Pre-Billing Quantity Entry - Field Descriptions

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

Field

Description

Job

Enter a valid job number.

Customer

Enter a valid customer code for this job. There must be a contract already set up for the job and customer specified. If the customer code’s status is set to Not used, then to entry is allowed.

Batch code

Enter the batch code. The batch code window shows all outstanding batches with the batch code, job customer, and number of transactions.

Detail

Group

Enter the unit price billing group.

Bill item

Enter the billing item code. If a new billing item code is entered, the record is added to the billing file.

If you enter a billing item that is not set up for this contract, a window opens to set up billing item details for the contract.

Description

The description field displays the description previously recorded in Contracts.

Um

The unit of measure field displays the unit of measure previously recorded in the Contracts.

Date

Enter a date for this quantity entry or press Enter to accept the default of the current A/R processing date. This transaction file allows multiple entries for the same billing item by recording different dates.

Type

Enter E for engineering or A for actual. The software defaults to Actual or Engineering based on the default entry type selected on the Accounts Receivable Installation > Draw Request tab.

  • If Actual is selected, enter the Actual period quantity.

  • If Engineering is selected, enter the Engineering period quantity and amount.

Actual period qty

Enter the actual period quantity:

  • If Job-to-date method was specified on the Accounts Receivable Installation > Draw Request tab, the software defaults to the last chronological quantity entered for a job-to-date total.

  • If This period method was specified on the Accounts Receivable Installation > Draw Request tab, the software adds all entries with the same billing item and batch code.

Engineering period qty

Enter the engineering period quantity:

  • If This period method was specified on the Accounts Receivable Installation > Draw Request tab, the software adds all entries with the same billing item and batch code.

  • If Job-to-date method was specified on the Accounts Receivable Installation > Draw Request tab, the software defaults to the last chronological quantity entered for a job-to-date total.

Bid quantity

The bid quantity will default from the contract quantity specified for the billing item.

Bid $ amount

The bid amount is the sum of the actual period quantity entered and the bid quantity.