Print Draw Request Billing - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field

Description

Job

Enter the job to be billed, or press Enter to accept the software default of ALL.

Customer

Enter the customer to be billed, or press Enter to accept the software default of ALL.

Application

Enter the application number to be billed, or press Enter to accept the software default of ALL.

Application date

Enter the first and last application dates to be billed, or press Enter to begin with the earliest date and end with the current Accounts Receivable processing date.

Update status

Select Unposted billings to print only unposted items, or All billings to print all billings.

Sort by

Select Customer to print the draw requests in sequence by customer, or Job/Application # to print the draw requests in sequence first by job number, then by application number.

Subtotal on billing item

Select this checkbox if a subtotal should print for each billing item. This field applies to fixed price contracts only.

The Which digit? field displays only if you selected the Subtotal on billing item checkbox. This allows you to group billing items. For example, to group items 001-090, 100-199, 200-299, 300-399, and so forth, enter 1 to have the subtotal break on the first digit. To group items 001-009, 010-019, 020-029, 110-119, and so forth, enter 2 to have the subtotal break after the second digit of the billing item number.

Cost group

Enter the cost group you want to include on the report, or press Enter to print ALL cost groups on the report. Spectrum will verify that you have permission to access any cost groups/cost centers selected before proceeding.

Note: This field displays only if the Enterprise Installation screen’s Use cost centers option is set to Yes or Pending in this company.

Format

Select the report format you want to create:

  • General format

  • Subcontract format

  • General with customer balance

  • Subcontract with customer balance

If you select either of the General formats, the Draw Request Billing- Gen. Format will become the default report. If you select either of the Subcontract formats, the Draw Request Billing- Sub. Format will become the default report.

If the General with customer balance format is selected, the report will include a box including the Total customer balance, Total retention balance and Total customer amount due. However, if the customer has more than one contract, this format will include all invoices and payments related to the customer.

Footer

Enter a message as you would like it to appear on the Crystal report footer. Messages can be up to 70 characters long.

Subcontract billing worksheet

Print fixed price subcontract billing worksheet?

Select this checkbox to print the fixed price subcontract billing worksheet.

Print unit price subcontract billing worksheet?

Select this checkbox to print the unit price subcontract billing worksheet.

Include only active subcontracts?

Select this checkbox to only print active subcontracts; leave this checkbox clear to include active and non-active subcontracts on the printout.