Page 36 - Administering the System Participant Guide (SDL)

Unanet recommends limiting the name of a Unit of Measure to four
characters, as that is the most that will appear on a Purchase Order form.

Items as Expenses

Expense Types are linked to Items to associate them with the appropriate Cost
Account/Cost Element. It is recommended to create Expense Types exclusively used
for Items. This is for invoicing purposes since both Items and Expenses are currently
lumped into one category.

Demo 7.1 – Create a New Unit of Measure and a New Item
MYCO has begun including the cost of headsets for remote resources in their
service contracts and will document their purchases in invoices sent to
customers. Log in as the Administrator, Ralph Durbin (rdurbin/welcome).

Demo Highlights

• Create a new Unit of Measure and Item
• Assign the new Item to a customer project
• Modify an Item at the Project level

Customer Invoice Numbering in Unanet
Creating multiple invoice numbering schemes enables Billing Managers to select a
specific format to appear on customer invoices on a project-by-project basis. Invoice
numbers in Unanet are guaranteed to be unique but will not necessarily occur in
sequence without gaps. If a draft invoice is deleted, the invoice number associated with
it will not be reused, which will create gaps in the number sequence. To resolve this
issue, the Billing Manager should manually edit the invoice number in Invoice > Setup
while it is in Draft status.

Invoice Numbers are not automatically reused when their associated invoice
is removed from the system, which can create gaps in the numbering
sequence.

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