Associating Units with Asset Items Quick Reference

You associate units with asset items to allow you to track the unit-generated billing values for the asset items. Use this quick reference as a guide for associating units with asset items.

Step Procedure Related Information
1

Add units to associate with asset items in Settings > Accounting > Units.

Add a Unit to a Unit Table

2

Enter transactions that record unit-generated billing values using either Units or Units By Project in Transaction Entry.

Add a New Transaction File

3

Associate a unit with an asset item in the Unit Association grid on the GL Book tab in the Equipment (Plural) hub.

The following rules apply when you associate units with asset items:
  • You can associate one or more units with an asset item.
  • You can assign a specific unit to only one asset item. You must delete the association between a unit and an asset item if you want to associate the unit with a different asset item.

Associate a Unit with an Asset Item

4

On the Unit tab of Asset Management > Asset Review, in the desktop application, you can view the possible billing value for the units that are associated with an asset item. You can see the project, quantity, and billing amount for the units from the unit transactions posted in the Transaction Center.

Asset Review

Asset Review Form or Dialog Box

Unit Tab of the Asset Review Form or Dialog Box