Bill Style

The Bill Style screen allows you to establish styles for the billing reports defined in Bill Format. These styles allow you to create standards used for client bills. The configuration values that control the bill presentation can be set to default values and optionally "fixed" so those values cannot be changed on the project.

Warning: Making changes to an existing Project’s Bill Structure or Bill Style can introduce a risk that Previous Billings will need to be reallocated. See Bill History Correction Procedure for examples of when to reallocate previous billings, make changes to bill structure when reallocation is not needed and steps required for reallocating correctly.

There are certain conditions in the Bill Structure that, if changed, pose issues in the next Prebill. This will usually come in the form of Previous Billings values being dropped, leading to miscalculated current billings in many cases. The changes that pose issues may include:

1. Changing Constrain Level

2. Adding Parent Tasks

3. Moving Task across Bill Terms

General

In the General area, enter bill style information.

Field

Description

Code

Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.

Name

Enter a name to describe the document. The name does not have to be unique.

Bill Format

Select the bill report to use for this bill style.

Remit Routing

Enter the value that will be used for the remit-to address of the bill when the Remit Routing field on the Project Bill Term is empty.

Report Image

Select the image of the billing report to store for future use.

Note: The report image will not display if the Remit Routing field is empty.

Prebill Backup Style

Select if a Prebill Backup Style should be added to a Bill Style. All Project Bill Terms associated with this Bill Style will also use this Prebill Backup Style. This defaults to blank.

Final Bill Backup Style

Select if a Final Bill Backup Style should be added to a Bill Style. All Project Bill Terms associated with this Bill Style will also use this Final Bill Backup Style. This defaults to blank.

Use Detail File Name

Select this checkbox to determine the naming convention of the Prebill, Final Bill, and the Bill Packet PDF file that is attached to the Prebill and Final Bill documents.

Selecting Use Detail File Name adds the Document Date, Submitter Name, and Date Time to the file name for the following files:

Prebill PDF file: For example, the file name would be Prebill_ProjectCode_BillTermCode_DocumentDate_DocumentNbr_SubmitterName_DateTime.
Prebill Bill Packet PDF file: For example, the file name would be PrebillPacket_ProjectCode_BillTermCode_DocumentDate_DocumentNbr_SubmitterName_DateTime where the Submitter Name matches the Submitter Name of the Prebill Bill Report. The Date Time matches the first time the Packet is created. This may not be the same as the Prebill Bill Report.
Final Bill PDF file: For example, the file name would be Bill_ProjectCode_BillTermCode_DocumentDate_DocumentNbr_SubmitterName_DateTime.
Final Bill Packet PDF file: For example, the file name would be BillPacket_ProjectCode_BillTermCode_DocumentDate_DocumentNbr_SubmitterName_DateTime where the Submitter Name matches the Submitter Name of the Final Bill Bill Report. The Date Time matches the first time the Packet is created. This may not be the same as the Final Bill Bill Report.

Note: The Date Time is added at the time the report submittal is created with this format: yyyymmdd_hhnnss.

Status

Select the status of the document.

EDI Billing Format

Enter or select the active EDI billing format to be used for generation of electronic bills. The default is blank.

Bill Configuration

In the Bill Configuration area, enter the default values for the Bill Configurations used by the bill report.

Note: Only items that require a default, other than the ones defined in the report, or which need to have a locked value, need to be defined here. Any configuration not defined will use the reports default value.

Field		Description
	Configuration	Enter the configuration to use in the selected Bill Format.
	Description	Displays the description of the configuration.
	Value	Enter the value to use as the default for the configuration for the report.
	Bill Format Value	Enter the description of the value associated with the configuration.
	Fixed	Enter the fixed value to indicate if the value can be overridden in the project bill term.