The totaling cost breakdown to the line item can be done for:
- Line items with editable numeric data element columns (line item and costed lines)
- Line items with editable numeric data element columns (line item and costed lines)
- Line items with cells that are based on formula
- Line items with cells that are percentages
The following explains each option.
Line items with editable numeric data element columns (line item and costed lines)
You can see the sum of all the costed line item values after entering the pertinent values in the editable fields (line item and costed lines). That is to say, when you enter values in the costed line items, the system sums up those values and displays the resulting value in the corresponding cell of the line item.
Example
Contracts with Cost Break down
Enter the costed line item information in the “Other Amount this Period” field. Once you click elsewhere, the system displays the sum total of the costed line item values in the "Other Amount this Period" field of the line item.
Line items with editable numeric data element columns (line item and costed lines)
If the fields are read-only, then there are not summations.
Line items with cells that are based on formula
When the line item cell has a formula definition, then the sum (roll up) for the cell in the line item is not generated from the costed line items. The calculation for this cell is based on the line item values.
Example
"Completed and Stored to Date" is a formula field = Total Previous Payments <uuu_spa_prev_amt> + Requested this Period <spz_total_tp> + Stored Materials Amount <uuu_spa_mat_stored>. As a result, the cell value for "Completed and Stored to Date" in the line item = Total Previous Payments <uuu_spa_prev_amt> + Requested this Period <spz_total_tp> + Stored Materials Amount <uuu_spa_mat_stored>.
During runtime, the system Data Element (DE) uuu_spa_prev_amt, on a Summary Payment Applications detail form, is calculated by the system as the sum of following (from SOV):
- The uuu_spa_prev_amt, and
- The data element selected in udesigner option "Total Previous Payments = Total Previous Payments + ..."
By default, uDesigner selects the "Amount" field from the system detail form in this option and the formula for uuu_spa_prev_amt equals the sum of:
- The uuu_spa_prev_amt from SOV, and
- The amount from the SOV.
If the user selects some other option in uDesigner, for example, the data element "Amount Requested this Period," then the formula for this field would become:
- The uuu_spa_prev_amt from SOV, and
- The amount Requested This Period from SOV
Line items with cells that are percentages
System-defined uuu fields, and user-defined custom formula fields, which are treated as percentages field and set as formulas, do not sum up the values from the costed lines to the line item.