Use this subtask to link CLINs (Contract Line Item Numbers) with items from the ITEM_PROD table. 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 Bills screen (Projects\Process\Billing) for the number of items entered in the Automatic Billing Quantity field. Ceiling information is also stored in this subtask.
Set up this subtask after you initialize the Basic Part Data, Goods (Materials\Maintain\Items\Goods User Flow), and/or Services (Materials\Maintain\Items\Services User Flow) screens and before generating automatic product invoices.
Item *
Enter, or use Lookup to select, the item number from the ITEM_PROD table. The system validates that the item exists in the Item Billings screen (Materials\Maintain\Items).
This non-editable field displays the revision number of the selected item.
The description of the item selected defaults from the Basic Part Data, Goods, or Services screens.
Enter, or use Lookup 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.
Enter, or use Lookup 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.
Use the drop-down box to select, 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).
Enter the maximum number of items, if applicable, in this field. This ceiling will be imposed based on the ceiling code.
Enter the number of items to be automatically invoiced each month. The Calculate Bills program (Projects\Process\Billing) 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.
This field is updated by the Billing Journal posting. It reflects the number of items billed on the project to date.
This field is updated by Sales Order Entry and displays the number of items currently on order.
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.
* A red asterisk denotes a required field.
Changes to this table update the PROJ_CLIN_PROD (Projects CLIN Products) table.