Create New Base Contract 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 Base Contract Summary Pay App window. The following options will be made available when you click Add:
- Lump Sum
Enables you to create line items with lump sum amount defined at the summary line item and at the cost breakdown level.
When you select Lump Sum, the summary line item and cost breakdown creation are set. The amount data element in the summary line item will be editable and any formulas defined on the amount data element will be honored. The uuu_quantity and uuu_unit_price will be disabled. The cost line item type for this type of line item will be lump sum. For the lump sum cost breakdowns, the uuu_amount data element will be editable. You can add the cost breakdowns with the amounts when the "allow cost breakdown" is configured, in uDesigner.
- Unit Cost
Enables you to create line items with fixed unit rate defined at summary line item and cost breakdowns that were added. Unifier will use the same unit rate to calculate the line item amount.
When you select Unit Cost, the summary line item will have uuu_quantity and uuu_unit_price data elements as editable fields. The summary line item can be set as formula, in uDesigner. The Amount field will be read-only and always calculated based on the formula configured in uDesigner.
When adding cost break downs, you can enter the CBS Code, a short description, and the uuu_quantity data element. The uuu_unit_price, for each break own line, will be read-only and is populated with the value from summary line. The Amount field, for each cost breakdown, will be calculated based on the formula: quantity * unit price. The Cost Line Item Type will be displayed as Unit Cost in the line item.
- Variable Unit Cost
Enables you to define a variable unit rate at cost breakdowns. The line item amount is calculated based on the variable unit rate.
When you select Variable Unit Cost, the summary line item will have the uuu_quantity and amount data elements editable, but the uuu_unit_price data element will be disabled and read-only. The Cost Line Item Type will be displayed as Variable Unit Cost in the line item. The following describes the data elements on the summary line item when the Variable Unit Cost is selected:
uuu_quantity
The uuu_quantity is an editable and required field. It can be set for either a manual or formula destination. The uuu_quantity DE can be set formula, or it can be set as auto-populate, in uDesigner. The auto-population or formula will work in user mode (at runtime).
uuu_unit_price
The uuu_unit_price is a disabled field. The formula or auto-populate design does not work for the Variable Unit Cost line item.
amount
The amount is an editable and required field. It can be set for either a manual or formula destination. The amount DE can be set as auto-populate, in uDesigner. The auto-population or formula will work in user mode (at runtime).
In the Variable Unit Cost, the data element uuu_costed_amount (in the upper section of the line item) will be calculated as sum of the amount (from all cost breakdowns). The uuu_non_costed amount will be calculated as (amount - uuu_costed_amount). The amount, in this case, is the line item amount. Similarly, the data element uuu_costed_quantity (in the line item) will be calculated as sum of quantity entered in all cost breakdown. In the uuu_non_costed_quantity DE, the data element uuu_costed_quantity, will be calculated as: uuu_quantity - uuu_costed_quantity.
Regardless of the Line Item type, the right-hand pane displays the Line Item and Cost Breakdown options.
Note: The availability of the Cost Breakdown options of Add Cost and Add Remaining is per uDesigner design. If the Business Process form does not permit cost breakdown, then these options will not be available.
- Cancel
- Save
- Save & Add New
When you click the Save & Add New option, the Line Item type displayed will be based on the last cost line item type selected. As a result, if you click Add > Lump Sum and then save the Line Item and continue to click Save & Add New, then the new Line Item will be of Lump Sum type.
On the right-hand pane:
The Line Item option contains fields that have been designed in uDesigner, and the fields are similar to those in other Business Processes with the Standard user interface.
The Cost Breakdown option enables you to open a grid that contains fields related to the Cost Line Item type such as the number, cost code, etc.
Use the Add Cost and Add Remaining toolbar options to add your cost or the remainder of the cost.
The "Not Costed Amount" (for Lump Sum) and "Not Costed Quantity" (for Unit Cost) options are also available.
Cost Breakdown option (Adding costed lines)
When you click the plus (+) icon, Unifier launches the CBS picker, and you can select one or more codes and add the codes to the grid.
The gear menu is available when you select a single line item or multiple line items, and it allows you to copy or remove an item.
Note: You can copy multiple costed lines by selecting multiple line items, click the gear menu, and click Copy.
Errors
In case of errors in Line Items, Unifier displays a detailed report inline (Error Location and Description). Unifier displays all form level validation errors and required field errors at the record level error location.
In case of errors in Cost Breakdown, Unifier populates an error column that contains the error indication followed by a message.
Add Cost
In the Line Item Details tab, the Cost BreakDown tab, the add cost(+) option will be enabled if in the upper form properties the Allow Cost Breakdown option is selected in uDesigner.
When you select the add cost option, in the Cost BreakDown tab, the CBS picker will be shown so you can select a single or multiple CBS codes to add their breakdowns. In the cost breakdown line:
Cost Code and Code Name
The Cost Code is editable and the default value will be populated from selected code in the CBS picker. You can double click and modify the cost code. The Code Name is read-only and populated by cost code selection.
Short Description
The Short Description should is editable. By default, the Short Description data element is populated from the value of the summary line item short_desc field. You can edit and modify the field.
uuu_unit_price and uuu_quantity
The uuu_unit_price and uuu_quantity DEs are editable and available for you to enter the values.
uuu_amount
The uuu_amount, in cost breakdown, will be calculated as uuu_unit_price * uuu_quantity.
Not Costed Quantity and Non Costed Amount
The Not Costed Quantity and Non Costed Amount will be calculated and displayed on the top of the costed lines.
Total Amount
The Total Amount for all costed lines is displayed.
uuu_costed_amount and uuu_costed_quantity
The uuu_costed_amount and uuu_costed_quantity, in the summary line item, will be calculated as the sum of amount and quantity from the costed lines.
Remove Cost
You can remove one or more cost breakdowns by using the Remove option (gear menu). When the selected cost breakdowns are removed, the total amount of the costed lines will be updated. The uuu_non_costed_amount and uuu_non_costed_quantity will be recalculated accordingly.
Copy Cost
You can copy one or more cost breakdowns by using the Copy opion (gear menu). For copied costed lines, besides the CBS code, the quantity unit cost and the amount will be copied.
Adding Variable Unit Cost lines by using the grid
You can add Variable Unit Cost line items in the grid view. Click Insert Line Item and select the Variable Unit Cost option (similar to the form view). When you click the Insert Line Item, the following options will be available, based on the form properties
- Lump Sum
- Unit Cost
- Variable Unit Cost
The Cost Line Item Type is set as "Variable Unit Cost" in the line item, when the Variable Unit Cost option is selected.
The behavior of data elements uuu_quantity, uuu_unit_price and amount in the Variable Unit Cost lines will be similar to the cost lines created from the form view. The uuu_unit_price DE, in the cost breakdowns, will be editable, and you can specify the variable rates for each costed line. The amount for each cost breakdown will be calculated based on the unit rate specified. Accordingly, both the uuu_costed_amount DE and uuu_noncosted_amount DE will be calculated.
In unit cost lines, the uuu_unit_price DE will be editable only on the summary line and read-only in cost breakdowns.
Once the base contract record which has the line items of both fixed and variable unit cost reaches the terminal step, the SOV will be created. The variable unit rates provided in the cost breakdowns will be rolled up to SOV along with quantity and amount.
The following table explains how the line item consolidation of the Variable Unit Cost lines takes place:
Source Business Process | Destination Business Process | Expected Results | What If Scenarios |
|---|---|---|---|
Generic Cost BP of CBS type and Non-SPA BP with the line items having cost (Non-SPA) selected as variable unit cost type. | Change Commit BP Summary Payment Applications SOV BP (SPA commits) | Copy the line item from the source. In the destination record, the summary line item will be created and cost line item type is populated as variable unit cost type. Cost breakdown will be created if the source line item has CBS Code defined. If the source BP is a CBS cost type, and the line items are consolidated from the standard source, then both the summary and the costed line items will be created and data will be populated as follows:
| If the line items are consolidated from the non-standard tab and CBS Code is not part of the source line item, then only the summary line item will be created with If the source BP is a line item type, then only the summary line item will be copied into the destination. The summary line item will have both the |
SPA commits and change commits type BPs with variable unit cost line items. | Generic Cost BP of CBS type and Line item type BP with the line items having cost line item type selected as variable unit cost type. | Only the summary line item will be copied. | If the destination BP is a CBS cost type, then the consolidation will fail because the summary line item will not have CBS codes. If the destination BP is a line item type, then using the line item consolidation line items will be copied if all of the required fields have values defined. In this case, the short description and the amount are copied in to the destination line item, if it exists. |
SPA commits and change commits type BPs with variable unit cost line items. | SPA commits and change commits type BPs with variable unit cost line items. | Both the summary line item and thecost breakdowns will be copied in to the destination. | New summary line items will be created (with all of their cost break downs) in the destination record. |