Auto-creation of a commitment curve from a Base commit record

Auto-create a commitment detail level curve from a commit BP record

As long as the Cash Flow module is set up in the project or shell you are working in, and you have permissions to both the module and to the commit business process record, you can create and view a commitment detail level cash flow worksheet directly from the business process record. There can only be one cash flow curve per record. Auto-creation of a commitment cash flow curve works this way:

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Auto-creation is enabled in the Business Process Workflow Setup for the project or shell. It is only available for base commit business processes and requires a Commitment detail level template.

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For a workflow BP, the administrator can specify a specific step to auto-create a commitment cash flow curve. The curve is created upon reaching that step, when a user accepts the task.

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For a non-workflow BP, the administrator specifies the BP status that will trigger curve auto-creation from the commitment cash flow template specified in the BP setup.

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Given the proper permissions, you will see the Cash Flow button on the business process record regardless of whether the auto-create feature has been enabled in the BP setup. This means that you have the option to create a commitment cash flow curve manually if the curve has not yet been auto-created.

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Creating the curve manually (by completing the curve properties, or by copying a project/shell level template) means Primavera Unifier will ignore an auto-create trigger when the record reaches the specified step or status.

A few things to keep in mind:

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If a detail curve already exists for the record, clicking the Cash Flow button will open the cash flow worksheet, which is view-only when opened from here.

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If there are changes to the base commit record (such as additional or modified line item amounts), these changes will be reflected on the commitment cash flow curve the next time it is refreshed.

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If the base commit record is terminated after the cash flow curve has been created, the curve will not be deleted. However, the next time the curve is refreshed, any data will be removed.

To auto-create a Commitment detail level curve from a base commit business process record

Open the base commit business process record. If cash flow is set up and you have permissions set, a Cash Flow button is available.

Click the Cash Flow button on the business process toolbar. If a cash flow Commitment detail level curve exists, the cash flow worksheet opens.

If the curve does not exist, you will be prompted to create a new curve. The Cash Flow by Commitment window opens. Choose one of the options:

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Manual. This allows you to create a new curve manually.

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From Template. This allows you to copy from a template. Click the Select button. The Templates log opens. Select a template to copy then click Select.

Click OK on the Cash Flow by Commit window. The Properties window opens.

Complete the Properties window and click OK. The cash flow worksheet will open to display the data. The curve will be saved in the Cash Flow log.

To open a cash flow worksheet from a base commit record

Open the base commit business process record. If cash flow is set up and you have permissions set, a Cash Flow button is available.

Click the Cash Flow button on the toolbar.

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If a cash flow Commitment detail level curve exists, a view-only cash flow worksheet opens.

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If the curve does not exist, you will be prompted to create a new curve manually or by copying a template.

Oracle Corporation