You use this program to review the billing schedules, relative to projects and contracts, which are due at a specific date.
| Field | Description |
|---|---|
| Start Review | Select this to display the billing schedules in the Schedule Review pane according to your selections in the Review Criteria pane. |
| Change Criteria | Select this to change the criteria according to which you want to display the billing schedules in the Schedule Review pane. |
| Close | Select this to exit the program. |
| Field | Description |
|---|---|
| Contracts | |
| Contract selection | Indicate the contract reference(s) for which to display contracts in the review. |
| Jobs | |
| Job selection | Indicate the job(s), within the contracts, to display in the review. |
| Schedule dates | |
| Schedule up to |
Enter the date up to which to display contracts in the review. Schedules for jobs/contracts due as at or before this date are included in the review. |
| Include options | |
| Include invalid lines |
Select this to display those schedules which can not yet be posted. For example, if you have not yet posted Schedule 1 and Schedule 2 is due after Schedule 1, then it is not displayed unless you select this option. |
This pane displays the billing schedules for the jobs/contracts you selected to include in the review criteria as at the date entered in the Schedules up to field when you select the Start Review function.
| Field | Description |
|---|---|
| Select | |
| Highlighted Lines | Select this to set the highlighted line(s) in the listview to selected for posting. |
| All | Select this to set all lines displayed in the listview to selected for posting. |
| Deselect | |
| Highlighted Lines | Select this to set the highlighted line(s) in the listview to excluded from posting. |
| All |
Select this to set all lines displayed in the listview to excluded from posting. You typically use this function to be able to select only a few lines to post. |
| Post |
Select this to use the Part Billings program to bill the selected lines. Schedules containing errors are not posted. |
| Include deselected lines | Select this to display those lines in the listview which are marked as deselected for posting. |
| Selected | Use this field in the listview to select/deselct the line from posting. |
| Column | Description |
|---|---|
| Selected |
This indicates whether the line is selected for posting. Use this field to select or deselect the line for posting. |
| Error message |
The following errors can occur:
|
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.