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Module Customization for Invoices

1. Client and Project Tabs
1. 1.1. General
2. 1.2. Attributes
3. 1.3. View Options
4. 1.4. Routing
5. 1.5. Masking
6. 1.6. Labels
2. Additional Project Level Tabs

Module customization enables you to set defaults and set up workflow routing, where applicable, for the Invoices business processes. There are two types of defaults:

Client level defaults are set in MaintenanceData MaintenanceModule Customization.
Project level defaults are set by selecting the Customize button within the Module.

Available customization choices at the Project level are similar to the Client level, with a few exceptions.

Client and Project Tabs

General

Establish the numbering format for your Cost Events.

Attributes

Establish default Cost Event attributes as described in the following table.

Only users with Change or better permission to the Module Customization module can change the Masking and Labeling settings.

Attribute	Description
Approval Lock	Marking this checkbox locks the document so that users cannot edit it unless they have Approve or Administrator permission to the current module.
Category	Establishes a default value for the Invoice's category.
Cost Status	Defines a default value for the Cost Status of the Invoice. You cannot remove a Cost Status while it is assigned as a default value.
Date	Establishes a default value for the date on which the invoice was created in Constructware.
Date Due	Defines a default value for the date on which the Invoice is due to be paid.
Date Invoiced	Defines a default value for the date that the invoice was created by the vendor.
Date Logged	Determines a default value for the date on which the invoice was entered into Constructware. This date could potentially be the same date as the "Date" value.
Date Paid	Defines a default value for the date on which the invoice was paid.
Description	Defines a default description for the contract.
Display Full Text in Log Fields	Displays the full text of the Description on the log. If you select this attribute, 255 character text fields will display the full text, with text wrapping as required. If you do not select this attribute, 255 character text fields will display only the first 47 characters, followed by ellipses (...). and the full text will display as a tool tip when the mouse hovers over the field.
Document Template	Defines a default document template for the Invoice.
From	Defines a default contact for the sender of the Invoice.
Invoice No.	Defines a default value for the number of the invoice.
Locked	Defines whether this checkbox is to be selected or deselected by default, indicating whether the Invoice is to be locked for Approval.
Long Description	Defines a default text for the long description of the Invoice.
No.	Establishes the numbering system for the Invoice.
Notes	Defines a default text to be displayed in the Notes section of the invoice.
Other Charges Budget Code	Defines a default budget code for the Other Charges applied to the Invoice.
Other Charges Description	Defines a default text for the description of the Invoice's Other Charges.
Other Charges Total	Defines a default Dollar amount indicating the Total Other Charges.
Record No.	Defines a default value for the number of the record you are entering in Constructware.
State	Defines a default value for the state of the Cost Event (for example, Active).
Tax Budget Code	Defines a default budget code for the tax applied to the Invoice.
Tax Rate	Defines a default tax rate to be applied to the Invoice.
To	Defines a default contact as the recipient of the Invoice.
Type	Defines a default value for the type of Invoice.
Vendor Invoice No.	The number given to the Invoice by the Vendor.

View Options

Establish whether to display Standard Options (such as, Comments, Distribution, and Linked Documents) as well as Header Options (such as, Fax and Phone numbers) on the printed Invoice.

Routing

Establish rules for the approval process for Invoices. See Defining a Route and Routing Documents for more information.

Masking

Allows you to hide or make certain attributes read only.

Labels

Allows you to re-label a standard Constructware attribute to meet your business terminology.

Additional Project Level Tabs

Data Exchange

Constructware