Section Description Detail

The options included in this portion of the Cost Plus configuration screen allow you to define additional columns to be included in the line item details (which will precede those options defined in the Section Detail).

You can optionally configure up to 4 columns which will display (and be sorted) from left to right in the order you define them. The data defined for a specific column will appear positionally in that location.  As such, if you were to leave the first two columns blank, the value in the 3rd column would still appear in the 3rd column (having blank space to its left).  Should you leave a column to the right blank, the data in the current column will span both the current column and the space allocated to the adjacent blank column to the right.

The options in this section include:

• Value - The valid Value options for this section include:
• • Cost Element Description -- Cost Element Description if available, otherwise Cost Element
  • Cost Element Type -- Cost Element Type display value, one of (Labor, Other Direct Costs, Indirect Costs)
  • Document Number
  • • Expense Reports -- "ER" + Expense Report Number
    • Financial Documents -- VI, VP, CP, D, JE (based on document type) + Document Number
  • Expense Type -- Expense Type Name if available, otherwise Expense Type Code
  • Fee Method -- Fee Method Name
  • Item Code -- will be blank for non-Vendor Invoice item entries
  • Item Name -- will be blank for non-Vendor Invoice item entries
  • Labor Category -- Labor Category Code
  • Labor Category Description -- Labor Category Description if available, otherwise Labor Category Code
  • Location -- Location Name
  • Location/Document Reference
  • • Expense Report -- Location
    • Vendor Invoice -- Invoice/Reference #
    • Vendor Payment -- Check/Reference #
    • Customer Payment -- Check/Reference #
    • Deposit -- Deposit/Reference #
    • Journal Entry -- Reference
  • Pay Code -- Pay Code
  • Person -- Person Last Name, First Name
  • Project -- see Project/Task Display Controls on the Summary tab
  • Task -- see Project/Task Display Controls on the Summary tab
  • Vendor -- Vendor Org Name if available otherwise, Vendor Org Code

Additional considerations for this field:

• Any Value in this section that contains a null value will be reflected as a dash.

• The same Value cannot be selected for multiple fields.

• You may leave columns blank (with or without a Heading Label).

• Heading Label
• • This is an optional field.  
  • If a heading label is defined, it will appear above the column in that section (underlined).  
  • Having a header label specified does not require that a Value option be selected (ie it is valid to have a column with a header label and no values).

• Subtotal - When selected, an additional line reflecting a sum of the value in this section will be displayed, having a label of "Total For Heading_Label Value_Name:"

• • If a column subtotal is selected, the column must have a Value option selected as well.

  • When selected, Sub-totals are displayed even if amounts are not being displayed for individual line items

  • You have option of displaying subtotals for

  • • Amt - Amount

    • Qty- Can be Quantity or Hours

    • ITD QTy- Inception to Date Quantity or Hours

Date, quantity and amount columns are formatted using your Unanet instances chosen locale and/or currency formats.