Cost Type

Cost type BPs employ different sub-types and classifications. The sub-type determines what type of code it will use, such as a fund or CBS code. The classification dictates the behavior of the BP. For example, a Base Commit classification of a Cost Type BP can create a schedule of values; a General Spends classification can create an invoice at the CBS level.

The following explains the sub-types, and the associated classifications, of Cost-type BPs (Company Workspace > Admin mode > uDesigner node > Business Processes > click New from the log > Cost > Edit Studio window > General tab > Sub-Type):

Sub-Type	Classification
Commit at company level	No classification
Line Items with CBS Code	Generic Base Commit Change Commit Transfer General Spends Payment Applications
Line Items with Fund Code	Generic Transfer
Line Items with both CBS and Fund Codes	Generic Transfer
Line Items with both CBS and WBS Codes	No classification
Line Items with Company Accounts Code	Generic Transfer
Line Items with Multiple Code	Generic Base Commit Change Commit Transfer General Spends Lease Reservation

The following explains the Cost-type BPs classifications:

Classification	Description
Generic	Use this for miscellaneous line item BPs that do not directly relate to commitments, change commits, spends, or funding.
Transfer	Use this for transferring currency from one account or line item to another.
Base Commit	Use this for: Monies committed to be spent; for example, a contract or purchase order Creating an SOV for a general spends or pay application
Change Commit A Change Commit must reference a Base Commit.	Use this for: Changing or adding to a previous base commit Modifying a general spends or pay application SOV
General Spends A General Spends must reference a Base Commit.	Use this for monies to be spent; for example, an invoice or partial payment of services, often charged against a prior commit.
Payment Applications	This BP will create an SOV from the detail form. It will also support complex calculations, such as retainage, stored materials, paid-to-date, and payment based on percentage complete. Use this for: Scheduling payments against construction contracts Tracking/viewing previous and current payments made against these contracts Rolls up to the Cost Manager

The Statuses tab of the Cost-type BPs (Company Workspace > Admin mode > uDesigner node > Business Processes > click New from the log > Cost > Edit Studio window > Statuses tab) lets you specify the following statuses for a given record, as the record moves through a workflow, or during the records use in Unifier:

Pending
Approved
Rejected
Open
Closed
In_Service
Under_Maint
Review
Certified
Deployed
Certify
Created
Cancelled
Original_Approved
Change_Approved
Error_Cancel
Active
Estimated
Quoted
Negotiated
Final
Final_Approved
Inactive
Withdrawn
Canceled

A status indicates the condition or state of a record at any point in its life cycle. Statuses will vary according to the type of record. To include a status, click Add. You can select multiple statuses, from the list.

Statuses are necessary for a non-workflow business process to:

Designate the record final disposition
Keep the record active and editable
Close it to any further activity
Note: By default, all existing statuses for a non-workflow business process are defined as Active and the Inactive column is blank. Deactivating a Record Status affects a status if the user updates an existing business process record and requires the user to select a different status. (Inactive Record Statuses are not displayed to users when they create records.)

To make entering line items easier for the user, you can set a default status, such as "Pending," for all the new line items. To do so, select the status and click Default.

The statuses for records must include at least one terminal status; otherwise, the workflow cannot be completed. To make a status terminal, select the status and click Terminal. You can define more than one terminal status.

Note: You can use a terminal record status to trigger certain functions outside the scope of the business process or to make external data easily accessible from the business process or form.

In This Section

Cost Type: Line Items with CBS Code

Cost Type: Line Item with Fund Code

Cost Type: Line Items with Both CBS and Fund Codes

Cost Type: Line Items with Both CBS and WBS Codes

Cost Type: Commit at Company Level

Cost Type: Line Items with Company Account Code

Generic Cost: Line Items with Multiple Codes

Last Published Monday, June 3, 2024