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 sidebar with the existing
assignments opens first.
The position’s unit—Per User or Per Device—determines whether the
dialog opens on people or on devices. You can switch the category in the
dialog; the choices are the categories you are allowed to read. You set the unit while
capturing costs and cannot change it afterwards. The dialog assigns the whole selection in one step, at most 1000 assets per
assignment. If the assignment fails, none of the selected assets is assigned;
the dialog stays open with the selection.
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
The Assign Units dialog blocks nothing once the free units are used up. If
a position has more units assigned than it provides, the period reports
how many units are assigned above capacity, and the Available 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 and cannot be undone: no
assignment changes are possible afterwards, and every row action switches to
View. If a month was finalized by mistake, the entire record has to be
deleted and captured again. Check Assigned and Available before you confirm the
Finalize Month? prompt.
