Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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For more information:Searching Online Help

Summary Information Tab

Use this tab to view a summary of the invoice amounts on a current and cumulative basis.

Information about the contract value/ceiling and the unallocated value is also provided. All items on this subtask are non-editable, unless your main screen selection for retainage type is TOTAL, in which case you can modify the Previous Retainage and Less Retainage fields.

Invoice Totals

This group box displays invoice information in both your company's functional currency and the billing currency.

Field Description
Total Contract Value/Ceiling

This field displays the sum of the Value Modifications entered for this project on the Manage Modifications screen. This field is not populated if ceilings do not exist on the Manage Total Ceilings screen.

Scheduled Value Entered

This field displays the sum of the Scheduled Value column on the main screen.

Percent Complete

This field is the result of dividing the Total Billable field by the Scheduled Value Entered field.

Total Billable

This field displays the sum of the Amount Billable column on the main screen. Note that this amount does not include miscellaneous charges, sales tax/VAT, or retainage.

Less Previous Amounts Billed

This field displays the sum of the Previous Amt Billed column on the main screen.

Current Amount Due

This field displays the sum of the Current Amt Due column on the main screen.

Less Retainage

The retainage percentage is derived from the Manage Project Billing Information screen. The retainage amount comes from one of three places:

  • When retainage is computed at the total invoice level, it is the result of multiplying the Current Amount Due field by the retainage percentage.
  • When retainage is computed at the line item level, it is the sum of the Current Retainage Due line items from the main screen.
  • You can modify this field if you have selected TOTAL as the project's Retainage type on the main screen.
Tax Amount

This field displays the sales or value added tax calculated on the Misc Charges tab.

Other Charges

This field displays the miscellaneous charges entered on the Misc Charges tab.

Total Amount Due

This field is the sum of the Current Amount Due, Sales Tax/VAT, and Other Charges fields with retainage subtracted.

Exchange Rate

Field Description
Billing to Functional

This field displays the exchange rate used for the invoice displayed.

Other Amounts

Field Description
Unallocated Value

This field is the result of subtracting the Scheduled Value Entered field from the Total Contract Value/Ceiling field.

Previous Retainage

This field is derived from the ITD Retainage field from the previous invoice for this project. When you post the bill, the ITD Retainage becomes the Previous Retainage. This field can be modified. Retainage amounts are displayed in the billing currency.

ITD Retainage

This field is the result of summing the Current Retainage amount and the Previous Retainage amount fields. Retainage amounts are displayed in the billing currency.