Cost Type: Line Items with Both CBS and Fund Codes

Use this type of BP for fund appropriation 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 and Cost 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 for allocating funds from the Company Fund Sheet to specific projects.

Transfer

Use this for moving allocated funds within a project between fund codes.

Design Requirements for Line Items with Both CBS and Fund Codes BPs

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

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)

CBS picker (uuu_cost_code)

5. Create a line items 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