Utility Invoice Line Item form
Use this form to enter the details of the new line item.
Locating the Utility Invoice Line Item form
When you click Add on the Line Item section bar on the Line Items tab of the Utility Invoice form, the Utility Invoice Line Item form opens in a new window.General section
| Field | Description |
|---|---|
| Name | A unique name to identify the utility invoice line item record that is being created. Enter a unique name. |
| Status | The current status of the utility invoice line item record being created. Click Create to add this utility invoice line item to the utility invoice. |
Units section
| Field | Description |
|---|---|
| Currency | The options to select the type and unit of measure. All options defined for the UOM type are displayed on the page. |
| Currency Exchange Date | The currency exchange date from the utility invoice. |
Details section
The fields that are displayed in this section depend on the utility bill type that is selected. Enter the details from the utility bill. Only utility invoice line items whose Include in Energy Use check box is selected have a corresponding log created.
Meter Service Allocations section
The service allocation percent and service location are displayed in this section. If the service locations displayed are not correct, click Add or Remove or click a hyperlinked Service Location entry to modify it. Clicking Add opens the Meter Service Allocations window. Use this window to define the service allocation percent and the service location. Clicking Create adds the Meter Service Allocation to the list of service locations.
Budget Code section
The budget code from the utility invoice is displayed in this section. To change the value for this utility invoice line item, use Find and Clear on the section bar.