Update Draws to Invoice Entry - Field Descriptions

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

Field

Description

Batch code

Enter the batch code.

Job

Enter the job code. The job description displays to the right of this field. If an alternate bill-to address is specified for the selected contract in Contracts, this address will be transferred to Invoice Entry.

If the job status is 'Completed' and the 'Disallow revenue entry' check box is selected in Job Main Properties, you will not be able to select to bill draw requests referencing a contract for the selected job.

Customer

Enter the customer code. The customer name displays to the right of this field. If an alternate bill-to address is specified for the selected contract in Contracts, this address will be transferred to Invoice Entry.

Appl #

Enter the draw request application number.

G/L date

The period to date associated with the application number will default in this field, or enter a G/L date for this draw request.

Invoice date

Enter the invoice date for this application. Spectrum uses this date to compute the sales tax due based on the current tax rate specified in the Rate History window.

Next?

Select the checkboxes in this column to indicate the software should automatically generate the next draw request application for this job.

Typically, this field will be cleared on the final draw request application when the job is 100% complete and no further change orders are anticipated, and will be selected on all other applications.