Enter a unique number to reference this information. This control number is used to identify the distribution contained in this entry screen. It is similar in use to a voucher number.

Enter a short description that describes what is contained in this usage document.

Enter the date by which you want to reference this document. This date can then be used by to select historical records.

Enter, or click to select, the Fiscal Year, Period, and Subpd. To modify the default period, click Options > User Preferences. After you complete the Change Default Period dialog box, Costpoint automatically updates your user preferences.

The information contained in these fields must represent the point of time at which the charges were incurred.

Enter, or click to select, the fiscal year.

Enter, or click to select, the period.

Enter, or click to select, the subperiod.

Select this check box to identify transactions as project transactions that should be billed out based upon the item number and revision. You can select this check box only if you are entering previously posted transactions for historical purposes. This check box is non-editable for records that were posted through Costpoint.

Select this check box to identify usage transactions as service center transactions. You can select this check box only if you are entering previously posted transactions for historical purposes. This check box is non-editable for records that were posted through Costpoint.

If you selected the Post to Service Center check box, you must enter a service center pool number.

This non-editable field displays the ID of the person who entered the units.

This non-editable field displays the date on which the units were entered.

This non-editable field displays information from the Post Unit Usage process. Therefore, if you are initializing this screen, you do not have access to this field. The sequence number indicates the number of this posting type for the fiscal year, period, and subperiod displayed.

This non-editable field displays information from the Post Unit Usage screen. Therefore, if you are initializing this screen, you do not have access to this field.

This field displays either System or User, depending on whether Costpoint created the record during posting or the record was added manually in this screen.

This non-editable field displays the column total for the Number of Units field in the table.

This is a non-editable field, incremented automatically by Costpoint. As you insert lines in this table, the line number is recalculated.

Enter an account number, or use to select one. As you move to the next field, the application validates that the account number is not a summary account, that the account is active, and that the account allows charging for the fiscal year, period, and subperiod on this usage document. You receive an error message if the account fails any of the these validations. If this occurs, correct the account. When you exit the row or save the usage document, the application verifies that the account is valid for the organization. If the account is a project-required account, the application checks to see whether the account is valid for the project entered.

This field displays the name of the selected account.

Enter an organization number, or use to select one. As you move to the next field, the application validates that the organization is active and that the organization allows charging for the fiscal year, period, and subperiod on this usage document. You receive a message if the organization fails any of the these validations; if this occurs, correct the organization. Note that if you have used an organization abbreviation, you should not enter anything in this field unless you want to erase the organization abbreviation. When you exit the row or save the usage document, the application verifies that the organization is valid for use with the account. Also, if organizations are restricted to specific projects, the application checks to see if that organization is allowed to charge that account for that project.

This field displays the name of the selected organization.

Enter an abbreviated code of up to six characters for the organization number, or click to view and select a code. If you enter a code, the application looks up the code and automatically populates the Organization field with the organization number related to the abbreviated code. If you enter transactions by Organization Abbreviation, you should reorder your columns to move this field before Organization. Note that if you have already entered an organization, it is overwritten if the organization abbreviation is valid. Also note that if you enter an organization in the Organization field, the Organization Abbreviation is erased, even if belongs to the same organization number.

Enter, or click to select, a project number. As you move to the next field, Costpoint validates that this project level allows charging. If this project and level do not allow charging, and the Allow Projects that are Inactive or Do Not Allow Charging in Allocation Journals check box is cleared on the Pools tab of the Configure Project Settings screen, you receive an error and must correct this before you continue. The program also checks that the fiscal year, period, and subperiod ending date are not later than the project end date. This is a "soft edit;" you receive a warning if the project fails this validation, but you can continue. If you have used a project abbreviation, do not enter anything in the Project field unless you want to erase the project abbreviation. When you exit the row or save the usage document, additional validation occurs:

• If the Limit which Orgs can charge specific Accts check box is selected on the Basic Info tab on the Manage Project User Flow screen, the program verifies that the project/account/organization combination is assigned to that project and that the combination is active.
• If the Limit Accounts check box is selected on the Basic Info tab on the Manage Project User Flow screen, the program checks to see if the project and account combination is assigned to that project and that it is active.
• If you do not select either of these check boxes, the program performs no further validation on the project.

This field displays the name of the selected project.

Enter an abbreviated code of up to six characters for the project number, or click to view and select a code. If you enter a code, the application looks up the code and automatically populates the Project field with the number related to the abbreviated code. If you enter transactions by Project Abbreviation, you should reorder your columns to move this field before Project. Note that if you have already entered a project, it is overwritten if the project abbreviation is valid. Also note that if you enter a project in the Project field, the project abbreviation is erased, even if belongs to the same project.

Enter, or to select, a valid CLIN. The CLIN and project combination must have been established on the Project Unit Pricing subtask of the Manage CLIN Information screen in order to be valid.

Enter, or click to select, a valid catalog. Catalogs must have been established on the Manage Price Catalogs screen in order to be valid.

Enter the item number for this transaction. You need to enter an item number only if you have selected the Post To Billings check box. You can also click to select a valid item number from Costpoint Product Definition.

Enter the revision for the current transaction.

Enter, or click to select, a valid sales tax code. These codes must have been established on the Manage Sales or Value Added Taxes screen to be valid.

Enter the number of units related to this transaction line.

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.

Enter a description of this detail line.

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.

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.

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.

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.

You can store a numeric value in this user-defined numeric field. If you want to use this field, you must enter the field-heading label on the Configure Billing Settings screen.

You can store a second numeric value in this user-defined numeric field. If you want to use this field, enter the field-heading label on the Configure Billing Settings screen.

You can store text in this user-defined text field. If you want to use this field, enter the field-heading label on the Configure Billing Settings screen.

You can store a date in this user-defined date field. If you want to use this field, enter the field-heading label on the Configure Billing Settings screen.

Enter any notes you would like to store about the selected units transaction line.

If you use reference numbers for data entry, enter a reference number that is assigned to reference number 1, or click to display and select a reference number 1. The heading entered for Reference 1 in the Configure General Ledger Settings screen displays your label for this field. As you move to the next field, the application validates that this reference number is allowed to be charged. If you have entered an invalid reference number, or a reference number that is not a reference number 1, you receive an error message and must correct the reference number before continuing. No additional validation occurs when exiting the row or saving the usage document.

If you use reference numbers for data entry, enter a reference number that is assigned to reference number 2, or click to display and select a reference number 2. The heading entered for Reference 2 on the Configure General Ledger Settings screen displays your label for this field. As you move to the next field, the application validates that this reference number is allowed to be charged. If you have entered an invalid reference number, or a reference number that is not a reference number 2, you receive an error message and must correct the reference number before continuing. No additional validation occurs when exiting the row or saving the usage document.