Exclude Unit Revenue from Employee Realization Reporting

You can designate a unit's revenue as employee-specific, then specify that it not be included in the calculation that determines each employee's percentage of realization from an invoice.

To exclude a unit's revenue from employee realization calculations, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Units.
2. On the Units Info Center form, enter a unit table.
3. In the units grids, select the Employee-specific Revenue check box for any unit for which you want the revenue to be applied to a specific employee.

   For these units, you enter an employee in the Employee column when you enter the units in Transaction Entry and Interactive Billing.

   On the Units Info Center form, you can select the unit type Labor for units that are allocated for employee realization. While unit type does not affect realization processing, it does help you easily distinguish labor unit types from equipment or expense type units for reporting purposes.

4. Click Save.