Issue/Symptom/Question

Please clarify what "cost through" relates to on the Calculate Invoices Screen.

Applies To

Calculate Invoices
Billing and Accounts Receivable> Automated Invoice Processing> Calculate Invoices

Contract Completion - Billing Purposes
Billing and Accounts Receivable> Automated Invoice Processing> Contract Completion - Billing Purposes

Select Cost Through Date

Job T&M Invoicing

Job Lump Sum Invoicing

Resolution/Fix/Answer

The Select Costs Through Date, as found on the Calculate Invoices Screen, controls what will be pulled into the billing cycle:

For Time and Material Billings:  All costs not previously invoiced, with a transaction date on or before this date will be pulled into the invoice cycle (assuming they are associated with a Line Item in the Invoicing Cycle).

For Lump Sum Billings: The select Costs Through date  controls which entries in the "Contract Completion - Billing Purposes" screen get pulled into the invoicing. This is determined by looking at the "Date" field on the "Contract Completion - Billing Purposes" and pulling in all Entries (not previously used by a billing process) with:

• A Date Less than or equal to the "Select Costs Through Date" AND
• The line item has an invoicing cycle equal to the value found in the Invoice Cycle field on the "Calculate Invoices" screen