Costpoint Online Help

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Project Unit Pricing Subtask

Use this subtask to maintain unit prices for items. Unit prices are identified by item for the designated project and Contract Line Item Number (CLIN).

Costpoint uses unit prices and price increments to compute unit-based billings and revenue for projects with unit-based revenue formulas. You can also enter this information for a given date or unit range. The information entered in this subtask is stored in the CLIN_PRICE_SCH table.

To enter pricing information for a given project, CLIN, item, and revision, use Query to select a valid record. You must have already entered the project, CLIN, item, and revision combination on the main screen and the Item Linkage subtask.

Initialize this subtask after entering CLIN information and linking it to items, and before generating automatic invoices.

Contents

Field Description
Item

This non-editable field displays the item of the selected project.

Revision

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

Currency

This non-editable field displays the currency code linked with the project, CLIN, and item number on the main screen.

Item Type

This non-editable field displays the item type of the selected project.

Selling U/M

This non-editable field displays the selling unit of measure of the selected item.

Description

This non-editable field displays the item description.

Country

This non-editable field displays the country code linked to this project and CLIN. If the currency code matches your company's functional currency, this field is not required.

Selling U/M

This non-editable field displays the selling unit of measure of the selected item.

Pricing Details

This table stores unit prices by unit number and date range. Invoices generated automatically reflect the unit price based on unit usage date or unit number billed depending on the values entered here. There must be no gaps in the unit quantities or date ranges. Therefore, consecutive quantities from .00000001 to 99,999,999,999.98 must exist in this table for each date range.

Field Description
From Quantity

Enter the first item for which the unit price is valid. For each new date range, the From Quantity must begin with .00000001. Pressing the Tab key defaults in this value.

To Quantity

Enter the last item for which the unit price is valid. Consecutive quantities from .00000001 to 99,999,999,999.98 must exist for a given date range before you can enter a new date range. Pressing the Tab key defaults in this value.

Unit Price

Enter the price per unit being charged for the given units. This price is in the currency displayed in the header of this screen. You can enter up to eight numbers to the right of the decimal point.

Starting Date

Enter, or click to select, the starting date on which this unit price is being charged. This is a required field.

Ending Date

Enter, or click to select, the ending date on which this unit price is being charged. If the consecutive quantities for a given date range do not extend from .00000001 to 99,999,999,999.98, you must enter additional lines for the date range until it has met this validation. This is a required field.

Validation

The following validations occur in this table window:

  • The unit price must be greater than 0.00.
  • Consecutive quantities from .00000001 to 99,999,999,999.98 must exist for each date range. If a unit price is in effect for a given number of units, you must add additional lines to expand the number of units to these parameters. For example, if a particular unit price is in effect for the first 100 units, the From and To quantities entered on the first line of the table window must be .00000001 to 100.00000000. Add a second line to the table reflecting the price increase for all units after number 100.00000000. The From Qty on this line must be number 100.00000001, and the To Qty should be 99,999,999,999.98. There must be no gaps in the unit number.
  • There must be no overlap in the date range. If the .00000001 to 99,999,999,999.98 unit quantity validation is met, the Starting Date of the following line must be later than the Ending Date of the previous line.
  • There must be no gap in the date range. If the To Qty does not equal 99,999,999,999.98, the start date and end date of the next line must equal the start date and end date of the previous line. If the To Qty does equal 99,999,999,999.98, and there is an additional line, the start date of the next line must be one day later than the end date of the previous line.

Subtasks

Subtask Description
Cost Information Click this link to open the Cost Information subtask.
Warranty Cost Click this link to open the Warranty Cost subtask.
Defaults Click this link to open the Defaults subtask.