Overview:

The Costs Never Selected Report displays all costs for a project or projects that are not getting selected for billing. This can be due to a schedule of values costcode mapping issue or missing information from a pricing schedule. A very common example of where this report can be useful is when you are awarded a new cost plus or time and materials contract, you have setup the schedule of values/assigned pricing schedules, and during the first billing process, you want to validate that all costs have been correctly mapped. Costs that are not mapped will not be available for billing and this report provides that transparency. As a general best practice, this report should be generated for all jobs first invoice to ensure the setup of the schedule of values and pricing schedules are complete.

Benefits:

Validate nothing is missing from the invoicing process
Identifies issues in setup

Roles:

Billing Clerk

Additional Content

N/A

Location:

PENTA Reports by Module > Invoicing > Invoice Costs Never Selected > Costs Never Selected Report

Video:

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