Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Create a Unit Based on an Existing Unit

To save time in creating a unit, base it on an existing unit rather than creating it from scratch.

If you use multiple companies, you can add existing units from unit tables that belong to other companies in your enterprise. f any general ledger accounts from the existing units are not valid for the active company, the accounts do not get copied into the fields in the Units grid. You must enter valid account numbers in the blank fields.

Prerequisite: You must have a unit table before you can add units. For more information, see Create a New Unit Table.

To create a unit based on an existing unit:

  1. In the Navigation pane, select Settings > Accounting > Units.
  2. Use the search field above the Unit Tables form to find and select the unit table to which you want to add units.
  3. Below the Units grid, click + Add Unit.
  4. In the Number field on the Add Unit dialog box, select an existing unit that you want to use as the basis for a new unit.
    The unit fields populate with data from the existing unit and a validation message which states that the unit number already exists.
  5. Replace the unit number with a unique value, specify the remaining information for the new unit, and click Add.
    The unit displays in the Units grid on the Unit Tables form.
  6. To add more units , repeat steps 3–5.
Alternative procedures: In the Units grid, you can copy a grid row to use as the basis for a new unit. You can also create a unit from scratch or from an inventory item.