Associating Units with Asset Items

In the Equipment hub, you can associate a unit with an asset item, which allows you to track the unit-generated billing value for the asset item.

For example, assume that you set up a unit to track the usage of a piece of survey equipment that is a capital asset. You associate the unit with an asset item so that you can see the possible unit-generated billing value.

Set up units to associate with asset items in Settings > Units in the desktop application.

Enter transactions that record unit-generated billing values in Transaction Center > Transaction Entry (select Units or Units by Project in the Transaction Type field on the Transaction Entry form).

Associate a unit with an asset item in the Unit Association grid on the GL Book tab in the Equipment hub. The following rules apply when you associate units with asset items:

• You can associate one or more units with an asset item.
• You can assign a specific unit to only one asset item. You must delete the association between a unit and an asset item if you want to associate the unit with a different asset item.

On the Unit tab in Asset Management > Asset Review, you can view the possible billing value for the units that are associated with an asset item. You can see the project, quantity, and billing amount for the units from the unit transactions posted in the Transaction Center.