Progress billing detail

Article • 4/27/2026 • 3 min read

Use the Progress Billing Detail report to generate detail of costs charged to progress billing items of sales orders.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria.

This report does not include Advanced Filters feature.

To generate progress billing detail report

  1. Open the Progress Billing Detail (RPPB) page.

    a. Select Sales Management > Sales Reports > Progress Billing Detail.

    Or

    b. Search for RPPB in the Navigation box and then select Progress Billing Detail.

    The Progress Billing Detail (RPPB) page appears.

  2. In the Selection box, enter Sales Order to view the sales order information.

  3. In the Sort Order box, select Sales Order,Job Order, Cost Type to sort the report.

    The Sort Order field is populated based on the type of report selected in the Selection field.

  4. In the Layout dropdown, select the layout in which you want to view the report.

    The Layout field is populated based on the type of report selected in the Selection field.

  5. In the Date Range area, enter the date range for the report to be generated. You can select the date in the From and To fields only if the Custom option is selected in the Fill Dates area.

    The Date On field is populated based on the type of report selected in the Selection field.

    To include the entire time frame, leave the date fields blank.

    In the Fill Dates area, you can select from the predefined date ranges. They are:

    • Custom:
      Selecting this option enables the From and To fields in the Date Range area.

    • Calendar Year:
      Selecting this option displays the Calendar Year field. You can select any of the predefined calendar year formats from the dropdown list.

    • GL Periods:
      Selecting this option displays the GL Periods field. You can select any of the predefined GL period formats from the dropdown list.

  6. In the Sort Range area, you can sort the information from the available sort range.

    The Sort On field is populated based on the type of report selected in the Selection field.

    The available sort ranges are:

    • Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

      a. In the From field, enter the item reference.

      b. Click the lookup reference and select the sort item from the Lookup For window. Select sort item and click Select.

    • Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

      a. Enter the first and last values of the range in the From and To fields.

      b. Click the lookup reference, if available, and select the sort item from the Lookup For window. Select the required sort item and click Select.

    • All: Select this to include all available items.

  7. Specify the Other Variables value to filter the report generation based on Standard Revision, Facility or other variables.

  8. On the toolbar, click Run Report to generate the report.

    Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

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