The Cost Line Item Type (uuu_cost_li_type) on the detail form is populated with Lump Sum or Unit Cost based on the selection of the option that you have made at the time of adding line items. When you click Add and select either Lump Sum, or Unit Cost, Line Items window opens. The Line Items window has two section: Upper form (Detail form that follows the uDesigner Detail form design) and lower grid (fixed by system). The following explains all the fields in detail:
Line Item window toolbar
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Line Item window fields
Add > Lump Sum (No added cost) - Upper form (General)
- Short Description
- Cost Line Item Type
- Amount
- Role Effective Date
- Description
- Spend Category
- Work Package
- Item Quantity
- Unit of Measure
- Item Unit Cost
- Costed Amount
Add > Lump Sum (Added cost) - Upper form (General)
- Short Description
- Cost Line Item Type
- Amount
- Description
- Costed Quantity
- Not Costed Quantity
- Spend Category
- Work Package
- Item Quantity
- Unit of Measure
- Item Unit Cost
- Costed Amount
- Not Costed Amount
Add > Unit Cost (No added cost) - Upper form (General)
- Short Description
- Cost Line Item Type
- Amount
- Role Effective Date
- Description
- Costed Quantity
- Not Costed Quantity
- Spend Category
- Work Package
- Item Quantity
- Unit of Measure
- Item Unit Cost
- Costed Amount
- Not Costed Amount
Add > Unit Cost (Added cost) - Upper form (General)
- Short Description
- Cost Line Item Type
- Amount
- Role Effective Date
- Description
- Costed Quantity
- Not Costed Quantity
- Spend Category
- Work Package
- Item Quantity
- Unit of Measure
- Item Unit Cost
- Costed Amount
- Not Costed Amount
Toolbar - Upper form (lower block)
- Add Cost
This option allows you to add cost distribution lines to the grid, within a line item. You can add more than one cost lines by selecting multiple items from the CBS Picker window (Select CBS Code). Selecting more than one CBS/CBS code results in added lines to the grid and the Cost Code/Code Name fields are populated accordingly. You can edit the CBS/CBS code by double-clicking the cell. The Add Cost option is available when the Allow Cost Breakdown is checked in uDesigner. Add Cost will be disabled when the record reaches terminal status.
- Remove Cost
This option allows you to remove cost distribution lines from the grid, within a line item. You can select multiple lines and remove them collectively. The Remove Cost option is available when the Allow Cost Breakdown is checked in uDesigner. Remove Cost will be disabled when the record reaches terminal status.
Note: When you remove a line item from the grid, it will impact the calculations in the General section. If the line item is coming from an SOV sheet, then deletion is not permitted on those lines.
- Copy Cost
This option allows you to select/copy one costed line item and create a new costed line item using the selected/copied costed line item. You cannot select more than one costed line item for copying. The Copy Cost option is available when the Allow Cost Breakdown is checked in uDesigner. Copy Cost will be disabled when the record reaches terminal status.
- Add Remaining
- When you select this option, the CBS Picker window (Select CBS Code) opens and allows you to select multiple codes. You can allocate the remaining cost, or quantity, to multiple codes.
- If you select Lump Sum as the cost line item type, you can use the Add Remaining option for adding Not Costed Amount line, and the Amount field is auto-populated based on Not Costed Amount. If the Costed Amount (total amount from all costed lines), on the General section, is equal to the Line Item Amount, then the Add Remaining option will be disabled.
- If you select Unit Cost as the cost line item type, you can use the Add Remaining option for adding Not Costed Quantity line, and the Quantity field is auto-populated based on Not Costed Quantity. If the Costed Quantity (total quantity from all costed lines), on the General section, is equal to the Line Item Quantity, then the Add Remaining option will be disabled.
- The Add Remaining option is available when the Allow Cost Breakdown is checked in uDesigner. Add Remaining will be disabled when the record reaches terminal status.
Fields - Upper form (lower block)
You can make change within the editable or required cells of the following columns:
- Cost Code
You can click the cell and select a Cost Code from a Cost Sheet of the same Shell.
- Code Name
This is a read-only field. The value is auto-populated by the system according to the Cost Code selection.
- Short Description
The value is auto-populated from the line item Short Description field. You can modify the default value.
- Quantity
If the type of the line item is Unit Cost, you can edit the value of this field and enter the costed quantity. If the type of the line item is Lump Sum, this field will not display.
- Unit Cost
If the type of the line item is Unit Cost, the value of this field is read-only. The value is auto-populated according to the unit price value that you entered in the upper form (General). If no value was entered in the upper form (General), the default value of this field will be zero. If the type of the line item is Lump Sum, this field will not display.
- Amount
If the type of the line item is Unit Cost, this field is calculated by the system (Quantity * Unit Cost). If the type of the line item is Lump Sum, you can edit the value of this field and enter the costed amount.
Change Commits BP of Summary Payment Applications SOV type
The Change Commits BP of Summary Payment Applications SOV type, similar to the Base Commits, you use Lump Sum and Unit Cost items to add new line items. In addition, you can use the Modify Committed Line Item option (Add) to modify a reference commit line item that exists in the Reference Base Commits record. When you select the Modify Committed Line Item option (Add), the Commit Line Item Picker window opens, and the line items existing in the SOV sheet.
Commit Line Item Picker window
You can select any summary line item from the Commit Line Item picker
The following explains the fields in the Commit Line Item Picker window:
- Ref
This column contains the reference number of the Change Commits Detail Line Item. The summary row displays the reference number of the Detail Line Item and the child row displays the reference number of the Cost Distribution Line Item (costed line item) from the parent line. For example, 1.1 is the costed line item for line item 1.
- Cost Code
This column contains the CBS Code associated with each distribution line. For summary rows (parent), the value for this column is blank.
- Code Name
This column contains the CBS Code associated with the code. For summary rows, the value for this column is blank.
- Cost Type
This column contains the Cost Line Item type for the Summary rows. For child rows, the value for this column is blank.
- Description
This column contains the contents of the Short Description (short_desc) field in the Detail Line item. For summary rows (parent), this column contains the Short Description of the Line Item. For distribution rows, this column shows the Short Description of each costed line item, and based on the user input, the value might, or might not be, the same as the Short Description of the Line Item.
Note: The names of the columns are based on the Summary Payment Applications SOV sheet structure.
Cost Distribution Grid log columns
- Cost Code
This field is both editable and required. You can click the cell and select a Cost Code from a Cost Sheet of the same Shell. Similar to the Line Items, you can enter a Cost Code and the same Cost Code will be available to select. You cannot change the Cost Code for exisiting Line Items coming from SOV.
- Code Name
This field is read-only and the value is auto-populated by the system according to the Cost Code that you have selected
- Short Description
This field is editable and the default value is auto-populated according to the Short Description (short_dec) field.
- Current Quantity
This field is read-only and the value is auto-populated by the system if you have selected Modify Reference Commit option, and the Cost Line Item type (uuu_cost_li_type) of the selected Commit Line Item is Unit Cost.
Note: If the conditions are not met, then the system auto-populates the value as "Quantity," from the source commit distribution line item.
- Current Scheduled Value
This field is read-only and the value is auto-populated by the system (regardless of the Cost Line Item type (uuu_cost_li_type). The value of this field can be updated when modifying an existing line is from an SOV sheet.
- Change Quantity
This field is read-only if the Cost Line Item type (uuu_cost_li_type) of the selected Commit Line Item is Lump Sum. If the Cost Line Item type (uuu_cost_li_type) of the selected Commit Line Item is Unit Cost, then you can edit this field and enter the costed quantity.
- Change Amount
If the Cost Line Item type (uuu_cost_li_type) of the selected Commit Line Item is Lump Sum, then you can edit this field and enter the costed amount. If the Cost Line Item type (uuu_cost_li_type) of the selected Commit Line Item is Unit Cost, then the value of this field is calculated by the system as: Change Quantity * Unit Cost.
- New Schedule Value
This is a read-only field and the value is auto-populated by the system when modifying an existing line is from an SOV sheet. The value of this field is calculated by the system as: Current Scheduled Value + Change Amount.