Bill Control Summary (Inquiry)

Additional Information

The Bill Control Summary Inquiry allows you to display project Bill Controls for a Biller / Project Accountant to review so they can see what has been billed on a project bill term.

The Bill Control Summary Inquiry provides authorized users the ability to view attachments on documents. See attachments for more information.

Restrictions

The inquiry contains the following default restrictions:

  Restriction Description
Project

Enter or select a project to further limit the list.
Bill Control Enter or select from the categories of information you want to specify.

The following optional restrictions are available:

  • Bill Client
  • Bill Control Summary Status
  • Bill Cycle
  • Bill Term
  • Bill Term Contract
  • Biller
  • Client
  • Fee Remaining
  • Fee Type
  • Organization Map
  • Organization Map Level
  • Project Administrator
  • Project Client
  • Project Client Parent
  • Project Company
  • Project Contract
  • Project Director
  • Project Manager
  • Project Organization
  • Project Owner
  • Project Status

Results

The inquiry contains a first level of project information, which includes Project Code, Project Name, Bill Term Code, Bill Term Name, Task Name, Bill Task Name, Amount, and Status (Bill Control Summary Status).

The following optional columns of information are available:

  • Activity Type Code
  • Activity Type Name
  • Agency Pool Type Code
  • Agency Pool Type Name
  • Bill Client Code
  • Bill Client Name
  • Bill Control Attribute Values
  • Bill Control Code
  • Bill Control Name
  • Bill Cycle Code
  • Bill Cycle Name
  • Bill Fee Type Code
  • Bill Fee Type Name
  • Bill Surcharge Code
  • Bill Surcharge Name
  • Bill Task Code
  • Bill Term Contract Code
  • Bill Term Contract Name
  • Biller Code
  • Biller Name
  • Budget Category Code
  • Budget Category Name
  • Client Code
  • Client Name
  • Cost Basis
  • Effort Basis
  • Employee / Vendor / Client Code
  • Employee / Vendor / Client Name
  • Equipment Code
  • Equipment Name
  • EVC Type
  • Fee
  • Fee Remaining
  • Fee Type Code
  • Fee Type Name
  • Hours Type Code
  • Hours Type Name
  • Is Bill Amount
  • Labor Bill Class Code
  • Labor Bill Class Name
  • Labor / Expense
  • Organization Map Level 2 Name
  • Organization Map Level 3 Name
  • Organization Map Level 4 Name
  • Organization Map Level 5 Name
  • Organization Map Level 6 Name
  • Override
  • Overtime
  • Project Administrator Code
  • Project Administrator Name
  • Project Client Code
  • Project Client Name
  • Project Client Parent Code
  • Project Client Parent Name
  • Project Company Code
  • Project Company Name
  • Project Contract Code
  • Project Contract Name
  • Project Director Code
  • Project Director Name
  • Project Manager Code
  • Project Manager Name
  • Project Organization Code
  • Project Organization Name
  • Project Owner Code
  • Project Owner Name
  • Project Status
  • Task Code
  • Task Hierarchy Code
  • Tax
  • Unit Code
  • Unit Name

Bill Control Detail

The inquiry also contains a Bill Control Detail level, which includes Posting Date, Input Document Type, Input Document Source, Document Number, Document Date, Amount, and Status. You can right-click on a Bill Control Detail line item to select the Create Bill Adjustment option. Availability is based on your user security for Bill Adjustment. When selected, a Bill Adjustment tab opens that is populated with the selected Bill Control Summary data.

The following optional columns of information are available:

  • Input Document Suffix Code
  • Input Document Suffix Name
  • Is Bill Amount