Page 35 - Administering the System Participant Guide (SDL)

LESSON 7: CREATING INVOICE NUMBERS AND
INVOICE FORMATS

Learning Objectives

Create Items and Units of Measure and modify Items at the Project level

Customize Customer Invoice Number formats and Customer Invoice formats based on
customer needs or contract specifications
• Create and modify invoice number formats
• Build and modify Invoice Formats

Introduction
As part of the Purchasing and vendor invoicing process, Items can be used for anything
purchased by your organization to keep track of the cost and quantity of those
purchases. First, the Unit of Measure must be established, then the Item can be created
with an established UOM to calculate cost and bill rates as well as markup.

Unanet offers many options to personalize the invoices created in the system to enable
users to present information differently based on customer or contract needs. These
options can be set up after Posting Groups and Posting Options are configured and are
available whether you are using Billing or Financials.

Items in Unanet
The master list of Units of Measure is configured at the time of implementation but may
be updated at any time, as necessary. UOM is used in conjunction with Item Codes to
specify cost rate, bill rate, and markup for an Item. Items can also be added to the
master list to reflect contractual obligations or changes in business practices. When
creating new Items in Admin Setup, it is critical to ensure that at least one UOM is
associated with the Item to ensure it is available for transactions in the system. Items
can have no or many rates associated with them, each with its own effective date. Once
the list of Items and UOMs has been set up by the Administrator, Items can be modified
at the Project level without changing the settings in the Admin > Setup tables. The cost
and bill rates associated with Items will appear in some reports.

Lesson 7: Creating Invoice Numbers and Invoice Formats ©2021 Unanet. All rights reserved.
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