Contents of the Manage Units Usage History Screen
Use the fields and options to configure the Manage Units Usage History screen.
Units Usage History
Use this group box to enter information about the usage document.
Field | Description |
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Document No |
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. |
Description |
Enter a short description that describes what is contained in this usage document. |
Date |
Enter the date by which you want to reference this document. This date can then be used by
|
Usage History
Field | Description |
---|---|
Accounting Period |
Enter, or click
The information contained in these fields must represent the point of time at which the charges were incurred. |
Fiscal Year |
Enter, or click
|
Period |
Enter, or click
|
Subpd |
Enter, or click
|
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. 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. |
Post To Service Center |
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. |
Service Center No |
If you selected the Post to Service Center check box, you must enter a service center pool number. |
Entry Information
This group box displays user entry ID and date information. All information is non-editable.
Field | Description |
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User |
This non-editable field displays the ID of the person who entered the units. |
Date |
This non-editable field displays the date on which the units were entered. |
Posting Information
Field | Description |
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Seq No |
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. |
Source |
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. |
Total Units |
This non-editable field displays the column total for the Number of Units field in the table. |
Table Window
Use this table to record 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 an account number, or use
|
Account Name |
This field displays the name of the selected account. |
Organization |
Enter an organization number, or use
|
Organization Name |
This field displays the name of the selected organization. |
Organization Abbreviation |
Enter an abbreviated code of up to six characters for the organization number, or click
|
Project |
Enter, or click
|
Project Name |
This field displays the name of the selected project. |
Project Abbreviation |
Enter an abbreviated code of up to six characters for the project number, or click
|
CLIN |
Enter, or
|
Catalog |
Enter, or click
|
Item |
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
|
Item Revision |
Enter the revision for the current transaction. |
Sales Tax Code |
Enter, or click
|
Number of Units |
Enter the number of units related to this transaction line. |
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. |
Transaction Description |
Enter a description of this detail line. |
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. |
User-Defined Field 1 |
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. |
User-Defined Field 2 |
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. |
User-Defined Field 3 |
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. |
User-Defined Field 4 |
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. |
Notes |
Enter any notes you would like to store about the selected units transaction line. |
Ref 1 |
If you use reference numbers for data entry, enter a reference number that is assigned to reference number 1, or click
|
Ref 2 |
If you use reference numbers for data entry, enter a reference number that is assigned to reference number 2, or click
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