Unit

The Unit screen allows you to define a unit. Units are items that are charged to a client based on a number of units rather than by an hourly rate or multiplier.

Examples of units: copies, mileage, meals, drilling, water samples, OVA meter, surveys, site assessments, and days of work.

General

In the General area, define the unit.

Field		Description
	Code	Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
	Name	Enter a name to describe the document. The name does not have to be unique.
	Bill Code	Enter the code to use when the unit is billed.
	Bill Name	Enter the name to use when the unit is billed.
	Measure	Enter or select a unit of measure to apply to any quantity entered for the unit. This is used on reports and in billing to describe the value of the units. For example, a unit could be measured in hours, miles, or each.
	Source Type	Select if the source of the unit is Company or Employee . Once selected and the document has been submitted to final, this selection cannot be edited.
	Labor / Expense	Select if the unit is a Labor or Expense type. Once an option has been selected and the document has been submitted to final, this field cannot be changed. If the Source Type is Employee, this field defaults to Expense and cannot be edited.
	Requires Equipment	Select if an Equipment entry is required when the unit is entered. If the Source Type is Employee or the Labor /Expense is Labor, this field is read-only.
	Posting Group	Enter or select an active unit posting group. This determines the general ledger accounts used to post the unit. The available selections are limited to ones where the Source Type and Labor / Expense values match the Unit value. This field is required when the Source Type is Company and the Requires Equipment field is not selected. When the Source Type is Employee or the Requires Equipment field is selected, the field is read-only. When the Source Type is Employee, the unit's Expense Category determines the general ledger accounts used to post the unit. When the Requires Equipment field is selected, the Equipment Posting Group determines the general ledger accounts used to post the unit.
	Type	Enter or select an active unit type. This is required when the Requires Equipment field is selected because Unit Type is used with Equipment Type to determine the appropriate unit and equipment combinations.
	Status	Select the status of the document.