LINK TO ITEMS

Use this subtask to link Contract Line Item Number (CLIN) numbers with items from the ITEM_PROD table in Costpoint Product Definition. You can link multiple items to a given CLIN.

This subtask also contains a field for automatic billing quantities. An invoice is automatically generated each month by the Calculate Billings screen (Projects » Billing » Calculate Billings) for the number of items entered in the Automatic Billing Qty field. Ceiling information is also stored in this subtask.

Set up this subtask after you initialize the Basic Part Data screen (Materials » Product Definition » Part Master), Goods screen (Materials » Product Definition), and/or Services screen (Materials » Product Definition) and before generating automatic product invoices.

Project

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

Inventory Abbrv

This non-editable field displays the inventory abbreviation from the main screen.

CLIN

This non-editable field displays the CLIN from the main screen. The unlabeled, non-editable field to the right displays the CLIN description from the main screen.

Currency

This non-editable field displays the currency from the main screen.

Sales Abbrv

This non-editable field displays the sales abbreviation from the main screen.

Table Window

Item Number

Enter, or use to select, the item number from the ITEM_PROD table. The system validates that the item exists in the Set Up Item Billings screen (Materials » Product Definition » Product Billing).

Revision

This non-editable field displays the revision number of the selected item.

Sales Item Description

The description of the item selected defaults from the Basic Part Data screen (Materials » Product Definition » Part Master), Goods screen (Materials » Product Definition), or Services screen (Materials » Product Definition).

Sales Abbrv Code

Enter, or use to select, a valid sales abbreviation code. The Sales Abbrv Code entered in the main screen will default into this field and can be overridden.

Inventory Abbrv Code

Enter, or use to select, a valid inventory abbreviation code. The Invt Abbrv Code entered in the main screen will default into this field and can be overridden.

Ceiling RBA

This field stores a code used in determining the application of a ceiling based on items. Depending on the code entered, the ceiling is imposed on Revenue and/or Billings. Valid values are: R (Revenue), B (Billings), A (Both), and N (Neither).

Qty Not To Exceed

Enter the maximum number of items, if applicable, in this field. This ceiling will be imposed based on the ceiling code.

Automatic Billing Qty

Enter the number of items to be automatically invoiced each month. The Calculate Billings screen (Projects » Billing » Calculate Billings) uses this value to generate an invoice. If you use this field, be sure to use the Equal to Billings After Retainage or Equal to Billings Before Retainage revenue formulas. Since the units are not entered via units usage, they do not collect any revenue.

Qty Sold To Date

This field is updated by the Billing Journal posting. It reflects the number of items billed on the project to date.

Qty On Order

This field is updated by Costpoint Sales Order Entry and displays the number of items currently on order.

Basis for Pricing

Enter T for Total pricing or I for Incremental pricing.

Total pricing is based on a set unit cost for all items in a given order. This selection does not preclude giving price breaks based on quantity ordered. It means that, if a price break is given based on quantity, the price break will apply to all items on that order, not only to the number of items above the price break quantity.

Incremental pricing indicates that items on a single order can be priced at several different prices, based on a quantity pricing schedule. For example, if a client orders 50 units, the first 10 units can be priced at one amount, while the remaining 40 units can be priced at a different amount.