A new form ‘Unit codes entry’ is added which allows users to quickly enter unit codes. Based on the “Unit codes” and “Deliver now quantity” entered by the user on the form, the system automatically creates expense journals and/or fee journals for billing purposes. Users are provided with the option of either posting “Deliver now quantity” or all the “Remaining quantity”.

Go to Project management and accounting > projects360 > Unit codes > Unit codes entry

Show field can be used to filter the unit code entry records based on the status. There are 3 options “All”, “Open” and “Delivered”.

Details of the fields available on the Unit codes entry header section are as follows –

Fields Description
Entry Id This field auto populates from the number sequence set on the parameters form.
Project ID Selet Project ID for which unit code entry to be created.
Project name Display project name.
Main project name Display main project name.
Customer name Display customer name .
Description Enter the description
Total sales amount Displays sum of “Sales line amount” from “Unit code entry lines”.
Status Displays status.
Note – Status will be updated to “Delivered” when all “Unit code entry lines” related records’ status is “Delivered”. If not, header status will remain as “Open”.

Details of the fields available on the Unit codes entry header section are as follows –

Fields Description
Entry Id This field auto populates from the number sequence set on the parameters form.
Entry line number Displays auto generated entry line number.
Unit code Enter Unit Code..
Description Enter the description.
Activity Id Select Activity.
Resource Select resource.
Quantity Enter quantity.
Deliver now quantity Update the deliver now quantity with which the jounrals will get posted.
Delivered quantity Displays delivered quantity.
Remaining quantity Displays remaining quantity.
Sales currency Displays sales currency.
Sales price Defaults sales price and is editable.
Sales line amount Displays sales line amount.
Status line Displays status

Details of the buttons available on the Unit codes entry are as follows –

Fields Description
Copy Allows users to copy the selected unit code entry header and lines as a new entry for a selected Project Id.
Post Deliver now option will post Expense/Fee journal considering the quantity from the “Deliver now” field. Deliver all option will post Expense/Fee journal considering the quantity from the “Remaining quantity” field.

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