On this tab, view the
unit-generated billing value for the
units that are associated with an asset item.
You associate a
unit with an asset item in the
Unit Association grid on the GL Book tab in
. You set up the
units to associate with asset items in
. You enter transactions that record
unit-generated billing values that you see on this tab in
(select
Units or
Units by
Project in the
Transaction Type field on the Transaction Entry form).
Contents
Date Range Filter Section
Use this section to select a specific time frame or a range of periods for displaying the
unit information in the
Unit Financial Information grid.
| Field | Description |
|---|
| Time Frame
|
Select this option, and then select a specific time frame from adjacent field.
Options in the drop-down list are:
- Current Period
- Current Fiscal Year
- Asset to Date
|
| Period Range
|
Select this option, and then select a period from the drop-down list in the period range fields beside
Period Range.
|
| Refresh
Units
|
Click this button after you enter filter criteria in this section to display the
units that match the criteria in the
Unit Financial Information grid.
|
Unit Financial Information Grid
This grid displays information for the
units that are associated with the asset item, based on the criteria that you enter in the Date Range Filter section on this tab. Each row in the grid is from a
unit transaction posting in
or
units that you enter on a timesheet.
Unit Financial Information Grid Toolbar
| Field | Description |
|---|
| Unit Financial Information Drop-Down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
Unit Financial Information Grid Fields
| Field | Description |
|---|
| Project Name
|
This field displays the name of the
project that you associated with a
unit that was entered and posted in the Transaction Center.
|
| Project Number
|
This field displays the number of the
project that is associated with the
unit.
|
| Unit Number
|
This field displays the number of the
unit.
|
| Unit Table
|
This field displays the
unit table for the
unit.
|
| Unit Name
|
This field displays the name of the
unit.
|
| Period
|
This field displays the period in which the
unit transaction was posted in Transaction Entry.
|
| Quantity
|
This field displays the number of
units that were entered for the
unit transaction in Transaction Entry.
|
| Billing Amount
|
This field displays the billing amount for the
units based on the billing rate entered for the
unit in the
Unit hub and the quantity of
units entered for the
unit in Transaction Entry.
|
| Currency Code
|
This field applies if you use multiple currencies. This field displays the billing currency of the
project that is associated with the
unit transaction.
|
