Printing the A/R Budget Billing Report with Invoice Detail

Overview

Use this job aid to print the A/R Budget Billing Report. The report prints name id number, agreement number, item number, agreement description, start date, end date, reconcile date, billed amount, usage amount, invoice number, invoice date, document type, quantity, quantity unit of measure, unit price, and price unit of measure.

To print an A/R budget billing report with invoice detail:

1. From the Toolbar, click ACR for Accounts Receivable.
2. From the Accounts Receivable menu, select Budget Billing, and then select Budget Billing Reports.
3. Select Print Budget Billing Report.
4. Select A/R Budget Billing Report with Invoice Detail.
5. In the Beginning and Ending boxes, click Lookup or type * and press Enter, and then select the range of information you want to print the report for, or type the range you want to print. Leave blank to print all information.
6. Click OK.
7. In the boxes on this window, type an option - 0 for all values, 1 for equal to, 2 for not equal to, or 3 for greater than, 4 for greater than or equal to, 5 for less than, or 6 for less than or equal to. Leave blank to print all values.
8. Click OK.
9. In the Name Id Number, Agreement Location, and Agreement Number boxes, type a subtotal option - 0 for no subtotals, 1 for subtotal this level, 2 for new page this level, or 3 for subtotal and new page.
10. In the Legend Line box, type a description of what options you selected to print this report.
11. In the Print Budget Billing Detail box, type Yes to print detail, or type N to eliminate detail from the report.
12. In the Print Grand Total Information box, type Yes to print grand total information, or type N to eliminate the grand total information from the report.
13. In the Replace Name Id with Alternate Name Id box, type Yes to print the alternate name id on the report, or type N to print the name id on the report.
14. Click OK.
15. In the Include Which Invoices, type 1 to include all invoices or type 2 to include only those invoices since the last reconcile date.
16. In the Print Invoice Detail? box, type Y to include detail information if print positions are defined, or type N to omit detail information.
17. Click OK.
18. In the Printer box, type the number associated to the place you want your report to print.
19. In the Print Type box, type the number associated to the characters per inch to print the report in.
20. In the Copies box, type the number of copies of the report you want to print.
21. In the Pages From and To boxes, type the page number range you want to print the report for. Leave the boxes blank to print all pages.
22. Click OK.

Learn more about Budget Billing feature:

• Adding an Agreement
• Viewing an Agreement
• Editing an Agreement
• Generating Recurring Invoices
• Enter a Manual Recurring Invoice against Agreement
• Reconciling/Closing an Agreement
• Printing the A/R Budget Billing Report
• Printing the A/R Budget Billing Report with Invoice Detail
• Budget Billing Detailed Instructions