How to Set Up SOV

Before you begin

Base Commits and Change Commits Business Processes must be set up for the Project/Shell.

Step 1: Create and set up SOV template (General Spends only)

You can create a template in the Templates log in Administration Mode. If you are using General Spends SOV, the structure that will be used for the SOV sheets is created from the template.

Note: You can define a General Spends SOV structure by copying from an SOV template in the Templates log.

Step 2: Set up SOV Structure (User mode)

  1. SOV Sheets are created, either manually or automatically, from Base Commits, based on the structure that is set up in Step 1.
  2. For General Spends SOV, the SOV structure is copied from an SOV template.
  3. For Payment Application SOV and Summary Payment Application SOV, the structure is copied from the line item grid structure of the Payment Application Business Process. This means that you must first complete the Business Process (BP) setup for the Payment Application BP before you can create the structure.

Step 3: Create SOV Sheets

You can create General Spends, Payment Applications, and Summary Payment Applications SOV structures in project templates.


Last Published Saturday, July 13, 2024