Commitment funding sheets are based on individual base commit records (e.g., contracts or purchase orders) on which commitment funding has been enabled in the uDesigner design. The structure (columns) of the sheets is based on a structure, which in turn is based on a commitment funding sheet template.
Commitment funding sheets can be accessed from the Commitment Funding Sheet log, or from the base commit record with which the sheet is associated. (Accessing the sheet from the commit record is dependent upon the business process design: for workflow business processes, funding is enabled per step; for non-workflow business processes, funding will be enabled when the form is editable. The funding sheet may also be available for viewing on view forms, depending on the design. The funding sheet is available if a Funding button is present on the base commit record toolbar.)
Note: Remember that commitment funding sheets have record-level permission. The creator of the base commit becomes the creator of the commitment funding sheet created from it, and must grant view or edit permission to other users that may need to access it.
To access commitment funding sheets
Do one of the following:
- In the Commitment Funding Sheet log, select a sheet and click Open (or double-click the sheet).
- Open the base commit or change commit record. If a Funding button is present on the toolbar, you can click it to open the commitment funding sheet.