Contents of the Create Unbilled Analysis Report Tables Screen
Use the fields and options to configure the Create Unbilled Analysis Report Tables screen.
Create Unbilled Analysis Report Tables
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
Field | Description |
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Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
Description |
Enter, or click
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Selection Ranges
Use this block to limit the projects and subperiods to be included in the table.
Project
Use these fields to select the range of projects to include in the table.
Field | Description |
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Option |
Enter, or click
The default for this field is All. |
Start |
Enter, or click
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End |
Enter, or click
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Ending Subperiod
Use these fields to select the ending subperiod for which to run the report. Revenue and billing data are included in the table, up to and including the fiscal year, period, and subperiod entered in this group box.
Field | Description |
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Fiscal Year |
Enter, or click
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Period |
Enter, or click
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Subperiod |
Enter, or click
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Subsequent Billing Ending Subperiod
Use these fields to select the subsequent billing ending subperiod to include in the table. Use a fiscal year, period, and subperiod in this group box that represents the period in which the bills for the period in the Ending Subperiod group box were posted.
Field | Description |
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Fiscal Year |
Enter, or click
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Period |
Enter, or click
Note: This information will be displayed only on the Detail Report when the Unbilled Analysis Report is created.
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Subperiod |
Enter, or click
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Options
Use this block to select the tables you would like to create.
Field | Description |
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Unbilled Analysis Report |
Select this check box to create the RPT_PROJ_UNBILLED table. |
Unbilled Reason Code Table |
Select this check box to create the RPT_UNBILLED_RSN table. |
Create Unbilled Analysis Report |
Click
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