Design Requirements for a Generic Cost Manager

For a Generic Cost Manager to work effectively, you will need to create the following components in uDesigner.

Note: For a description of business processes this Cost Manager uses, see Business Processes Overview.

Generic Cost Manager Attribute Form

The information from this attribute form appears in the Generic Cost Code Details window when a user adds a row to the cost sheet template; also appears on the picker on cost-type business processes where users must select a cost code from the generic cost manager.

Picker

Unifier populates most pickers with the records that you see in the logs on the right pane of the screen, and uses the layout of the headings on the logs for the layout of the picker. These logs show the records that were created, for the most part, with attribute forms. However, attribute forms for generic cost managers use pickers designed specifically for them because they do not create records that will appear on logs; they exist only as part of a cost sheet. In these cases, you will need to design a picker in the same way you would design a log.

Design Flow

The following table outlines the design steps necessary to launch the manager and create the attribute form.

1. Create a data structure (if necessary).

See Creating a Data Structure.

2. Launch the manager.

See Launching a Manager.

3. Create a Generic Cost Manager Attribute Form.

See the instructions beginning with Adding Blocks to the Attribute Form and also Adding Fields to the Form.

Mandatory fields for the attribute form are:

Code name (uuu_cm0_name)

Cost code picker (uuu_cm0_code)

Status (uuu_cm0_status)

4. Create a picker.

See the instructions under Designing a Picker.



Last Published Monday, June 3, 2024