Unit Tab of the Asset Review Form or Dialog Box
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 using either Units or Units by Project in .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 |
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Time Frame |
Select this option, and then select a specific time frame from adjacent field. Options in the drop-down list are:
|
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:
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 Units Settings 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. |