Cost Type: Commit at Company Level

This is a company-level cost BP sub-type that you can use to track and control costs at the company level above the CBS level. It is independent of a budget or cost sheet and is used for tracking non-CBS expenses across projects. It does not use a workflow.

Use this BP to commit a money amount to a specific vendor. Unifier then validates and enforces spends against this amount.

At the company level, users can create a blanket PO business process and store it in the Company Data Manager. They can then set up project-level Commit and Change Commit BPs to reference the blanket purchase order, and charge against the remaining balance of the blanket PO.

Design Requirements for Commit at Company Level Business Processes

For these business processes to work effectively, 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.

For this sub-type:

These fields are mandatory:

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. Start the design

This step initializes the design process for the BP. See Starting a New Design (Edit Studio).

3. Design an upper form

See the instructions beginning with Designing an Upper Form.

4. Design a detail form

 

 

 

 

 

 

 

See the instructions beginning with Designing Detail Form.

Base Commit

  • amount
  • amount
  • Short description (short_desc)
  • CBS picker (uuu_cost_code)

Change Commit

  • amount
  • Short description (short_desc)
  • CBS picker (uuu_cost_code)
  • Reference (ref_bpo_lineitem)

Spends

  • amount)
  • amount
  • Short description (short_desc)
  • CBS picker (uuu_cost_code)

Generic

  • amount
  • Short description (short_desc)
  • CBS picker (uuu_cost_code)

Payment Application

  • Scheduled value (scheduled_value)
  • amount
  • Short description (short_desc)
  • CBS picker (uuu_cost_code)

Transfer

  • amount
  • Short description (short_desc)
  • CBS picker (uuu_cost_code)

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) and Creating a Business Process Log (Standard or Picker).


Last Published Monday, June 3, 2024