| Field | Description |
|---|
| Number
|
Enter a unique unit number. You cannot change this number after it is saved. You set the length of your unit numbers during installation. Use the Unit Number Conversion utility if you need to change the length.
|
| Name
|
Enter the name for the unit. You can print this name on the invoice.
|
| Labels: Singular
|
Enter a label for the unit as it should display for a singular quantity. For example, you enter
day if the unit charge is based on one day of labor.
|
| Labels: Plural
|
Enter a label for the unit as it should display for a plural quantity. For example, you enter
days if the unit charge is based on two days of labor.
|
| Unit Type
|
Click to display the drop-down arrow, then click the arrow and select a unit type from the drop-down list. Unit types do not affect processing. Use them to help you distinguish labor unit types from equipment or expense units for reporting purposes. The Unit Detail Report displays units of each unit type with detail and totals over a selected time frame.
The options include Equipment, Expenses, Labor, and any user-defined unit types that you enter in the Unit Type Codes code table ()
After a unit type has been used in a Units table, you cannot delete it in Code Tables Configuration.
|
| Billing Rate
|
Enter a numeric value for the rate at which to bill each individual unit. If you enter 0 or leave this field blank, the unit is billed based on the
Cost per Unit rate and the
project's billing terms.
|
| Cost per Unit
|
Enter a numeric value for the rate at which to cost each individual unit.
|
| Regular account
|
Enter the account number to debit when you post units to a regular
project. This account must be a direct or reimbursable expense account.
You can enter an account directly in this field, use the Quick Find feature to select an account from your database, or click
Search and select an account on the Account Lookup.
|
| Overhead Account
|
Enter the account number to debit when you post units to an overhead or promotional
project. This account must be an indirect expense account.
You can enter an account directly in this field, use the Quick Find feature to select an account from your database, or click
Search and select an account on the Account lookup.
|
|
Project
|
Enter the
project number to credit when you distribute costs to
projects using this unit. The
project charge type must correspond to the
Credit Account specified for this unit.
You can enter a
project number directly in this field, use the Quick Find feature to select a
project from your database, or click
Search and select a
project on the
Project Lookup.
|
| Phase
|
If the
project that you entered in the
Project field has phases, you must enter the phase number to credit when you distribute costs to
projects using this unit. The phase charge type must correspond to the
Credit Account specified for this unit.
You can enter a phase number directly in this field, use the Quick Find feature to select a phase from your database, or click
Search and select a phase on the Phase/Task Lookup.
|
| Task
|
If the
project that you entered in the
Project field has tasks, you must enter the task number to credit when you distribute costs to
projects using this unit. The task charge type must correspond to the
Credit Account specified for this unit.
If the project does not have tasks, or if you are making the unit distribution credit by Organization,
Ajera CRM skips this field.
You can enter a task number directly in this field, use the Quick Find feature to select a task from your database, or click
Search and select a task on the Phase/Task lookup.
|
| Credit Account
|
Enter the account to credit when you distribute costs to
projects using this unit.
You can enter an account directly in this field, use the Quick Find feature to select an account from your database, or click
Search and select an account on the Account lookup.
|
Insert or
Edit.