UNITS

Use this subtask 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.

Project

This non-editable field displays the project number from the main screen. The non-editable field to the right displays the project description from the main screen.

Source Proj

Enter, or use Lookup to select, a source project.

CLIN

Enter, or use to select, a Contract Line Item Number (CLIN). 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 Lookup to select one. The CLIN description will automatically be 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 use to select, the item number that applies to this transaction.

Item Rev

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 use Binoculars 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.

Text Box

Use this box to enter descriptive text about the transaction.