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
|
This field displays the unit number associated with the transaction.
|
| Table
|
This field displays the unit table associated with the transaction.
|
| Date
|
Enter the transaction date or click
Calendar and select a date.
|
| Description
|
This field displays the description entered during transaction entry, or on a Billing Unit insert.
Beneath the description Vision displays a summary of the math used to arrive at the extension. For example 17.0 Miles @ 0.31 indicates 17 is the quantity of units, in this case, miles, and each unit is costed at 31 cents.
|
| Quantity
|
Enter the number of units to associated with this transaction.
|
| Rate
|
This field displays the billing rate used to determine the billing extension amount, as specified in the associated unit table.
|
| Extension
|
This field displays the billing extension amount of the unit transaction, determined by multiplying the billing
Rate times the
Quantity.
|
| Employee
|
This field displays the employee (ID and name) who will receive all the realization associated with the unit being modified.
A specific employee is associated with a unit if the unit was set up with the
Employee-specific Revenue check box selected on Units Info Center form.
This field displays only if you enabled the Employee Realization Reporting feature.
|
