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When you create a document that commits your organization to expenses, such as an expense contract or change order, you can use a drawdown to designate money or quantities from a cost account to cover the commitment. A drawdown is a synchronized relationship between a cost allocation within a cost account and its controlling line item on an expense document. You can see these line items on the Schedule of Values or (Budget/Cost) Line Items page of the expense document.
A cost allocation in a cost account acts as a funding source for any new line items on the expense document. One cost allocation can serve as the funding source for more than one drawdown.
When you save the expense document, Proliance attempts to draw down the amount given by the Amount or Quantity columns of the controlled allocation in the child BCM Allocation row, depending on the drawdown type. If Proliance is able to draw down the full amount or quantity, it updates the value or quantities of the cost allocation being drawn down, transacts the change, and records the drawdown against the allocation. If there are insufficient funds or quantities in the selected cost allocation to draw down the full amount, Proliance draws down what it can, then locks the drawdown. For more information, see "About Locked Drawdowns".
After a drawdown occurs, you can see the reduced amount or quantity in the funding allocation in the Anticipated Cost Report, Financial Summary page of the cost account, or in the Line Items page of the cost account when the "Cost Items" view is selected. You can also see details of the drawdown when you open the Line Item Detail Viewer for the source cost allocation in the cost account.
Drawdown Exceptions
Drawdowns do not apply to the following:
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