Costpoint Online Help

Using the Help Search
Using the Help Search
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Post Unit Usage

Use this screen to post unit usage documents entered on the Manage Unit Usage screen.

Depending on the options selected there, this information is distributed to other modules throughout Costpoint. You can optionally post units used to Open Billing Detail or the Service Center Allocation Journal. If you selected the Post To Billings check box on the Manage Unit Usage screen, this program posts units used to Open Billing Detail for unit billings. If the Post To Service Center check box is selected, the program posts units used to the Allocation Journal for the service center identified. The unit usage program always updates the Units Usage History table and the G/L Detail and G/L Post Sum tables.

You can post units used as many times as necessary each subperiod. You must post units used if you want units to be included on the Calculate Standard Bills and/or Compute Revenue calculations. Additionally, you must post units used if you want those units to be included in the service center base.

You must post units before computing service center allocations and billings. Additionally, if unit revenue formulas are used, you must post units before you compute revenue.

The steps involved in the process are as follows:

  • Determine the range of unit usage documents and subperiods that are to be posted. Select the entry user IDs that post units.
  • The program first updates the Unit Usage History table (Manage Units Usage History screen) with units used. Unit-based revenue formulas summarize units used from the Units Usage History table.
  • The program next updates the Open Billing Detail table. This table is updated with usage documents only when the Post to Billings check box is selected on the Manage Unit Usage screen. For Open Billing Detail to be properly updated, you must first set up project records on the Manage Project Billing Information screen and the records must have transaction-based billing formulas. This posting updates the project set up on the Manage Project Billing Information screen as the "posting-level project."
  • Open Billing Detail is updated with quantities of units used. Records created are identified with a transaction type of UNITS and a journal code of UNT.
  • The final update is to the Allocation Basis Journal. The Allocation Basis Journal is updated with usage documents only when the Post To Service Center check box is selected on the Manage Unit Usage screen. The service center identified by number in that screen is updated with unit amounts.