Generic Cost: Line Items with Multiple Codes

Business processes for a generic cost manager are line item type BPs; and to distinguish them from line item cost BPs for the standard Cost Manager, they are called "line items with multiple codes."

Note:

These BPs do not use a CBS code structure. Instead, it uses a coding structure that you must create when you launch the BP.

There are several classifications of this BP type:

Classification Description
Generic

Use this for miscellaneous line item BPs that do not fall into the other categories, including fund-related or those related to blanket purchase orders.

With this type of BP, you can:

  • Reference against a company-level commit BP
  • Enforce the line items against a company-level commit amount
  • Consolidate line items
Transfer

Use this for transferring currency from one account to another.

With this type of BP, you can consolidate line items.
Base Commit

Use this for:

  • Monies committed to be spent; for example, a contract or purchase order
  • Creating an entry in the Commitment Summary

With this type of BP, you can:

  • Reference against a company-level commit BP
  • Enforce the line items against a company-level commit amount
  • Create a commitment summary when the BP is in a terminal status
  • Consolidate line items

From this type of BP, you can:

  • Select only a General Spends type of commitment summary
  • View commitment summary line items only by individual line items, or grouped by commit codes
Change Commit

Use this for:

  • Changing or adding to a previous base commit BP
  • Modifying an entry in the Commitment Summary

With this type of BP, you can:

  • Reference against a company-level commit BP
  • Enforce the line items against a company-level commit amount
  • Update the commitment summary
  • Consolidate line items

From this type of BP, you can:

  • Select only a General Spends type of commitment summary
  • View commitment summary line items only by individual line items, or grouped by commit codes
General Spends Use this for monies to be spent; for example, an invoice or partial payment of services, often charged against a prior commit. This BP updates an entry on the Commitment Summary.
Lease

Use this for creating payment schedules for rental properties. This BP shows users the expected payments for the lifetime of a lease according to a regular or straight-line schedule. A Lease BP automatically creates these schedules, on which users can track incoming and outgoing payments.

You can design a Lease BP to auto-create other BPs, such as a payment request.

Users can also create an "allocation template" to pro-rate lease payments into different amounts for multiple tenants in a building. The template will designate a breakdown of the costs for each tenant and this breakdown will be used to create the payment calculations.
Reservation

Use this to reserve a space, an object from a line item, simple, or document type business process; or an item from a configurable manager (Code and Records-based).

For information on how the Reservation business process works, see Cost Type: Line Items with Company Account Code.

Note:

For cost BPs of this type, you can give users permission to modify line items at any time during the workflow before the end step is reached.