Cost Type: Line Item with Fund Code

Use this type of BP for fund appropriation at the project level. With this type of BP, you can design business processes that will automatically allocate or consume funds to specific CBS codes. These transactions are for fund management and do not necessarily affect the budget. Transactions on this type of BP roll up to the Fund Manager.

You can use this BP in a shell that uses the Standard Cost Manager.

Cost type business processes 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. There are two classifications of this BP type.

Generic	Use this to allocate funds from the company fund master sheet to specific projects.
Transfer	Use this for transferring fund amounts from one fund code to another.

Design Requirements for Line Items with Fund Code Business Processes

For these business processes to work effectively in Unifier, you will need to create the following components in uDesigner:

Upper form
Detail form
Line Item List
Workflow
Log

Design Flow

The following table outlines the design steps necessary to create this business process.

1. Create a data structure (if necessary)	This structure will include the data elements to be used on the forms. (If the data structure has not been created, see the instructions beginning with Creating a Data Structure.)
2. Launch the design	This step initializes the design process for the BP. See Starting a New Design (Edit Studio).
3. Create an upper form	See the instructions beginning with Designing an Upper Form.
4. Create a detail form	See the instructions beginning with Designing Detail Form. Mandatory fields for the detail form are: Funding source (row_id) Short description (short_desc) Amount (amount)
5. Create a line item list	See Adding an Item Log to a Detail Form.
6. Create a workflow	See the instructions beginning with Starting a Workflow.
7. Create a log	See Designing a Business Process Log (Standard or Picker).

Last Published Monday, June 3, 2024