Add a New Units by Project File

You can add a new units by project file in Transaction Entry.

Prerequisite: The unit must be set up in the Units Info Center before you create unit transactions.

To add a new file, complete the following steps:

  1. From the Vision Navigation menu, click Transaction Center > Transaction Entry.
  2. In the Transaction Type field on the Transaction Entry form, select Units by Project.

    The transaction type list is filtered based on your security role's access rights. If you use Vision Multicompany, this list is further refined based on the active company. See the Accounting tab of Role Security (Configuration > Security > Roles) for more information.

  3. Click New.
  4. On the New File dialog box, complete the following actions:
    1. In the File Name field, enter a name for the transaction file.
    2. If this will be a recurring transaction, select the Recurring option.
    3. If you have diaries set up in Accounting System Settings Configuration, use the Diary field to specify a diary type for the transaction. The Diary Number field auto populates with the diary number when you save the transaction.
    4. In the End Date field, enter or select the ending date for the transaction file.
    5. Optional. In the Control Total field, enter an amount.
    6. Click OK.

    The dialog box closes and the transaction file opens on the Units by Project form.

  5. In the Reference header field on the Units by Project form, specify the reference number.
  6. To specify line items for the transaction file, add rows to the grid.
    Option Description
    To add a new line item Place the row selector on the row above where you want to add the new line item and click Insert.
    To add a new line item that is similar to an existing one Place the row selector on the row that you want to copy and click Copy. Modify the data on the new row.
    To delete a line item Place the row selector on the row and click Delete.
  7. Click Save.

    The fields below the grid display summary information for the transaction file.

Parent Topic: Procedures