Creating a BP Record for Contracts

Costs, such as Item Unit Cost, and currencies, such as Exchange Rates, display the level of decimal places defined within areas such as Base Currency, Project Currency, and Transaction Currency, as well as currency pickers. The number of decimal places might include up to 15 digits after the decimal point.

To create a contract with a cost breakdown of items:

  1. Select the applicable workspace.
  2. Select the BP tile where you want to create a record.
  3. Tap the Plus icon to create a record.
  4. If the BP record has multiple workflows, select a workflow. This component is available only for standard users.
  5. For fields that use bar codes, tap the Bar Code icon and aim your camera at the bar code of the object / equipment and wait till the scan is complete. In low-light conditions, tap the Flashlight icon to scan the bar code. You can also manually enter the bar code.
  6. For Hyperlink fields, tap the Hyperlink icon. In the Hyperlink dialog box, enter a name and the URL address, and tap Done. If the name for the URL is not entered, the URL is displayed by default.
  7. Tap Add an attachment to add attachments to the Main Form. For more information, see Working with Attachments.

    Depending on the record's design, including attachments for a line item might be required.

  8. Complete the Main Form.
  9. To add line items, tap the Standard tab and then tap the Plus icon. Note that the ability to add line items and cost breakdowns is based on the design.
  10. Upon selecting the Plus icon, the following options are displayed:
    • Lump Sum
    • Unit Cost
    • Variable Unit Cost
  11. If you select the Lump Sum option:
    1. In the Line Item tab, enter the line item information in the Detail form.
    2. The Amount data element is editable and any formulas defined in that data element are retained.
    3. The Item Quantity and the Item Unit Cost data elements, if present in the Detail form, are disabled.
  12. If you select the Unit Cost option:
    1. In the Line Item tab, enter the line item information in the Detail form.
    2. The Item Quantity and the Item Unit Cost data elements are editable and can be set as a formula in uDesigner.
    3. For cost breakdowns, the Amount data element is read-only and is always calculated based on the Unit Price formula as configured in uDesigner.
  13. If you select the Variable Unit Cost option:
    1. In the Line Item tab, enter the line item information in the Detail form.
    2. When you select Variable Unit Cost, the Item Quantity and the Amount data elements are editable.
    3. The Item Unit Cost data element is disabled and read-only in the line item.
  14. Tap the Cost Breakdown tab to add the cost breakdown for a line item. Not Costed Amount and Total Amount fields are seen. You can either add multiple cost breakdown lines by tapping the Plus icon or associating a single cost code to capture the breakdown of the line item amount by tapping the Remaining Amount icon.

    When you tap the Plus icon, the CBS Picker is displayed where you can select single or multiple CBS codes. After adding the cost codes, the fields seen in the cost breakdown line depend upon the Cost Line Item type value in the line item.

    • Cost Code and Code Name: Cost Code is editable and the value is populated from the selected code in the CBS Picker. Double-tap to modify the cost code. Code Name is read-only and is populated by cost code selection. This is seen for all the Cost Line Item types.
    • Short Description: Short Description is editable. This is seen for all the Cost Line Item types.
    • Amount: The amount for each cost breakdown line. This field is editable for the Lump Sum Cost Line Item type and read-only for Cost Line Item types of Unit Cost and Variable Unit Cost.
    • Quantity: This field is editable and seen only for Cost Line Item types of Unit Cost and Variable Unit Cost.
    • Unit Cost: This field is editable in the Cost Line Item type of Variable Unit Cost and read-only in the Cost Line Item type of Unit Cost.
    • Total Amount: The Total Amount is the sum of all the Amount of the Costed Line Items.
    • Not Costed Amount: The Not Costed Amount is the difference between the Amount of the line item and the Total Amount of Costed Line Items.

    When you tap the Remaining Amount icon, select any one cost code. Enter a Short Description. The Amount is system-populated and equal to the amount of the line item. The Not Costed Amount is 0.

  15. Tap Send (for workflow BP records) or Submit (for non-workflow BP records).

    If you are working offline, the business record is saved on your device. The record moves through the workflow only when your device is set to Online mode and has network connectivity. If you have a file with annotations, it is also sent to the server along with the BP record information.

    Notes: You can create any BP record if:

    • The BP has been enabled for the Mobile App.
    • You have permission to create the BP. The Plus icon will not be seen for users who do not have permissions to create a BP record.

Actions in the Cost Breakdown Tab

In the Cost Breakdown tab of a Standard line item, the Remove Cost option is displayed upon performing the Swipe gesture on the costed line. You can select to remove one or more cost breakdowns. When the selected cost breakdowns are removed, the total amount of costed lines is updated and the Non-Costed Quantity and the Non-Costed Amount, as applicable, are recalculated.

In the Cost Breakdown tab of a Standard line item, the Copy option is displayed upon performing the Swipe gesture on the costed line. You can only copy one cost breakdown line at a time. Copy inserts new cost breakdown lines and the Non-Costed Quantity and the Non-Costed Amount, as applicable, are recalculated.