Create New Change Order with Summary Payment Application
Based on the upper form properties, designed in uDesigner, if the add, copy, and remove lineitems options are checked, then you can select Add and create a line item from the Standard tab, in the Create New Change Order with Summary Pay App business process window. The following options will be made available when you click Add and when a referenced Base Commit has "Allow Variable Unit Cost in Cost Breakdown" is selected in uDesigner:
- Lump Sum
- Unit Cost
- Variable Unit Cost
- Modify Committed Line Item
For Summary Payment Application SOV type business processes, the Amount field can be either editable or read-only based on the following conditions:
- If you add a Lump Sum type line item to a BP, then Unifier will ignore the existing formula of the Amount field.
- If you add a Unit Cost type line item to a BP, then Unifier will honor the existing formula of the Amount field.
The cost breakdown of Lump Sum and Unit Cost is similar to the Base Commit Summary Payment Application SOV type BP (cost), explained in the previous section.
The summary and costed line item behavior for the first three options selected will be similar to Base Commit Summary Payment Application SOV type Business Process records with checkbox checked in uDesigner.
For the Variable Unit Cost line items, you are allowed to enter the uuu_unit_price for each cost breakdown. The amount will be calculated based on the unit rate and the quantity entered. The summary line item will have the uuu_unit_price disabled.
When you select the Modify Committed Line Item option, the Commit Line Item Picker window will be displayed. This window enables you to select and modify any line item from the picker. The cost line item type for the unit cost lines will be the Unit Cost; whereas, for the variable unit cost lines, the cost line item type will be the Variable Unit Cost.
When you click Save & Add New option, Unifier displays the Line Item type based on the last cost line item type that was selected. As a result, if you click Add > Lump Sum and then saved the Line Item and continue to click Save & Add new, then the new Line Item will be of Lump Sum type.
When you click Modify Committed Line Item option, and then click Save & Add new, Unifier launches the SOV picker.
Commit Line Item Picker
Note: The fields displayed vary based on the line item selected from the Commit Line Item Picker
The Cost Break down field, when you select a committed line:
- Committed line = Lump Sum, then the field seen will be "Not Costed Amount."
- Committed line = Unit Cost, then the field seen will be "Not Costed Quantity."
The grid columns are always dependent on line item creation.
Note: Grouping of line items through CSV is not supported for SPA BPs.
When you select the line item of type "Variable Unit Cost," the data element uuu_cost_li_type is copied over from the reference commit line item into the Change Commit line item and will be set as read-only.
The uuu_quantity and amount data elements, in the summary line item are editable. The uuu_unit price DE will be disabled for the summary line item.
If the selected line item has variable unit rates at costed lines, then an additional column (uuu_unit_price) will be seen in cost breakdowns that is copied over from the SOV.
The following columns will be in cost breakdowns in the Commit Line Item Picker, for the costed lines that are copied from SOV:
Cost Code
The Cost Code is a read-only field, and the value gets populated from the Commit Line Item Picker (for the SOV referenced lines). For the new costed lines, the Cost Code field can be edited, and it can pick from the CBS picker.
Code Name
The Code Name is a read-only field, and the value gets populated from the Cost Code selection.
Short Description
The Short Description is an editable field. By default, the value for this data element gets populated from the summary line item short_desc field.
Current Quantity
The Current Quantity column is read-only, and the value for the existing lines will be copied from the selected commit record. For the new costed lines that are added, this column will be empty and read-only.
Unit Cost
The Unit Cost column is read-only, and it displays the uuu_unit_price value that is coming from the selected commit record. For new costed lines added, this column will be empty and editable.
Current Scheduled Value
The Current Scheduled Value column is read-only, and it gets populated with the scheduled value from the SOV for the existing costed lines. For the new costed lines, this column will be 0 and will be read-only.
Change Quantity
The Change Quantity column is editable and you can enter the values for existing and new costed lines.
Change Amount
The Change Amount column is read-only, and the value is populated based on the calculation: Change Quantity * Current Unit Cost.
New Scheduled Value
The New Scheduled Value column is read-only, and the value gets calculated as: Current Scheduled Value + Change Amount.
In the Commit Line Item Picker, you can:
- Add new costed lines
- Copy existing costed lines
- Remove newly added costed lines
The In the Commit Line Item Picker toolbar options that are available in the Cost Breakdown tab (for the Commit Line Item) are:
Add Cost
When you select this option, the CBS picker is displayed so you can select single or multiple CBS codes in order to add the breakdowns. In the cost breakdown line, the following columns are displayed:
Cost Code
Editable field with value populated from the selected code, in the CBS picker. You can double-click the field and modify the value.
Code Name
Read-only field with value populated from the selected cost code.
Short Description
Editable field with value populated from the summary line item short_desc field.
Current Quantity
For the new costed lines added, the Current Quantity column value will be empty and read-only.
Unit Cost
For the new costed lines added, the Unit Cost column value will be empty and read-only.
Current Scheduled Value
For the new costed lines added, the Unit Cost column value will be 0 and cannot be edited.
Change Quantity
This column is editable and you can enter the values for new costed lines.
Change Amount
This column is read-only and the value is populated based on calculation: Change Quantity * Current Unit Cost.
New Scheduled Value
This column is read-only and is calculated as: Current Scheduled Value + Change Amount.
The gear menu options available for the costed lines are as follows:
Note: You cannot remove the existing line items that are coming from the SOV.
Copy
If you select an existing line item and click Copy, then you will copy the costed line item. THe current scheduled value will not be copied. Only the unit cost and change quantity columns are editable. The new scheduled value will be calculated based on the: change amount + current scheduled value.
You can copy multiple costed line items at the same time. All these line items must belong to the same summary line item.
You cannot pick costed lines from different summary line items.
Remove
If you select a new costed line item, then by clicking this option you will remove the costed line item.
For the committed costed line item (line items coming from the SOV), the Remove option is not available.
Once the Change Commit record is routed to the terminal step, the SOV will be updated with both the modified quantity, and the new scheduled value, for costed lines that exists in the SOV .
The variable unit rates that are provided in the cost breakdowns will be rolled up to the SOV, along with the quantity and amount for new lines.