The Summary Payment Applications SOV is associated with the Base Commits, Change Commits, and Payment Applications Business Processes of Summary Application type.
You can access the Summary Payment Applications node based on your permission, which is set in Access Control.
The log window (Schedule of Values: Summary Payment Application for <BP name>) is similar to the Payment Applications log window, except the title. The log window displays multiple application type.
In the log, you can create or update the structure of a Summary Payment Applications SOV sheet, related to a Base Commits Business Process of SOV Type = Summary Payment Applications. You also add items to, or remove items from, the columns and modify the SOV structure.
The following is a list of default structure within a column
- Ref.
- Cost Code [CBS Code/bitemID]
- Code Name
- Cost Line item Type [uuu_cost_li_type (Label comes from DE label of uuu_cost_li_type]
- Description
Note: Different Summary Payment Applications might have different columns, but the default structure will always be the same.
You can modify the following default column names:
- Ref.
- Cost Line Item Type
- Description
To modify the default column names, use the Options tab of the SOV Structure Properties window.
Note: The Cost Code [CBS Code/bitemID] and Item labels will be based on the Cost Sheet and are disabled.
If you auto-populate the Payment Application with the Line Item fields from the Base Commits (done in Options tab of the Base Commits in uDesigner), then these fields are available to be added as columns in the SOV.
Note: If there are any picker fields that refer to other sources, such fields cannot be added as a column. The drop-down list of the Auto-populate on Payment Application field includes the datasources.
Adding columns is similar to adding columns for Payment Applications SOV (including all Data elements from Payment Applications BP, and additional sources such as Scheduled Value, Commits Remaining Balance, etc.).
Additional system fields introduced in the Detail form of the Payment Application BP should be available to be added as columns.
Note: Summary and Detail line items are displayed for the logical source that you have added to the SOV sheet, for example, Commits Remaining Balance.
From the right-hand pane, Schedule of Values: Summary Payment Applications for <BP NAME> window, you have the option to click the record number and open the base record. The gear icon, for each SOV Base Record, enables you to:
- Open
Open a record.
- Permissions
Set permissions to a record.
- Open Base Record
Open the base record.
- Open Classic Interface
Open the base record in Classic View.
When you open a record, in the Schedules of Values: Summary Payment Application window of a base record (, the following toolbar options are available:
- Refresh
- Find on Page
- Menu drop-down option (three-horizontal lines icon)
This option enables you to export or access the record properties.
Use Expand-Collapse option (the plus or minus icon) to adjust the list view.
When you open a record, in the Schedules of Values: Summary Payment Application window of a base record (Payment Application BPs of Summary Payment Application SOV type), the Ref column displays information when you select an SOV line item type as individual Commit Lines. The Ref column is not displayed when you select an SOV line item type as Group by Commit Codes.
The right-hand pane tabs of the CBS Code, when you click a CBS Code, are:
- General tab
- Attachments tab
The added attachments will be shown in a grid similar to cost sheet. You cannot not add attachments in this tab.
- Notes tab
The CBS notes added in the cost sheet will be displayed here. You cannot add notes in this tab.
In the Schedules of Values window of a base record, the Schedule Value lists a series of values, when you click on a value, the following tabs are displayed on the right-hand pane:
- Line Items tab
The tab displays all of the transactions in the cell.
- Cell Details tab
- Attachments tab
- Notes tab
You can reorder rows by drag and drop in the sheet, similar to General Spends SOV.