Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Set Up Unit Billing and Revenue

You must use the Materials domain to use Units Billing or Revenue.

The revenue and billing formula must be Unit Revenue if you are billing only units. However, units billing and revenue also compute with any of the transactional-based formulas, such as Cost Plus or Loaded Labor.

To set up unit billing and revenue:

  1. On the Manage CLIN Information screen, set up Contract Line Item (CLIN) information or set up product price catalogs on the Manage Product Price Catalogs screen.
    You can use either price catalogs or CLINs or a combination of both for items.
  2. On the Item Linkage subtask of the Manage CLIN Information screen, link items set up in either the Manage Parts, Manage Services, or Manage Goods screen.
    If you are using price catalogs, link the items on the Manage Product Price Catalogs screen.
  3. On the Project Unit Pricing subtask of the Manage CLIN Information screen, set up project unit pricing for the CLINs.
    If you are using product price catalogs, enter the unit price and quantities on the Manage Product Price Catalogs screen.  
  4. On the Manage Unit Usage screen, enter unit usage. Select the Post to Billings check box so that Open Billing Detail is populated.
  5. On the Post Unit Usage screen, post the units usage.
    When the journal prints, you may get a message that there is nothing to post. This means there is nothing to post to the general ledger, but Open Billing Detail is updated.
  6. Compute the bill and revenue.
    If the usage date of the units is within the starting and ending date of the Contract Line Item or Product Price Catalog, units bill with a unit price and revenue is recognized.