Unit Entry

Enter or select any active input document suffix that is available for the current document type. This can be used in reports to select or sort documents.

Enter or select an active company. This is the company responsible for the document.

The selected Source Company must be defined in the unit posting group or equipment posting group for any selected Units or Equipment selected in the Line Items area.

Enter a unique document number to identify this document.
This field automatically prepopulates and be read-only if an auto-counter has been defined for this type of document.

Enter or select a company. This field defaults to the Source Company. Only the Source Company or active or pending inactive companies that are in an established intercompany relationship with the Source Company can be selected.

If the line item Unit contains a value:

• And unit type is labor, only companies on projects that allow Regular Labor or Labor Adjustments can be selected.
• And the unit type is expense, only companies on projects that allow Regular Expense or Expense Adjustments can be selected.

If Unit or Equipment contain a value, only companies that have an active posting configuration in the unit posting group or equipment posting group can be selected.

If the Equipment value is updated for the line item, this field is automatically updated to the home company defined for the selected equipment.

Enter or select an active employee or vendor associated with the unit. The selection in EVC Type defines if employees or vendors are available in this field. If the EVC Type field is updated, this field is cleared.

Enter or select an equipment code. This field is required when a Unit that requires equipment is selected. Only active equipment with the same unit type as the selected Unit can be selected.

When a Company is entered, only equipment that has an equipment posting group that has an active posting configuration for the company can be selected.

When this field is updated, the Company and Organization is updated to the home company and organization defined for the selected equipment.

If the Unit field is updated, this field is cleared.

Select if the unit is for an Employee or Vendor.

Enter or select an active location. This defines where the work was performed and allows project charges to be analyzed by country or other location attributes.

When adding a new line item, Location defaults to the location from the employee expense report, if a location exists. Otherwise, Location will be blank.

Location is cleared if EVC Type changes from Vendor to Employee or Employee to Vendor.

Note: Location may be entered for a vendor and no change will occur.

Enter or select an organization. Only active organizations that belong to the line item's Company can be selected.

If the line item Unit contains a value:

• And unit type is labor, only organizations on projects that allow Regular Labor or Labor Adjustments can be selected.
• And the unit type is expense, only organizations on projects that allow Regular Expense or Expense Adjustments can be selected.

If the Equipment value is updated for the line item, this field is automatically updated to the home organization defined for the selected equipment.

Enter or select an active project. This field is required for labor type units.

If the line item Unit contains a value:And unit type is labor, only projects that allow Regular Labor or Labor Adjustments can be selected.And the unit type is expense, only projects that allow Regular Expense or Expense Adjustments can be selected.

If this value is updated and only one task exists on the project, the Task field is automatically updated.

Displays the sequence of the line item in the list.

Enter or select an active task that belongs to the selected Project.

If the line item Unit contains a value:

• And unit type is labor, only tasks on projects that allow Regular Labor or Labor Adjustments can be selected.
• And the unit type is expense, only tasks on projects that allow Regular Expense or Expense Adjustments can be selected.

This field is required when Project contains a value. If the Project value is updated and only one task exists on it, this field is automatically updated.

Enter or select the transaction date. This date is used when the transaction is posted to the general ledger and subsidiaries. The default is the Document Date.