Business processes for a generic cost manager are line item type BPs; and to distinguish them from line item cost BPs for the standard Cost Manager, they are called "line items with multiple codes."
Note: These BPs do not use a CBS code structure. Instead, it uses a coding structure that you must create when you launch the BP.
There are several classifications of this BP type:
Generic | Use this for miscellaneous line item BPs that do not fall into the other categories, including fund-related or those related to blanket purchase orders. With this type of BP, you can:
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Transfer | Use this for transferring currency from one account to another. With this type of BP, you can consolidate line items. |
Base Commit | Use this for:
With this type of BP, you can:
From this type of BP, you can:
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Change Commit | Use this for:
With this type of BP, you can:
From this type of BP, you can:
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General Spends | Use this for monies to be spent; for example, an invoice or partial payment of services, often charged against a prior commit. This BP updates an entry on the Commitment Summary. |
Lease | Use this for creating payment schedules for rental properties. This BP shows users the expected payments for the lifetime of a lease according to a regular or straight-line schedule. A Lease BP automatically creates these schedules, on which users can track incoming and outgoing payments. You can design a Lease BP to auto-create other BPs, such as a payment request. Primavera Unifier users can also create an "allocation template" to pro-rate lease payments into different amounts for multiple tenants in a building. The template will designate a breakdown of the costs for each tenant and Primavera Unifier will use this breakdown to create the payment calculations. |
Reservation | Use this to reserve a space, an object from a line item, simple, or document type business process; or an item from a configurable manager (code-and-record-based). For information on how the Reservation business process works, see Cost Type: Line Items with Company Account Code. |
Note: For cost BPs of this type, you can give users permission to modify line items at any time during the workflow before the end step is reached.