Billing Unit View Dialog Box

Use the Billing Unit View dialog box to view unit detail information, such as the unit and table, the transaction date, and the unit quantity associated with the unit transaction.

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 View.

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 This field displays the transaction 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 This field displays the number of units associated with the 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 an employee only if a unit was set up with the Employee-specific Revenue check box selected on the Units form in the Units Info Center.

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

Project If the transaction was transferred from another project, this field displays the project number of the transfer source.
Phase If the transaction was transferred from another project/phase, this field displays the phase number of the transfer source.
Task If the transaction was transferred from another project/phase/task, this field displays the task number of the transfer source.
Account If the transaction was transferred from another account, this field displays the account number of the transfer source.