The Billing Periods tab answers who actually uses a position’s paid units.
Docusnap365 generates one billing period per month from the positions — see
Editing Costs. The list carries periods up to and
including the current month; future months do not appear.
Recognizing a Position’s State
The Type column in the period view shows whether there is anything to do
on a position:
This results in one of four actions:
Assigning Units
Assign opens the Assign Units dialog directly on a position with no
existing assignment; in every other case, the side panel with the existing
assignments opens first.
Whether people or devices are offered is decided by the position’s unit —
Per User or Per Device. You set the unit while
recording costs and cannot change it afterwards. Assignments are processed one by one: the dialog sends a separate request
for each selected asset. If part of it fails, the dialog stays open, the
successful entries drop out of the selection, and the failed ones remain.
Assigning and removing act on all future periods that are not yet finalized
— an assignment made in the current month remains in place until it is
explicitly removed. Unassign a device explicitly once it leaves.
Recognizing Over-Assignment
If a position has more units assigned than it provides, the period reports
the number of units assigned over utilization, and the Free tile shows a
negative value. Since the quantity of an existing position cannot be
changed, correct this through an additional position or an adjusted copy —
see Editing Costs. Finalizing a Month
Finalize Month closes the period for good: no assignment changes are
possible afterwards, and every row action switches to View. Check
Assigned and Free before you close it.
