Auto-populate on Payment Application from a Base Commits BP
You can use the method described in the topic Auto-Populating Fields to auto-populate a Payment Application with the line items from a Base Commits and Change Commits BP, or you can do it in one step when you design a Base Commits BP. To accomplish the auto-population in one step, you can use the Options tab to map the fields when you launch the Base Commit BP.
Note: If you select to auto populate the Payment Application with the line item fields from the Base Commits BP (Auto-populate on Payment Application option on the Options tab), the fields will be available as columns in the SOV sheet. If there are any picker fields that refer to other sources, those fields cannot be added as columns.
You can use this feature only on:
- SOV type Payment Applications
- SOV type Summary Payment Applications (Base Commits BP)
- SOV line item type individual commit line items
In operation, the Base Commits, Change Commit, and Payment Application BPs work as a "set." The Payment Application reflects the Base Commit and Change Commit line items. When you design the Base Commit BP to auto-populate the Payment Application, at runtime, Unifier will automatically check any Change Commits for the same field(s) and include their values as well on the Payment Application.
The runtime Payment Application detail form grid receives the auto-populated values from Base Commits source into its costed as well as summary lines.
You can configure the Data Elements (DEs) in the Payment Application to receive auto-populated values from:
- Base Commits BP
- Schedule of Values (SOV)
- Any other source (Upper Form, Detail form, Constant Value, Single Record BPs, and so on)
If a Data Element on the Payment Application is configured to receive auto-populated values from the Base Commits, and it is also configured to receive auto-populated values from other sources within the Payment Application, Unifier overrides the auto-populated values received from Base Commits in the Payment Application (PayApp). The override applies to the auto-populated values in the costed and summary lines.
When a data element (DE) is set to auto-populate from a Base Commit, Change Commit, or an SOV, the auto-populated values takes precedence when 0 value is sent for those DEs in CSV, Excel, or Rest API. Any value specified in the input request is ignored and the auto-populated values from Base Commit, Change Commit, or SOV will be used.
When the auto-populated values comes from the Base Commits and auto-populates the costed lines values, other columns may be generated in the PayApp grid. The formulas for those columns are based on the auto-populated costed column.
Auto-populating values are completed in spite of any merge from the Change Commit (SOV and new lines).
All the DEs in the Summary Payment Application grid accept auto-population, and the costed rows receive auto-populated values from Base Commits source, in all instances.
Notes:
- For auto-populating a Payment Application, the data element names must match.
- If you configure specific DEs to auto-populate from a Base Commit BP, do not configure the same auto-population using CSV, Microsoft Excel, or REST API in an SOV sheet for General Spends, Payment Applications, or Summary Payment Applications.
Caveats
- If the Payment Application is auto-populated using both methods, the "usual" method will override this method.
- You cannot auto-populate the following fields on a Payment Application:
- amount
- uuu_quantity
- bitemid
- any picker, except a date picker
- short_desc
- uuu_unit_price
- any data element that is part of a dynamic data set on the Base or Change Commit BP
Last Published Wednesday, July 2, 2025