Enter, or click to select, a source project.

Enter, or click to select, a Contract Line Item Number (CLIN). The CLIN must be either in the functional or billing currency; otherwise, Costpoint displays an error message.

The CLIN is used to group together products, goods, or services for the purpose of pricing. If your project does not use contract line items, you can use a generic CLIN number for all of the items sold under the project. You must enter a CLIN number in order for the billing calculation program to select the item price. If you are unsure of the CLIN number, use to select one. The CLIN description is automatically brought in from the project CLIN table.

Enter a catalog code for the catalog from which this item is to be billed.

Enter, or click to select, the item number that applies to this transaction.

If you use a revision number with your items, enter the revision number that applies to this transaction. If you are unsure of the revision number, you can click to select one.

There are two selling descriptions associated with each item. There is a short description 60 characters long and a long description 254 characters long. Enter either a short selling description and/or a long selling description that you want printed on the billing. Enter the long selling description in the large text box at the bottom of the screen.

Enter the usage date pertaining to this usage transaction.

Enter the sales tax code to be used for this transaction, if applicable.

Use this box to enter descriptive text about the transaction.