Units Tab

Use this tab to identify additional information required for billing unit transactions.

Project unit transactions need to have the CLIN number, item number, item revision (optional), and item description.

Contents

Field	Description
Source Project	Enter, or click to select, a source project.
CLIN	Enter, or click to select, a Contract Line Item Number (CLIN). The CLIN must be either in the functional or billing currency; otherwise, Costpoint displays an error message. The CLIN is used to group together products, goods, or services for the purpose of pricing. If your project does not use contract line items, you can use a generic CLIN number for all of the items sold under the project. You must enter a CLIN number in order for the billing calculation program to select the item price. If you are unsure of the CLIN number, use to select one. The CLIN description is automatically brought in from the project CLIN table.
Catalog	Enter a catalog code for the catalog from which this item is to be billed.
Item	Enter, or click to select, the item number that applies to this transaction.
Item Revision	If you use a revision number with your items, enter the revision number that applies to this transaction. If you are unsure of the revision number, you can click to select one.
Description	There are two selling descriptions associated with each item. There is a short description 60 characters long and a long description 254 characters long. Enter either a short selling description and/or a long selling description that you want printed on the billing. Enter the long selling description in the large text box at the bottom of the screen.
Usage Date	Enter the usage date pertaining to this usage transaction.
Sales Tax	Enter the sales tax code to be used for this transaction, if applicable.
Unit Description	Use this box to enter descriptive text about the transaction.