UNIT

Use this subtask to determine the column information you want to print on the unit billings.

Unit billings are billings that include units (of some item) billed at catalog or CLIN prices. These billings can be transaction-based (for example, using units transactions recorded in the Units Usage menu) or based on an automatic billing quantity established in the CLIN Information screen in Costpoint Project Setup. To take full advantage of the unit features, you must use the Costpoint Product Definition add-on module. Refer to Billing Special Topic BL-5, "Units," for more information.

If you are using unit billings, complete this subtask when you set up your generic billing formats.

Billing Format

This field displays the selected billing format code from the main screen. The description displays in the untitled field to the right.

Show Cumulative Units Billed

Click this check box to print the cumulative total of units billed.

Summarize by CLIN

Click this check box to print unit billing information summarized by CLIN. Note that, in Costpoint, the term "CLIN" is used in a generic sense to mean a pricing schema for a group of items to be used by and invoiced to a particular project.

Show Description

Each item has both a short and a long billing description. Select the appropriate radio button for the description that you want printed on your bills.