Billing Unit Modify Dialog Box

Use the Billing Unit Modify dialog box to modify unit transaction details, such as the description or unit quantity.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Interactive Billing.
  2. Click the Units tab.
  3. Select a transaction.
  4. On the toolbar, click Modify.

Contents

Field Description
Project This field displays the project associated with the transaction.
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 unit number associated with the transaction.
Table This field displays the unit table associated with the transaction.
Date Enter the transaction date or click Calendar and select a date.
Description This field displays the description entered during transaction entry, or on a Billing Unit insert.

Beneath the description Vision displays a summary of the math used to arrive at the extension. For example 17.0 Miles @ 0.31 indicates 17 is the quantity of units, in this case, miles, and each unit is costed at 31 cents.

Quantity Enter the number of units to associated with this transaction.
Rate This field displays the billing rate used to determine the billing extension amount, as specified in the associated unit table.
Extension This field displays the billing extension amount of the unit transaction, determined by multiplying the billing Rate times the Quantity.
Employee This field displays the employee (ID and name) who will receive all the realization associated with the unit being modified.

A specific employee is associated with a unit if the unit was set up with the Employee-specific Revenue check box selected on Units Info Center form.

This field displays only if you enabled the Employee Realization Reporting feature.