Contents of the Manage Unit Usage Screen
Use the fields and options to configure the Manage Unit Usage screen.
Identification
Enter information about your document in this group box. You can enter a document number and date. You can enter additional information in the Description field.
Field | Description |
---|---|
Document Number |
Enter a unique number to reference this usage information record, or let Costpoint assign the document number when you save. Costpoint uses this control number to identify the distribution of the units in this entry screen. It is similar in use to an Accounts Payable voucher number. |
Description |
Enter a short description that describes what is contained in this usage document. |
Date |
Enter, or click
|
Period Information
This group box displays the fiscal period in which the units are posted to Open Billing Detail or the service centers. You can modify these fields.
Field | Description |
---|---|
Fiscal Year |
Use this drop-down list to select the fiscal year during which the charges are posted. |
Period |
Use this drop-down list to select the period during which the charges are posted. |
Subperiod |
Use this drop-down list to select the subperiod during which the charges are posted. |
Entry Information
This non-editable group box displays the ID of the user who entered the units and the date on which they were entered. This information can be helpful when trying to query information from history.
Field | Description |
---|---|
User |
This non-editable field displays the ID of the person who logged into Costpoint. |
Date |
This non-editable field displays the date the user entered the units into Costpoint. |
Post To Billings |
Select this check box to identify transactions as project transactions that should be billed out based upon the item number and revision. If you select this check box, project transactions are posted to the open billing detail and project detail tables. This allows them to be used in the revenue and billing calculations. |
Post To Service Center |
Select this check box to identify usage transactions as service center transactions. The posting program adds these transactions together by account/organization/project to create a service center entry. These entries are placed into the pool allocation journal where the rate calculation process calculates the proper amount of cost to allocate to them. |
Service Center Number |
If you selected the Post To Service Center check box, you must enter a service center pool number. |
Total Units |
This non-editable field displays the total units entered into the rows on the table window. |
Table Window
Use this table to record the transactions related to usage.
Field | Description |
---|---|
Line |
This is a non-editable field, incremented automatically by Costpoint. As you insert lines in this table, the line number is recalculated. |
Account |
Enter, or click
You can post either the unit cost or unit usage (price times quantity) to the Manage Open Billing Detail screen to be included on a standard bill. To include the unit cost in a standard bill calculation, you must charge units to an account that has been designated on the Manage Project Account Groups screen with a NON-LABOR function code. To include the unit usage in a standard bill calculation, you must charge units to an account that has been designated on the Manage Project Account Groups screen with a UNITS function code. Using the UNITS function code allows you to record both the unit cost and usage to the same account, and to bill only the unit usage. Note that an improper setup of the function codes and unit cost of sales methods may result either in no units being billed or in a duplicate billing that includes both the unit cost and usage. For examples of different setups, please see the "Setup Examples" section in the "Units" special topic. |
Account Name |
This field displays the account name. |
Organization |
Enter an organization number or use
|
Organization Name |
This field displays the organization name. |
Organization Abbreviation |
If you are using organization abbreviations for entry of organization codes, enter the abbreviation for the desired organization number, or click
|
Project |
Enter, or click
|
Project Name |
This field displays the project name. |
Project Abbreviation |
If you are using abbreviations for entry of project numbers, enter the abbreviation for the desired project number, or click
If you always enter transactions by Project Abbreviation, you should move this field before Project in the table window. |
CLIN |
Enter the CLIN for this unit billing. Note that in Costpoint, the term "CLIN" is used in a generic sense to mean a pricing schema for a group of items to be used by and invoiced to a particular project. You must enter either a CLIN or a catalog. |
Catalog |
Enter the catalog to be used for this unit billing. You must enter either a catalog or a CLIN. Refer to the "Units" special topic for more information on CLINs and catalogs. |
Item |
Enter the item number for which you want to bill the project. An item number is required only when you are posting the transactions to the projects. You also can click
|
Item Revision |
Enter the item and revision number for which you want to bill the project. This revision number is required only if an item number is required and you are using item revisions in Costpoint Product Definition. |
Sales Tax Code |
Enter the sales tax code, if applicable, for this row. |
Number of Units |
Enter the number of units related to the transaction line you are entering. These units are posted to the areas you have selected in this screen (projects and/or service centers). If you are posting to the Costpoint Projects folder, you also need an item number and revision. |
Usage Date |
Enter the date of the recorded usage. This can be any date you want to use. Costpoint does not validate the usage date against any other date in Costpoint, and does not force you to enter a date here. However, if you are posting to projects and do not enter a date, Open Billing Detail has no reference date. |
Transaction Description |
Enter a description up to 30 characters for this detail line. This is stored in the open billing detail, billed history, and project detail for printing out on billings and project reports. |
User Defined 1 |
Use this field to enter information for the user-defined 1 field. You can set up the labels for user-defined fields on the Configure Billing Settings screen. |
User Defined 2 |
Use this field to enter information for the user-defined 2 field. You can set up the labels for user-defined fields on the Configure Billing Settings screen. |
User Defined 3 |
Use this field to enter information for the user-defined 3 field. You can set up the labels for user-defined fields on the Configure Billing Settings screen. |
User Defined 4 |
Use this field to enter information for the user-defined 4 field. You can set up the labels for user-defined fields on the Configure Billing Settings screen. |
Source Project |
This field displays the project that is used to determine pricing information for this transaction line. You can set up pricing information at the highest level of a project and have that same information used by lower levels of the project. If you have entered a source project on the Other Info tab of the Manage Project Billing Information screen, this project is the default. You can modify his field. |
Notes |
Use this field to enter notes or comments about specific transaction lines on this usage document. |
Ref 1 |
Enter a valid reference number 1, or use
|
Ref 1 Name |
This non-editable field displays the reference 1 name that was established for your selected reference number. |
Ref 2 |
Enter a reference number 2, or click
|
Ref 2 Name |
This non-editable field displays the reference 2 name that was established for your selected reference number. |