The Cost type business process form enables you to track and manage cost information and interact with the Project/Shell cost sheet. Examples include base contracts or purchase orders, change orders, budget change requests, invoices, fund appropriations, and leases.
Additional cost-related functionality includes schedule of values (SOV) and payment applications.
In any change order (including change orders with Unit Cost-type Contract when the Unit Cost Contract option is selected), when you select a reference SOV, for selecting an SOV line item, Unifier uses the value of the Item Unit Cost field from the referenced SOV and makes the field read-only.
The Cost type business process form has several sub-types that are used to perform specific cost-type functions in Unifier. The cost business process subtypes are:
- Commit at company level (also known as Blanket Purchase Order)
This sub-type allows tracking and control of costs at the company level above the CBS level.
It is independent of a budget or cost sheet, and it is used for tracking non-CBS expenses across projects or shells.
Project/Shell level Commit at company level sub-type can be set up to reference a company commit.
Example of Blanket Purchase Order
A Blanket Purchase Order is a type of purchase order that the customer makes with its supplier. A Blanket Purchase Order contains multiple delivery dates over a period of time (often negotiated) to take advantage of predetermined pricing. It is usually used when there is a recurring need for expendable goods.
- Line items with CBS code
This sub-type relates to the Project/Shell cost sheet, directly.
The business processes that use a CBS picker to reference CBS codes must use the Line items with CBS code sub-type.
These business process transactions can directly affect the budget. Examples include Base Commits, Change Commits, General Spends, and Payment Applications.
- Line items with fund code
This sub-type is used for fund appropriation at the Project/Shell level.
Business processes can be created to automatically allocate or consume funding source funds, which are chosen using a Fund picker. These transactions are for fund management and do not necessarily affect the budget. Transactions on Line items with fund code sub-type roll up to the Fund Manager.
- Line items with both CBS and fund code
This sub-type is used during fund appropriation at the CBS level. These transactions are for fund management and do not necessarily affect the budget. Transactions on Line items with both CBS and fund code sub-type roll up to the Fund Manager and Cost Manager.
- Line Items with Both CBS and WBS Codes
This sub-type is used to roll up transaction data to the EVM-WBS Sheet and Cost Manager.
- Line items with company accounts code
This is a company-level business process that can be used to roll up transaction data to the company accounts sheet.
- Line items with asset code
This is a company-level business process that can be used to roll up transaction data to asset sheets.
- Line items with multiple codes
This sub-type is for business processes that can be used with a generic (non-CBS) cost manager.