Contents of the Billing Unit Transfer Dialog Box
Use these fields and options to transfer billing unit information.
When you select one unit transaction on the Units tab and then click the Transfer action, all of the fields listed below are included on the Billing Unit Transfer dialog box. This allows you to transfer the unit quantity to a different project or within the same project.
When you select more than one unit transaction to transfer at a time, each transaction is transferred in its entirety to another project, so only the Project, Phase, Task, and Diary fields display on this dialog box.
| Field | Description |
|---|---|
| Project | Enter the name or number of the target project where transaction detail should be reclassified or transferred. |
| Phase | If the project that you selected in the Project field has phases, enter the name or number of the target phase for the transfer. |
| Task | If the phase that you selected in the Phase field has tasks, enter the name or number of the target task for the transfer. |
| Quantity | Enter the number of units to transfer to the project, phase, or task specified. |
| Employee | This field displays the ID and name of the employee who will receive all the realization associated with the unit being transferred. A specific employee is associated with a unit if the unit was set up with the
Employee-specific Revenue check box selected (in
).
This field displays only if you enabled the Employee Realization Reporting feature. To turn on the Employee Realization Reporting feature, you set Enable Employee Realization by Employee to Yes in . |
| Diary | This field displays only if you have set up a diary for the fiscal period or fiscal year in which you are entering transactions in the Diary Auto Numbering Options section of the Transaction Settings form in
.
Use this field to select a diary code for the current transaction or for the group of transactions, if you are processing a group of transactions. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions. The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type. The drop-down list contains all the diaries that you set up on the Diary Auto Numbering Options section in Transactions Settings that either have the same fiscal period or fiscal year for which you are entering transactions or that have no fiscal period or year entered for them. If you have multiple companies in Vantagepoint, the Diary field drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions. You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction or enter a reversing transaction. |
| Transfer | Click this button to transfer the number of units entered in the
Quantity field. The transferred amount is removed from the source project and added to the destination (target) project.
You are returned to the Units tab of the Interactive Billing form where you see the following:
|
| Cancel | Click this button to return to the Units tab without transferring any part of this transaction. The transaction remains in the grid on the Units tab with its original status and units. |