Updating Shells - Cost Manager Node, Schedule of Values - Payment Applications

Go to: Company Workspace > Admin mode > Templates > Shells > "Shell template" > Cost Manager > Schedule of Values > Payment Applications

Any Payment Application SOV structure setup existing in a shell template will be included in the Configuration Package.

The Structure option changes from Create Structure to Update Structure after a selection of the SOV Structure is made.

Conditions for Creating a Payment Applications setup Configuration Package

The first time that you package the SOV Setup, the design of any data source used in the column definition of the sheet must be part of the package.

This means that these designs must be included in the Configuration Package. If this check fails then the package creation will result in an error.

For subsequent exports, check will be made to ensure that the design which uses the Data Element (ex: Status) that is specifically used in the setup is present in the Published package. As long as this condition is met, the package creation will be successful. If not, the latest design will have to be included in the package.

Other dependency checks performed at the time of Import:

The first time that the Pay App SOV Setup done in a shell Template is imported, the Cost sheet defined and set up in the shell template must also be included in the package. If this check fails then the package import will result in an error. For subsequent imports, the Cost sheet setup need not be part of the Import Package.

The first time that the Pay App SOV Setup is packaged, the BP setup of the Payment Application BP must also be included in the package. If this check fails then the package import will result in an error. For subsequent imports, the Payment Application BP setup need not be part of the Import Package.

Payment Applications Components in the Configuration Package

The system includes the following components of Payment Applications in the Configuration Package (.zip file):

Component

Field / Option

Payment Application Properties / General

All fields

Payment Application Properties / Options

All fields

Payment Application Structure / Columns

All columns



Last Published Monday, August 28, 2023