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 Info Center > Equipment. You set up the units to associate with asset items in Info Center > Units. You enter transactions that record unit-generated billing values that you see on this tab are entered in Transaction Center > Transaction Entry (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 whether to use 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 the drop-down list in the field beside Time Frame. 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 Transaction Center > Transaction Entry 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. When the Print Preview form displays, click File > Print 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 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 this 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 Center > Transaction Entry.
Quantity	This field displays the number of units that were entered for the unit transaction in Transaction Center > 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 Info Center and the quantity of units entered for the unit in Transaction Entry.
Currency Code	This field applies if you use multiple currencies in Vision. This field displays the billing currency of the project that is associated with the unit transaction.