Defining Summary Totals
If you add a DE "refid" that has been configured to point to a Base Commit BP of SOV type Summary Payment Applications to the Upper Forms of a Cost-type BP (sub-type: Line Items with CBS Code and classification: Payment Applications), then the Elements Properties window (of the Detail Form) displays these additional elements:
- Summary Total column (appearing after the 'Total' column, highlighted on the image below)
- Summary Total option (at the bottom of the window, highlighted on the image below)
Note: The Summary Total option is only available to define the Summary Total calculation for the Payment Applications of SOV Type = Summary Payment Applications. This option is not available for Payment Applications Business Process (BP) or any other BP types. Also, if the DE "refid" has not been configured to point to the Upper Forms, or it has not been configured to point to some other type of BP, then the Summary Total option will not be available.
(Company Workspace > Admin mode > uDesigner node > Business Processes > select and open your <Payment Applications with Summary BP> > from the left Navigator click Detail Form > select and open the form > click Properties)
When you select DEs that correspond to the Decimal Amount, Currency Amount, or Integer Amount Data Definitions (DDs), only, the Defining Summary Total for Column window opens which enables you to select the following options under in the Summary Total block:
- As Defined
- Sum of All Rows
In the Defining Summary Total for Column window:
- If the Data Entry for a Data Element is set to Manual, then the option of Sum of All Rows is selected, by default.
- If the Data Entry for a Data Element is set to Formula or Auto-Populate, then the option of As Defined is selected, by default.
Note: If the DE is set as Formula, then select the option As Defined for Summary Total.
The following examples explain how Unifier processes the Summary Total value when the Data Entry for a Data Element is set to Manual:
If:
Requested this period = 69,000.00
Total previous claim = 118,600.00
And:
Total completed to date = Requested this period + Total previous claim
Then:
Total completed to date = 69,000.00 + 118,600.00 = 187,600.00
Result:
This is calculated correctly because this is how the Summary Total value is calculated when the Data Entry for a Data Element is set to Formula.
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If:
Scheduled value = 165000.00
Total completed to date = 187,600.00
And:
Balance to finish = Scheduled value - Total completed to date
Then:
Balance to finish = 165000.00 - 187,600.00 = -22600.00
Result:
This is calculated correctly because this is how Unifier processes the Summary Total value when the Data Entry for a Data Element is set to Formula.
The system-defined field "amount" is an exception to the rules above. That is to state, when the user selects this field and clicks Summary Total, then the option As Defined is selected by default.
The users have the ability to select the other option (Sum of All Rows) and click OK. Clicking Cancel cancels the operation, and closes the window, without making any changes to the selected option.
If the user selects a data element of data definition other than Currency, Decimal, or Integer Amount and clicks Summary Total, then Unifier displays an error.
If the user selects any of the following system defined DEs and then clicks Summary Total, then Unifier displays an error:
- scheduled_value
- uuu_spa_prev_amt
- uuu_spa_per_comp
If the user selects no DE and then clicks Summary Total, then the standard uDesigner error is displayed.
The column Summary Total displays the option as selected by the user in the Summary Total window. For DEs of Data Definition other than Currency, Decimal, or Integer Amount, the column Summary Total displays as blank.
In addition, the Element Properties page for a DE on the detail form of a Payment Application BP which refers to a Base Commit of SOV Type = Summary Payment Applications, displays the Summary Total field.
Note: This field is not visible for Payment Applications of other types.
Last Published Monday, June 3, 2024