Dynamics Community Forum Thread Details

Hi Richard,

The could be a lot of moving pieces to this question that determine what the solution would be. This would probably be better suited for a support case, but you could give this a shot:

The best way to test or try out multiple formats to find which format suits you best or is the closest to the format that you are trying to achieve, would be by using these steps. I have also attached a chart with the names of each report as well as their Key which you will reference in the steps below. 33 through 53 are the most commonly used that we see overall.

What I would recommend doing is the following.

1. (Project > Setup > Billing > Billing Format button)

1. Create a new Billing Format
2. You can mark it as default for now.
3. Insert every (non-FP/CP since you are not using those) billing report
4. Save

2. (Project > Transactions > Billing > Print Biller Documents)

1. Enter your Billing Document example in the range.
2. Use your ‘New’ billing format.
3. Mark the ‘Override’ button (this forces GP to print your list of billing formats instead of what is defined on the customer/project/contract)

d. Click Print. (note the blank ones will be blank, but after that you will get a preview of each format)

e. Write down the title of the window on the reports that are your favorites or closest to what you want as you will need this for step 3.

3. (Project > Setup > Billing > Billing Report button)

1. In this window you can customize what will print on the report according to the Billing Report Key (reference the attached Excel Sheet)
2. For example depending on which report you select you will have different options like having detailed fees or just fee totals. Also what order you want the transaction types to be in.

Key	Billing Format Name	Billing Format	Report Writer Name
1	T&M Summary A	TM_SUM_A	PA Billing Summary A Report Format
2	T&M Summary B	TM_SUM_B	PA Billing Summary B Report Format
3	T&M Summary C	TM_SUM_C	PA Billing Summary C Report Format
4	T&M Detailed A	TM_DETAILED_A	PA Billing Detailed A Report Format
5	T&M Detailed B	TM_DETAILED_B	PA Billing Detailed B Report Format
6	T&M Detailed C	TM_DETAILED_C	PA Billing Detailed C Report Format
7	T&M Consulting Project	TM_INVOICE_1	PA Billing Invoice Format-Invoice Format 1
8	T&M Consulting Project With Tax Detail	TM_INVOICE_2	PA Billing Invoice Format-Invoice Format 2
9	T&M Consulting Contract	TM_INVOICE_3	PA Billing Invoice Format-Invoice Format 3
10	T&M Consulting Contract With Tax Detail	TM_INVOICE_4	PA Billing Invoice Format-Invoice Format 4
11	T&M Detailed Project	TM_INVOICE_5	PA Billing Invoice Format-Invoice Format 5
12	T&M Detailed Project With Tax Detail	TM_INVOICE_6	PA Billing Invoice Format-Invoice Format 6
13	T&M Detailed Contract	TM_INVOICE_7	PA Billing Invoice Format-Invoice Format 7
14	T&M Detailed Contract with Tax Detail	TM_INVOICE_8	PA Billing Invoice Format-Invoice Format 8
15	T&M Pre-Billing Worksheet	TM_INVOICE_9	PA Billing Invoice Format-Invoice Format 9
16	T&M Basic	TM_INVOICE_10	PA Billing Invoice Format-Invoice Format 10
17	T&M Invoice 1	TM_INVOICE_11	PA Billing Invoice Format-Invoice Format 11
18	T&M Invoice 2	TM_INVOICE_12	PA Billing Invoice Format-Invoice Format 12
19	T&M Invoice 3	TM_INVOICE_13	PA Billing Invoice Format-Invoice Format 13
20	T&M Invoice 4	TM_INVOICE_14	PA Billing Invoice Format-Invoice Format 14
21	CP/FP Document Level Invoice	CPFP_INVOICE_1	PA Invoice Format CP/FP Document Level Invoice
22	CP/FP Contract Level Invoice	CPFP_INVOICE_2	PA Invoice Format CP/FP Contract Level Invoice
23	CP/FP Project Level Invoice	CPFP_INVOICE_3	PA Invoice Format CP/FP Project Level Invoice
24	CP/FP Contract/Project Level Invoice	CPFP_INVOICE_4	PA Invoice Format CP/FP Contract/Project Level Invoice
25	CP/FP Pre-Billing Worksheet	CPFP_INVOICE_5	PA Invoice Format CP/FP Pre Billing Worksheet
26	CP/FP Basic	CPFP_INVOICE_6	PA Invoice Format CP/FP Basic
27	CP/FP Invoice 1	CPFP_INVOICE_7	PA Invoice Format CP/FP Invoice 1
28	CP/FP Invoice 2	CPFP_INVOICE_8	PA Invoice Format CP/FP Invoice 2
29	Fee Document Level Invoice	FEE_INVOICE_1	PA Invoice Format Fee Document Level Invoice
30	Fee Contract Level Invoice	FEE_INVOICE_2	PA Invoice Format Fee Contract Level Invoice
31	Fee Project Level Invoice	FEE_INVOICE_3	PA Invoice Format Fee Project Level Invoice
32	Fee Contract/Project Level Invoice	FEE_INVOICE_4	PA Invoice Format Fee Contract/Project Level Invoice
33	Detail Page - Document Level Invoice	DTLPAGE_DOC	PA Invoice Format Document Detail Page 1
34	Detail Page - Contract Level Invoice	DTLPAGE_CONTR	PA Invoice Format Contract Detail Page 1
35	Detail Page - Project Level Invoice	DTLPAGE_PROJ	PA Invoice Format Project Detail Page 1
36	Detail Page - Contract/Project Invoice	DTLPAGE_CONPRJ	PA Invoice Format Contract/Project Detail Page 1
37	Summary Page - Document Level Invoice 1	SUM_PAGE_DOC_1	PA Invoice Format Document Summary Page 1
38	Summary Page - Document Level Invoice 2	SUM_PAGE_DOC_2	PA Invoice Format Document Summary Page 2
39	Summary Page - Document Level Invoice 3	SUM_PAGE_DOC_3	PA Invoice Format Document Summary Page 3
40	Summary Page - Document Level Invoice 4	SUM_PAGE_DOC_4	PA Invoice Format Document Summary Page 4
41	Summary Page - Document Level Invoice 5	SUM_PAGE_DOC_5	PA Invoice Format Document Summary Page 5
42	Summary Page - Contract Level Invoice 1	SUM_PAGE_CONT_1	PA Invoice Format Contract Summary Page 1
43	Summary Page - Contract Level Invoice 2	SUM_PAGE_CONT_2	PA Invoice Format Contract Summary Page 2
44	Summary Page - Contract Level Invoice 3	SUM_PAGE_CONT_3	PA Invoice Format Contract Summary Page 3
45	Summary Page - Contract Level Invoice 4	SUM_PAGE_CONT_4	PA Invoice Format Contract Summary Page 4
46	Summary Page - Contract Level Invoice 5	SUM_PAGE_CONT_5	PA Invoice Format Contract Summary Page 5
47	Summary Page - Project Level Invoice 1	SUM_PAGE_PROJ_1	PA Invoice Format Project Summary Page 1
48	Summary Page - Project Level Invoice 2	SUM_PAGE_PROJ_2	PA Invoice Format Project Summary Page 2
49	Summary Page - Project Level Invoice 3	SUM_PAGE_PROJ_3	PA Invoice Format Project Summary Page 3
50	Summary Page - Project Level Invoice 4	SUM_PAGE_PROJ_4	PA Invoice Format Project Summary Page 4
51	Summary Page - Project Level Invoice 5	SUM_PAGE_PROJ_5	PA Invoice Format Project Summary Page 5
52	IV Document Level Invoice	IV_INVOICE_1	PA Invoice Format IV Document Level Invoice
53	IV Contract Level Invoice	IV_INVOICE_2	PA Invoice Format IV Contract Level Invoice
54	IV Project Level Invoice	IV_INVOICE_3	PA Invoice Format IV Project Level Invoice
55	IV Contract/Project Level Invoice	IV_INVOICE_4	PA Invoice Format Contract/Project Level Invoice
56	Blank Invoice 1	BLANK_INVOICE_1	PA Invoice Format Blank
57-60	Blank Invoice 2 - 5	BLANK_INVOICE_2 - 5	PA Invoice Format Blank 2 - 5

Thanks!

Isaac Olson

Project billing

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