POST UNIT USAGE

Use this screen to post unit usage documents entered in the Enter Unit Usage screen (Projects » Billing » Units Usage). Depending on the options selected there, this information is distributed to other modules throughout the system. 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 in the Enter 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 in the Calculate Billings (Projects » Billing » Calculate Billings) and/or Compute Revenue (Projects » Cost and Revenue Processing » Revenue Processing) calculations. Additionally, you must post units used if you want those units to be included in the service center base.

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 are as follows:

1. Determine the range of unit usage documents and subperiods that are to be posted. Select the entry IDs that post units.

2. The program first updates the Unit Usage History table (Maintain Unit Usage History screen) with units used. Unit-based revenue formulas summarize units used from the Units Usage History table.

3. 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 in the Enter Unit Usage screen (Projects » Billing » Units Usage). For Open Billing Detail to be properly updated, you must first set up project records in the Project Billing Info screen (Projects » Billing » Billing Master or Projects » Project Setup » Revenue Setup) and the records must have transaction-based billing formulas. This posting updates the project set up in the Project Billing Info screen as the "posting-level project."

4. 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.

5. 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 in the Enter Unit Usage screen (Projects » Billing » Units Usage). The service center identified by number in that screen is updated with unit amounts.

Select Documents

Use the options in this group box to select the usage documents to be posted.

Range Option

Use this drop-down list to select the range option of documents to be posted. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the starting document for the range you want to include. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending document for the range you want to include. If you select All, One, or To End in the Range Option field, this field will be inactive.

Select Entry Users

Use the options in this group box to select the entry user IDs to be posted.

Range Option

Select the range of entry user IDs you want for posting units.  Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the starting entry user ID of the range you want to include. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending entry user ID of the range you want to include. If you select All, One, or To End in the Range Option field, this field will be inactive.

Select Subperiods

Use the options in this group box to select the fiscal year, period, and subperiod that you would like to post.

Range Option

Select the range of accounting periods and subperiods you want for printing usage documents. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

Starting Fiscal Year

Enter the fiscal year for the documents you want to print.

Starting Period

Enter the period for the documents you want to print.

Starting Subperiod

If you have selected One, Range, or To End in the Range Option field, enter the accounting subperiod with which you want to start.

Ending Subperiod

If you have selected Range or From Beginning in the Range Option field, enter the accounting subperiod with which you want to end. The period end date will display in the field to the right.

Journal Status

This non-editable field displays the status of your posting journal. The status is Journal Not Printed when you first enter the screen.

Process

You may want to review the journal before posting. If you exit the screen, or change any of the screen options after printing the journal, you must reprint it before posting.

Once you have made your selections, click this icon on the toolbar to start the posting process.

Process/Print

Click this icon on the toolbar to print the posting journal and post the usage records immediately after the journal is printed.

Table Information

Changes to this screen update the following tables:

ALLOC_BASIS_JNL (if Post to Service Center check box is selected)

OPEN_BILLING_DETL (if Post to Billings check box is selected)

UNITS_USAGE_HS

UNITS_USAGE_LN_HS