Associating Units with Asset Items

In the Equipment hub in the desktop application, associate a unit with an asset item to allow you to track the unit-generated billing value for the asset item.

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

Set up units to associate with asset items in Settings > Accounting > Units in the browser application.

Enter transactions that record unit-generated billing values using either Units or Units By Project in Transaction Entry, in the browser application.

Associate a unit with an asset item in the Unit Association grid on the GL Book tab in the Equipment hub. The following rules apply when you associate units with asset items:
  • You can associate one or more units with an asset item.
  • You can assign a specific unit to only one asset item. You must delete the association between a unit and an asset item if you want to associate the unit with a different asset item.

On the Unit tab of Asset Management > Asset Review in the desktop application, 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.