This section discusses how to manage BP records, including searching for existing BPs, transferring ownership, viewing BP properties, and viewing Schedule of Values (SOV) or funding information from within a Cost type BP.
View an SOV sheet from the BP form
Commit (contract) or spend (invoice) BPs can be set up to automatically create a Schedule of Values (SOV) sheet. These transactions can be easily accessed directly from the BP form. The BP form remains active.
If the BP has been set up to automatically create an SOV sheet, once the SOV sheet has been created, an SOV button appears at the top of the BP form.
For more information about Schedule of Values (SOV) sheets refer to Unifier Managers User Guide (Unifier Cost Manager, About Schedule of Values (SOV)).
To view the SOV sheet created from the Cost type BP:
- Wait for the BP to reach terminal status.
- Click the SOV button to open the SOV sheet that corresponds to the transaction.
- Close the SOV sheet to return to the BP form.
Create SOV breakdowns
You can add SOV breakdowns from this view. Breakdowns are only in use in the SOV sheet, not the cost sheet. If another transaction exists for the CBS code, you will not be able to do a breakdown.
To add CBS code breakdowns that can be used to create invoices:
- Open the SOV sheet by clicking the SOV button.
- Click on a listed CBS code from the sheet. The CBS Detail window opens.
For more information about adding CBS breakdowns refer to Unifier Managers User Guide (Unifier Cost Manager, Adding Breakdowns to SOV sheet by Importing).
View, or edit, fund transaction details from the BP form
Commit (contract) or spend (invoice) BPs can be set up to consume or appropriate funds in the project/shell funding sheet or commitment funding sheet. These transactions can be easily accessed directly from the BP form.
If the BP form has been set up for funding (and is in the appropriate step, and you have funding permissions), a Funding button will appear at the top of the BP form. This allows you to perform a fund assignment while routing and approving a BP, such as a payment. Access to this button and fund information is dependent upon your Fund Manager permissions.
Refer to Unifier Managers User Guide (Unifier Cost Manager, About business processes enabled for commitment funding).
Refer to Unifier Managers User Guide (Unifier Cost Manager, About business processes enabled for funding).
Composite view of Base Commits and Change Commits
You can view a composite view of both Base Commits and Change commits. The SOV sheet is used as a composite view, and the SOV sheet will be the composite of the PO and all added lines from Change commits.
To support the line-item mode, the SOV sheet has a column called Ref that represents line item numbers.
There are other fixed columns, and the columns will be dependent on the mode.
- Line item mode:
- The Ref column represents the line item numbers for both Commits and Change Commits.
- The Description column shows the short description of the line item from the Commit.
- CBS mode:
- The Ref column does not have any data. The breakdown items do not include a ref number. The column width is four characters.
Note: For Base Commits Business Processes (BPs) with SOV type of "Summary Payment Applications," a special behavior line item has been provided to allow you to add further cost distribution details to the line items. This option is accessible in the Standard detail tab of the properties window and contains two options: Lump Sum and Cost Unit. Click Add and select the appropriate option.
- The Ref column does not have any data. The breakdown items do not include a ref number. The column width is four characters.
To view funding details from the Cost type BP:
- Wait for the BP to reach terminal status.
- Click the Funding button to open the Cell Detail window.
- Review the details of the transaction.
Note: This is the same window that you would see if you clicked on the link corresponding to this transaction on the project or shell funding sheet.
To reassign funding, click the Reassign Funds button. Refer to Unifier Managers User Guide (Unifier Cost Manager, About business processes enabled for funding).