Appendix Standard Bill Entry Pages Listing The following table lists the Standard Bill Entry pages available in SWIFT and identifies whether they are used in Minnesota and their purpose. # Billing Page Page Used/Not Used in MN 1 Header AR Distribution Data is automatically generated by the system. No user input – required. 2 Header Info 1 Used to enter Bill Header information. – 3 Header Misc Info Used to manually enter PO (Purchase Order) number which – displays on Invoice. Grant Module contract information automatically populates on this page. 4 Header - Note Used to enter Bill Header notes that display on invoice (standard, internal, or manual). 5 Header - Project Info Used to manually enter project information that applies to the entire bill. 6 Line Info 1 Used to enter Bill Line information. – 7 Line Info 2 Used to change Entry type for Credits created using the Copy Bill – process. 8 Line Misc Info Used to enter a start date and an end date but these dates do not – display on the invoice. Information is in the system and reports through to AR. Line - Note Used to enter Line Notes (standard, internal, or manual). Internal 9 notes do not display on the Invoice. Standard and manually entered notes display on the invoice. 10 Line Project Info Used to manually enter project information for individual lines. – Grant module project information automatically populates on this page. 11 Line Tax Info Used to enter tax information, along with Line - Info 1 page. – 12 Acctg Rev Distribution Used to enter ChartFields for the Bill Line. – 13 Acctg Unbilled AR Grant module information automatically populates on this page. – 14 Courtesy Copy Addr Used to enter customer who should receive a courtesy copy of bill. 15 Address Info Used to view customer address Information, change customer location, and add the bill contact.
Appendix Standard Bill Entry Pages Listing The following table lists the Standard Bill Entry pages available in SWIFT and identifies whether they are used in Minnesota and their purpose. # Billing Page Page Used/Not Used in MN 1 Header – AR Distribution Data is automatically generated by the system. No user input required. 2 Header – Info 1 Used to enter Bill Header information. 3 Header – Misc Info Used to manually enter PO (Purchase Order) number which displays on Invoice. Grant Module contract information automatically populates on this page. 4 Header - Note Used to enter Bill Header notes that display on invoice (standard, internal, or manual). 5 Header - Project Info Used to manually enter project information that applies to the entire bill. 6 Line – Info 1 Used to enter Bill Line information. 7 Line – Info 2 Used to change Entry type for Credits created using the Copy Bill process. 8 Line – Misc Info Used to enter a start date and an end date but these dates do not display on the invoice. Information is in the system and reports through to AR. 9 Line - Note Used to enter Line Notes (standard, internal, or manual). Internal notes do not display on the Invoice. Standard and manually entered notes display on the invoice. 10 Line – Project Info Used to manually enter project information for individual lines. Grant module project information automatically populates on this page. 11 Line – Tax Info Used to enter tax information, along with Line - Info 1 page. 12 Acctg – Rev Distribution Used to enter ChartFields for the Bill Line. 13 Acctg – Unbilled AR Grant module information automatically populates on this page. 14 Courtesy Copy Addr Used to enter customer who should receive a courtesy copy of bill. 15 Address Info Used to view customer address Information, change customer location, and add the bill contact.
swift-bi-arbi2-billing-advanced-guide.docx