Use the fields and options to view billing unit information.
| Field | Description |
|---|
| Project
|
This field displays the project associated with the transaction.
|
| Phase
|
This field displays the phase, if any, associated with the transaction.
|
| Task
|
This field displays the task, if any, associated with the transaction.
|
| Unit
|
Select the unit number to associate with the transaction.
|
| Table
|
Select the unit table to which the unit belongs.
Some units may appear in multiple tables, with different rates. You can double-check that you have selected the correct table by verifying the value that appears in the
Rate field. If the unit appears in only one table, only one table name appears in this field.
If a table named
<Default> contains the selected unit, Vision automatically selects that table as the default. Otherwise, Vision selects the first table in which the unit is present.
Unit Tables marked with a status of
Dormant in the Unit Info Center are not available for selection from this drop-down list. If a project was associated with a unit table that is now Dormant (from the Accounting tab of the Project Info Center), this
Table field will be blank. You must select a new unit table.
If you use the Multicompany feature, you cannot duplicate unit table names across companies. In this case, you might set up tables with names such as
<Default-US> and
<Default-UK>.
|
| Date
|
Enter the transaction date or click
Calendar and select a date.
|
| Description
|
Enter descriptive text to associate with the unit transaction.
|
| Quantity
|
Enter the number of units to associate with this transaction.
|
| Rate
|
This field displays the billing rate used to determine the billing extension amount, as specified in the associated unit table. If you have both a billing rate and a cost rate defined for the unit, Vision retrieves the billing rate.
|
| Extension
|
The billing extension amount of the unit transaction, determined by multiplying the billing
Rate times the
Quantity.
|
| Employee
|
Select the employee who will receive all the realization associated with the unit being inserted. The employee name displays next to the
Employee field.
This field displays only if you enabled the Employee Realization Reporting feature.
An entry is required in this field for units that are set up with the
Employee-specific Revenue check box selected on the Unit Info Center form.
|
