Issue/Symptom/Question

Standard Crystal Report - AIA Invoice Report 

Applies To

Penta for Windows

Crystal Report - AIA Invoice Report 

Billing & Accounts Receivable

Resolution/Fix/Answer

Use the American Institute of Architects (AIA) Application and Certificate for Payment form to issue an invoice using official AIA forms.

Prerequisites

• System Option 56 is set to 7.
• On the Contract Information window’s Cost Plus Line Items pop-up window, enter Y or N in the On Invoice? field. If you enter Y, the invoice displays details information; if you enter N, the invoice displays summary information.

Report Code: in_pymtApplAutoForm_p153_cr11.rpt

Available Parameters:

Example Report Results:

Fields

Unit of Measure

• If the On Invoice? field is N, this column is blank for cost plus line items.

• For cost plus and unit price line items, this is the billed unit. For payroll-related transactions, the Unit of Measure is an Hours Type, which is Reg, OT1, or OT2. Cost plus lines also display the date of the charge.

• For lump sum line items, this column is blank.

Quantity

• If the On Invoice? field is N, this column is blank for cost plus line items.

• For cost plus and unit price line items, this is the amount of the invoiced unit.

• For lump sum line items, this column is blank.

Rate

• If the On Invoice? field is N, this column is blank for cost plus line items.

• For cost plus and unit price line items, this is the rate at which the unit is invoiced.

• For lump sum line items, this column is blank.

Extended Amount - This is the invoice amount of the line item. This report totals all line items on the Total Amount Due This Invoice row.