Costpoint Online Help

Item Linkage Subtask

Use this subtask to link Contract Line Item Numbers (CLINs) with items from the ITEM_PROD table in Costpoint Product Definition.

You can link multiple items to a given CLIN.

This subtask also contains a field for automatic billing quantities. An invoice is automatically generated each month by the Calculate Standard Bills screen for the number of items entered in the Automatic Billing Quantity field. Ceiling information is also stored in this subtask.

Set up this subtask after you initialize the Manage Parts, Manage Goods, or Manage Services screens and before generating automatic product invoices.

Contents

Field Description
Item

Enter, or click to select, the item number from the ITEM_PROD table. Costpoint validates that the item exists on the Manage Item Billings screen.

Revision

This non-editable field displays the revision number of the selected item.

Sales Item Description

The description of the item selected defaults from the Manage Parts, Manage Goods, or Manage Services screens.

Sales Abbrev

Enter, or click to select, a valid sales abbreviation code. The Sales Abbrev entered in the main screen defaults into this field and can be overridden.

Inventory Abbrev

Enter, or click to select, a valid inventory abbreviation code. The Inventory Abbrev entered in the main screen defaults into this field and can be overridden.

Ceiling RBA

This field stores a code used in determining the application of a ceiling based on items. Depending on the code entered, the ceiling is imposed on Revenue and/or Billings. Valid values are:

  • Revenue
  • Billing
  • All
  • None
Quantity Not To Exceed

Enter the maximum number of items, if applicable, in this field. This ceiling is imposed based on the ceiling code.

Automatic Billing Quantity

Enter the number of items to be automatically invoiced each month. The Calculate Standard Bills screen uses this value to generate an invoice. If you use this field, be sure to use the Equal to Billings After Retainage or Equal to Billings Before Retainage revenue formulas. Because the units are not entered via the Manage Unit Usage screen, they do not collect any revenue.

Quantity Sold To Date

This field is updated by the Billing Journal posting. It reflects the number of items billed on the project to date.

Quantity On Order

This field is updated by Costpoint Sales Order Entry and displays the number of items currently on order.

Basis for Pricing

Use this drop-down list to select the basis for pricing. Valid options are:

  • Total: Total pricing is based on a set unit cost for all items in a given order. This selection does not preclude giving price breaks based on quantity ordered. It means that, if a price break is given based on quantity, the price break applies to all items on that order, not only to the number of items above the price break quantity.
  • Incremental: Incremental pricing indicates that items on a single order can be priced at several different prices, based on a quantity pricing schedule. For example, if a client orders 50 units, the first 10 units can be priced at one amount, while the remaining 40 units can be priced at a different amount.