Contents of the Units Form

After you open a units transaction file, the fields that display in the header fields at the top of the form apply to the entire transaction. The grid fields represent individual transaction line items.

Header Fields

Field	Description
Unit	Enter the unit number or select a unit on the Units lookup.
Status	This field displays the current status of the transaction file.
Approved By	If the transaction file has been approved, this field displays the name of the approver.

Grid Fields

Field	Description
Date	Specify the date on which the unit period ended.
Project	After you select the project number, the Unit Table field displays the associated unit number as follows: If the project has an associated unit table, then the Unit Table number automatically displays in the Unit Table field. If multiple projects are associated with one unit table, then the Unit Table field remains blank. Use the drop-down list to select the appropriate table name.
Phase	This field displays the phase identifier.
Task	This field displays the task identifier.
Unit Table	If a project-specific or referenced table was entered on the Accounting Tab of Projects hub for the selected project, that table automatically displays in this field. Or, if multiple projects were related to one unit, you can select the associated unit table from the drop-down in this field. Units with a dormant status do not display in this field, nor are they available for selection from the drop-down list.
Account	If a project-specific or referenced table was entered on the Accounting Tab of Projects hub for the selected project, that account automatically displays in this field. If an account does not display, you can enter the account to which you are charging this item.
Description	Enter a description for the account.
Quantity	Enter the number of units to charge to this project. The quantity will be multiplied by the rate (billing or cost) for this unit, as defined in the Units hub, to determine the extended billing or cost amount for this unit.
Exchange Override Rate	If you use multiple currencies, you can use this field to override the exchange rate for a single line item. DPS stores each transaction amount that you enter in the currency that you selected on the New File dialog box. DPS also stores the amount in the functional currency of the company that owns (via organization structure) the project, phase, or task charged for the transaction. If the transaction currency and functional currency differ, DPS uses the daily exchange rates that you establish in Settings to calculate the amount in the functional currency. Usually, a transaction is recorded using the exchange rate in effect on the date the transaction took place, unless you specify an override in this field.
Employee	This field displays the name of the employee who entered the unit transaction on his or her timesheet. This field displays only if Allow users to charge units is selected on the Setup Tab of Company Timesheet Settings. An entry is required in this field if you use the Employee Realization Reporting feature and a unit has been designated for employee-specific revenue (the Employee-specific Revenue check box is selected on the Units hub form). Enter the employee for whom this unit's revenue will be applied as realization.
Document	Contact your DPS Administrator to enable FILESTREAM in Weblink if this field is not displayed. This field displays a Document button for each transaction item. The button displays in two ways: : This button represents a transaction record with no associated supporting documents. : This button represents a transaction record with existing supporting documents. If there are associated supporting documents for the transaction record, a tool tip displays the description of the associated supporting documents when you hover your mouse pointer over the Document button. Click the Document button to display the Supporting Document dialog box where you can add, view, or modify existing supporting documents for the corresponding transaction. On the Supporting Document dialog box, supporting documents that are associated with a transaction record that is posted to a reimbursable account will be marked as "print with invoice" in Billing > Interactive Billing by default. Supporting documents that are associated with a transaction record that is posted to a direct or indirect account will not be marked as "print with invoice" in Billing > Interactive Billing by default.