Contents of the Unit Tables Form

Use these fields and options to set up new unit tables and enter, edit, copy, or delete unit details.

Toolbar Options

Field	Description
New	After you click this option, select one of the following: Select New Unit Table to open a blank unit table record. Use the blank record to create a new unit table record. Select Copy Current Unit Table to copy the current unit table record to a new record. You can then edit the copied record to create a new unit table. Select Select Unit Table to Copy to open the Unit Table Lookup and select a unit table record to copy. You can then edit the copied record to create a new unit table record. Select Create Unit from Item to open the Inventory Lookup and select an inventory item to use as the basis for the new unit record. This option is available if you are using the Purchasing & Inventory application, and the Use Inventory option is selected in Settings > Purchasing and Inventory.
Delete Unit Table	Click this option to delete the unit table that is displayed on the Unit Tables form.
Print	After you click this option, select one of the following: Select Print Current Unit Table to print the current unit table record. Select Print Active Group to print all unit table records currently active in the Units hub in the desktop application. Select Select Unit Table to Print to select the unit table records that you want to print.

Fields

Field	Description
Unit Table	Enter the name for the unit table. For the unit table to apply to a specific project, enter the project number and include leading zeros or delimiters. When you select the project in Units Transaction Entry, DPS displays the associated unit table in the Table field. For the unit table to apply to multiple projects, enter an alphanumeric name for the table. When you select a project in Units Transaction Entry, the Table field remains blank. You can then click the drop-down list in the Table field and select the appropriate table name. If you enter an alphanumeric name for the unit table, you can associate the unit table with one or more projects using the Unit Table field on the Accounting tab of the Projects hub. When you select an associated project in Units Transaction Entry, DPS displays the unit table in the Table field.
Status	Use this drop-down list to select the status for the unit table. The options are: Active: Select this option for an active unit table. Inactive: Select this option if the unit table is not active. Dormant: Select this option if the unit table is dormant. Dormant records only display in the Units hub. They do not display in any Unit Table drop-down list fields or lookups.
Cost Currency	Use the drop-down list to select the currency to use when you cost the units in the table to your projects. You cannot change the cost currency after you post transactions that reference the unit table. If you use multiple currencies in DPS, the Unit Table Cost Currency must match the Project Cost Currency that is selected on the Accounting tab of the Projects hub.
Billing Currency	Use the drop-down list to select the currency to use when billing the units in the table to your projects. You cannot change the billing currency after you post transactions that reference the unit table. If you track multiple currencies in DPS, the Unit Table Billing Currency must match the Project Billing Currency that you select on the Accounting tab of the Projects hub.
Available for Project Planning and Opportunity Estimates	Select this check box to make the unit table available for use in the Planning application and with opportunity estimates.

Units Grid Toolbar and Fields

Use this grid to add units to the unit table.

Field	Description
Edit	Click this toolbar option to edit a unit on the grid.
Copy	Click this toolbar option to copy a unit on the grid and create a new unit.
Insert	Click this toolbar option to add a new unit to the grid.
Delete	Click this toolbar option to delete a unit from the grid.
Unit Number	Enter a unique unit number. You cannot modify a unit number after it is saved. You set the length of your unit numbers during DPS setup. To increase or decrease the length of your unit numbers after setup, use Settings > Key Conversions > Units. If you use the Purchasing & Inventory application and created the unit table from an inventory item, this field displays the unit number.
Unit Name	Enter the name for the unit. You can print this name on the invoice. If you use the Purchasing & Inventory application, and created the unit table from an inventory item, this field displays the unit name.
Singular Label	Enter a label for the unit as it should display for a singular quantity. For example, enter day if the unit charge is based on one day of labor. If you use the Purchasing & Inventory application, and created the unit table from an inventory item, this field displays the singular label.
Plural Label	Enter a label for the unit as it should display for a plural quantity. For example, enter days if the unit charge is based on two days of labor. If you use the Purchasing & Inventory application, and create the unit table from an inventory item, this field displays the plural label.
Unit Type	Click in this field 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 defined in the Unit Type Codes lists on the Lists tab of (Settings > General > Labels and Lists). After a unit type has been used in a Units table, you cannot delete it in Labels and Lists.
Employee-specific Revenue	Select this check box if you want this unit's revenue to be applied to a specific employee for calculating employee realization. This will apply to units that employees enter on timesheets, units entered in the Transaction Center (units or units-by-project transaction types), and unit inserts entered in Interactive Billing. This column displays only if the Reporting Realization by Employee check box is selected on the Reporting tab in Settings > Accounting > System. This check box is not enabled when you use Purchasing & Inventory application and you enter an item in the Item column on the Units dialog box. When you select this check box, you must enter a billing rate and a revenue account in the grid on this form. These will be used to calculate realization for a specific employee. The revenue account that you enter in the Revenue Account field must already be entered as a realization allocation account on the Reporting tab in Settings > Accounting > System. When you do not select this check box and the revenue account that you enter in the grid on this form is entered as a realization allocation account on the Reporting tab in Settings > Accounting > System, a unit's revenue will be included in the overall labor revenue pool to be prorated among employees. Warning: If you assign a revenue account for units in Billing > Billing Terms (in the Invoice Override Accounts section of the Misc tab), this revenue account is used to calculate employee realization instead of the revenue account entered on the Units hub form. The realization is not allocated to a specific employee. If you want revenue allocated to a specific employee, do not enter a revenue account for units on the Misc tab in Billing Terms for a project. Entering a revenue account for units in Billing Terms can lead to unexpected results. For example, units that you expected to be allocated to employees may not be allocated, or units that you consider employee-specific may be included in the allocation pool. If an employee enters hours on a timesheet, but the work will be billed through a unit, enter the timesheet as non-billable or delete it in Interactive Billing. It should not be written off in Interactive Billing. Written-off records are considered to be work done over budget, work done outside the scope of the project, or work done incorrectly. Written-off records do not receive realization amounts.
Consolidate Posting Detail	Select this check box to consolidate your posting detail by project, phase, task, and account. If you have multiple charges for this unit to the same project, phase, task, and account, you can specify whether or not to have all the charges post together. This option displays if you use the Accounting application. When you select this option, DPS summarizes the cost per unit information for each unit entered in the same data entry run. This option determines if you store individual transaction cost detail or a single summary cost for the unit. This information is then available to print on project reports. For example, if employee William Apple posts two different line items in the same data entry run, one for 3 days and the other for 1 day, the posting displays as 4 days. When you select this option, the unit description on the project report displays as Consolidated Posting.
Available for Timesheet	Select this check box to make the unit available to timesheet users. These users can enter charges against the unit on timesheets. This check box is available if you use the Timesheet application and you select Yes for the Enable Unit Entry option in Settings > Time > Options.
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. If you enter a billing rate and do not enter a cost rate, DPS includes the unit on bills, but does not cost the item to the project. This is appropriate in the case of survey crews, for example, where the cost to the project comes directly from posting the timesheets of the individuals who make up the survey crew.
Billing Line Format	Use the drop-down list to select one of the following options for the format of the Billing line: Name only: Select this option to print a single line including the unit name and amount. The transaction quantity, singular/plural label, and rate also display if the Show math on bill check box is selected. Name and detail: Select this option to display the unit name as a header. DPS prints a single line including the description and amount. The transaction quantity, label, and rate also display if you select the Show math on bill check box. The description is user-defined and specified in the Name field. Detail only: Select this option to print a single line that includes the description from data entry and amount. The transaction quantity, label, and rate display if you select the Show math on bill check box.
Revenue Account	Enter the revenue account to which to post the unit when the unit is billed to the client. The unit charge is posted to this revenue account during the Final Invoice Accept process. This field displays if you use the Accounting application. Enter an account directly in this field, use the Quick Find feature to select an account, or click Search in this field and select an account on the Account Lookup. If you leave this field blank, the revenue is posted to the global revenue account that is specified for unit billings on the Accounts tab in Settings > Billing > General. When you generate the Office Earnings report or the Accounts Receivable Ledger report, this posting account is used to determine in which column the unit charge should appear. It does this by matching the posting account to a revenue account on the Invoice Mapping Accounts tab in Settings > Accounting > Accounts Receivable. If it finds a match, DPS prints the charge in the specified column. If it does not find a match, DPS prints the charge in either the Other column of the Accounts Receivable Ledger or the Other Billed column of the Office Earnings report. If you select the Employee-specific Revenue check box in the grid, you must enter a revenue account in the Revenue Account field. If you assign a revenue account for units in Billing > Billing Terms (in the Invoice Override Accounts section of the Misc tab), this revenue account is used to calculate employee realization instead of the revenue account entered on the Units hub form. The realization is not allocated to a specific employee. If you want revenue allocated to a specific employee, do not enter a revenue account for units on the Misc tab in Billing Terms for a project. Entering a revenue account for units in Billing Terms can lead to unexpected results. For example, units that you expected to be allocated to employees may not be allocated, or units that you consider employee-specific may be included in the allocation pool.
Consolidate Detail on Bill	Select this check box to consolidate a unit's detail to one line on the invoice. This check box displays if you use the Billing application and select the Name only option in the Billing line format field.
Show Date on Bill	Select this check box to show the transaction date, as entered on the Units hub form, for every transaction charged to a project. If you consolidate billing detail, you cannot print transaction dates. This check box displays if you use the Billing application.
Show Math on Bill	Select this check box to print the unit billing calculations on the invoice for each unit detail line. DPS prints the calculation in the format (quantity label @ billing rate). For example: 4 TESTS @ 75.00 Where 4 is the number of units charged, TESTS is the plural label, and $75.00 is the billing rate per unit. This check box displays if you use the Billing application.
Cost per Unit	Enter a numeric value for the rate at which to cost each individual unit. Enter the amount that should be costed to the project and general ledger expense account for each unit. If you enter 0 or leave this field blank, the unit is not costed when you post. For example, you do not want to cost a unit such as a Survey Crew because their time is costed during timesheet posting. If you set up the information in the Billing section to bill units, the unit displays with unit-level detail options to be billed. If you defined labor billing terms, the timesheet detail displays to be billed and should be written-off or charged to a non-billable labor code.
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 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. When you select a regular project in Units Transaction Entry, this account number displays by default in the Account field. You can override this account number when entering the unit in transaction entry, as needed. If you use the Purchasing & Inventory application, and create the unit table from an inventory item, this field displays the regular account.
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 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. When you select an overhead or promotional project in Units Transaction Entry, this account number displays by default in the Account field. You can override this account number when entering the unit in transaction entry. If you use the Purchasing & Inventory application, and create the unit table from an inventory item, this field displays the overhead account.
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. If you make the unit distribution credit by Organization, DPS skips this field. The credit is made to the project established in Settings > Organization > Individual. You can enter a project number 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. If the project does not have phases, or if you are making the unit distribution credit by Organization, DPS skips this field. You can enter a phase number 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, DPS skips this field. You can enter a task number 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. These accounts are specified in the standard Chart of Accounts. This field displays if you use the Accounting application. You must choose an asset, liability, indirect, or other revenue/expense account. This account must correspond to the charge type of the credited project, phase, or task for this unit. You can enter an account 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.
Fields Below the Grid	Make an entry in one or more fields below the unit table grid to limit who can use to the unit table. The organization and employees that you specify in these fields can use the unit table. Organization: This field displays if you have organizations enabled in DPS. Select an organization. Principal: Select a principal from the Employee lookup. Project Manager: Select a project manager from the Employee lookup. Supervisor: Select a supervisor from the Employee lookup. Code: Select a unit table code. The unit table codes are defined in Settings > Labels and Lists > Lists.