Creating a Cost Event

You can create a cost event for items that need to be bought or sold for your workspace.

You can create a cost event from either of the following locations:

To create a cost event from the register

  1. Open the Cost Events register.
  2. Click New to create a new cost event using the default template.
  3. —or—

    Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

    A blank cost event appears. Some information may already be filled in, depending on the template used.

  4. In the Title field, type a title for the cost event.
  5. If you are performing a workflow action on the cost event, complete the information required for this action. For more information, see "Cost Event Workflow Actions" for a list of preconditions for a specific action.
  6. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".
  7. Please refer to the following for more information on the fields for each page:

  8. Click Save when done.
  9. Proliance saves the new cost event.

    What can I do now?

Note:

  • On the newly created cost event, the availability of the BCM-related fields depends on the BCM integration setting of the workspace or contract template. For more information, see "Enabling/Disabling BCM Integration".