standard Bills |
Select this option to update standard bills. |
| Progress Payment Bills |
Select this option to update only those bills that have a progress payments billing formula. |
| Update |
Click
|
when you are ready to update the status of the bills using the parameters you have selected.