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Lesson 2: CUSTOMER INVOICING IN UNANET (8)
1. In order for Customer invoices to be processed appropriately in Unanet,
where are the default contact/address for the Bill To, assigned?
a) Owning Organization - This is an incorrect answer because this
represents a financial internal department
b) Project Organization (Customer) - This is the correct answer
because the default contact/address for the Bill To is assigned on the
Project Organization (Customer)
c) Project Organization (Vendor) - This is an incorrect answer because
this represents a Vendor for which the company is to send payment to
with payment Remit To
2. On the Setup tab in the Project level Billing menu, what Invoice Options
need to be defined when configuring a project to be available for
invoicing?
a) Invoice as a stand-alone project or part of an Invoice Group - This
is the correct answer because these are the Invoice Options
b) Additional Invoice Formats - This is an incorrect answer because this is
an optional feature, and it is not located on the Setup tab
c) Contract Number - This is an incorrect answer because this data can
be found on the Other tab
3. On the Setup tab in the Project level Billing menu, what are the terms
used to define the specific projects involved in an Invoice Group?
a) Direct/Indirect Project - This is an incorrect answer because these
terms are used costs of a project not an Invoice Group
b) Project/Approver - This is an incorrect answer because these terms
are used in approval process not with an Invoice Group
c) Lead/Contributor Project - This is the correct answer because these
terms are used for an Invoice Group
4. In Unanet, what must all reporting of time and expense and resource
planning be performed against (charged to)?
a) A Bank account - This is an incorrect answer because a bank account
is not used to record time and expenses to
b) A Project - This is the correct answer because Unanet uses projects
to charge time/expenses to
c) A Role - This is an incorrect answer because a role is not used to
record time and expenses to
APPENDIX A: CHECK YOUR UNDERSTANDING ANSWER KEY
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