For a Generic Cost Manager

The Generic Cost Manager needs an attribute form to define the codes for costs generated under a shell. These codes can then be used to collect shell-level costs, such as assets, resources, or facility maintenance. Part of launching this manager is building the cost codes it will use from data elements (fields).

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Configurable Modules
  3. In the right pane, click New > Generic Cost. The Edit Studio window opens.
  4. On the General tab, enter a name and description for the manager.
  5. Click Apply, then click the Codes tab.

    On the Codes tab, you build the cost codes the generic manager will use for the cost functions in the shells your users will be using. These codes are a composite of multiple segments that identify the origin of the cost in the accounting scheme. To build the code, you must concatenate the accounting segments into one identifier by designing a composite field that combines multiple data elements. You will be building the code by combining values from text box data elements and specifying a string-type pull-down; for example, designing a field called "Fund Identifier" using a formula that includes Fund Name, Fund No., and location.

    Cost codes can be up to 250 characters long, including delimiters (such as dashes or underscores).

    Note: Do not include the name of the code in this pool of data elements. The name of the code should not be used in the code itself.

    1. Click the Add button. This adds a new row to the cost sheet.
    2. In the Code Segments Separator field, select a delimiter.

      The delimiter separates the elements. For example if you select a dash (-) between elements for Account Identifier, it would appear as Account-Record-Location.

    3. In the Name field, choose the data element (field) that should be the first segment of the cost code. Each data element you include under the Name field will be used as a segment, separated by the delimiter you specify in step b.
    4. To add another segment to the code, click Add again and repeat step c.
    5. Click OK.

      After you click OK, uDesigner displays the name of the manager on the right pane.

  6. To complete the launch, you need to design the attribute form for the cost manager.

    To start the attribute form:

    1. In the left Navigator, click uDesigner > Configurable Modules.
    2. In the right pane, double-click the generic cost manager you created.
    3. In the right pane, click New > Attribute form.
    4. In the left Navigator, click Detail Form and click New in the right pane.
    5. Under the General tab, enter a name for the form and a description.
    6. Click OK to save and close the window.

      uDesigner displays the name of the form on the right pane. At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.


Last Published Monday, June 3, 2024