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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. A Cash Flow button will display on the record if this is available.

A few things to keep in mind:

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You can create a commitment detail level cash flow curve from the record as long as one does not already exist for that record. (There can be only one detail curve per record.)

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You can create the curve manually by filling out the Properties window, or by copying a project/shell level template.

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If you want to use a template, it must be Commitment detail level and must have the business process selected in the Business Process field on the General tab of the cash flow template Properties.

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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 create a Commitment detail level curve from a commitment business process

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.

Note: Once a commitment detail level curve is created, you can toggle between Project and Transaction Currency.

Oracle Corporation