Contents of the Billing Unit Write-off Dialog Box
Use these fields to specify that all or some of the units for a units transaction be written off and not included on any invoice.
Field | Description |
---|---|
Project | This field displays the project associated with the transaction. The project displays as a hyperlink. Click it to access more information about the project. |
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 name and number (ID) of the unit associated with the transaction. |
Unit Table | This field displays the unit table for the unit that is associated with the transaction. |
Employee | This field displays if you use the Employee Realization Reporting feature and the unit was set up with the
Employee-Specific Revenue check box selected. This field shows you the employee, if any, who is associated with the unit transaction.
To turn on the Employee Realization Reporting feature, you set Enable Employee Realization by Employee to Yes in . |
Date | This field displays the transaction date. |
Show Math on Invoice | If the Show Math on Bill setting is selected for a unit in , this field displays a summary of the math used to calculate the billing extension for the unit transaction. The summary uses this format: Unit quantity label @ Billing rate. For example 17.0 Miles @ 0.31 indicates that the transaction has a quantity of 17 units and each unit is being billed at 31 cents. |
Description | This field displays the description that was entered for the transaction or billing insert. |
Show Math on Invoice | If the Show Math on Bill setting is selected for a unit in , this field displays a summary of the math used to calculate the billing extension for the unit transaction. The summary uses this format: Unit quantity label @ Billing rate. For example 17.0 Miles @ 0.31 indicates that the transaction has a quantity of 17 units and each unit is being billed at 31 cents. |
Quantity | This field prefills with the number of units entered for the original transaction. Leave this number as is if you want to write off the whole transaction. If you want to write off only a portion of the units, enter the number of units to write off for the transaction. |
Rate | This field displays the unit's billing rate that is used to determine the billing extension amount for the transaction. The billing rate is specified for the unit in its associated unit table in | .
Billing Extension | This field displays the billing extension amount of the unit transaction, determined by multiplying the billing Rate times the Quantity. This is the amount that will be billed on the invoice. |
Write-off | Click this button to write off the number of units entered in the
Quantity field.
You are returned to the Units tab of the Interactive Billing form, where you see the following:
After you final accept the current invoice, the written-off transactions are removed from the Units grid. |
Cancel | Click this button to return to the Units tab without writing off any of the transaction. The transaction remains in the grid on the Units tab with its original status and number of units. |
Parent Topic: Billing Unit Write-off Dialog Box