Use the fields in this tab to review or enter detailed unit information for units transactions. The Post Units Usage screen (Projects\Process\Post) automatically updates the data in this tab. If you are manually populating this tab, enter data in the Source Project, CLIN, Item, and Description fields.
Use the fields in this tab after you have posted units transactions and before you calculate and post billings. You can review information posted by the Post Units Usage process or enter the information manually. If you choose to enter information manually, you must do so before you calculate the billings.
A source project is used to store the pricing information for projects. You can enter the source project in the Enter Units Usage screen (Projects\Transactions\Units) and the transaction will look at the source project to obtain the proper pricing for the units for that line. If you have the same pricing structure for the entire project, you can set up the Project Unit Pricing screen at the top level of the project and use the top level project number in the Source Project field for all the lines pertaining to all the lower levels of that project.
CLIN is the acronym for Contract Line Item Number. A CLIN serves as a catalog of available items for a specific project. The pricing for the items in the CLIN are assigned in the Project Unit Pricing screen. You can use CLINs only when you have purchased the Product Definition module.
Enter, or use Lookup to select, a source project. The source project is the project that has been set up in the Project Unit Pricing screen with the unit prices. You can store unit pricing information at the top level of the project and direct this transaction to obtain pricing from the top level by using the top level in the source project field.
Enter, or use Lookup to select, a CLIN (contract line item number). 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. The CLIN description will automatically display the data from the project CLIN table.
Enter, or use Lookup to select, a catalog code for the catalog from which this item is to be billed.
Enter, or use Lookup to select, the item number that applies to this transaction.
If you use a revision number with your items, enter, or use Lookup to select, the revision number that applies to this transaction.
There are two selling descriptions associated with each item: a short description of 60 characters and a long description of 254 characters. Enter a short selling description and/or a long selling description to be printed on the billing. Enter the long selling description in the large text box at the bottom of the screen.
Enter, or use Calendar Lookup to select, the usage date pertaining to this usage transaction. This date will determine the price that is selected from the Project Unit Pricing screen.
Enter, or use Lookup to select, the sales tax code to be used for this transaction, if applicable.
Use this text box to enter descriptive information about the unit transaction. You can include these comments on supporting schedules prepared using Impromptu.
* A red asterisk denotes a required field.
Changes to this screen update the OPEN_BILLING_DETL (Open Billing Detail) table.