Associating Units with Asset Items

In the Equipment Info Center, you can associate a unit with an asset item, which allows you to track the unit-generated billing value for the asset item.

For example, you set up a unit to track usage of a piece of survey equipment that is a capital asset. You associate the unit with an asset item so you can see the possible unit-generated billing value.

You set up units to associate with asset items in Info Center > Units. You enter transactions that record unit-generated billing values in Transaction Center > Transaction Entry (select Units or Units by Project in the Transaction Type field on the Transaction Entry form).

You associate a unit with an asset item in the Unit Association grid on the GL Book tab in the Equipment Info Center. The following apply when you associate units with asset items:
  • You can associate one or more units with an asset item in the Unit Association grid on the GL Book tab in the Equipment Info Center.
  • A specific unit can be assigned only to one asset item. You must delete the association between a unit and an asset item if you want to associate the unit with another asset item.

On the Unit tab in Asset Management > Asset Review, 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.