Transfer - Budget Line Items

Select which value should be the "pivot" point (i.e., stays constant) when Proliance recalculates the following formula:

Amount = Quantity * Unit Price

For example, if the pivot is Unit Price, then Proliance keeps the unit price fixed if the Quantity or Amount changes. If the pivot is Quantity, then Proliance keeps the quantity fixed during recalculation.

The default pivot type is specified on the Settings page of the transfer document.   

Enter the quantity of the transfer line item. Proliance uses the quantity to calculate the total amount as follows:

Amount = Quantity * Amount

If the Pivot Type is by 'Amount', Proliance will automatically adjust the Quantity to maintain the above formula if the Total Amount is edited.

Notes:

• The Quantity column is visible only if Show Unit Price Information has been enabled on the Settings page of the transfer document. Proliance continues to update the Quantity even if unit price information is hidden.
• The Quantity is editable only when the Amount is editable.
• If neither a Quantity nor Unit Price is specified, Proliance uses Quantity = 1 and Unit Price = Amount to satisfy the above formula.

In the contract currency, enter the budget amount to be transferred. The total of the Transfer Amount values in the From: and To: grids must balance before you can save the transfer.

Proliance updates the Quantity or Unit Price, depending on the Pivot Type, to maintain the following formula:

Amount = Quantity * Unit Price

When you select another Unit Code, Proliance will recalculate the Amount based on the default UOM and Unit Price associated with the new code.

Note: If unit price information is currently hidden in the document, Proliance continues to update the values in the above formula in the background. For more information on showing/hiding unit price information, refer to the Settings page of the cost account.

Click the Magnifying Glass icon and select the unit code for the transfer line item.

The unit code identifies what is being "bought", to help you identify items across different line items in different documents in Proliance.

When you select a Unit Code, Proliance defaults the UOM and Unit Price to the values defined for the unit code. For more information on setting default UOM and unit price information, see "Editing Lookup Items".

Note: The Unit Code column is visible only if Show Unit Price Information has been enabled on the Settings page of the scope document.

Enter the price for each unit or accept the default that was populated based on the unit code.

Note: If you select a different unit code, Proliance will replace the existing unit price with the default unit price in the new unit code.

The unit price is expressed in the workspace currency. Proliance will automatically convert the default unit price for a unit code into the "native" currency if the cost account allocation uses a currency different from the workspace currency.

Example

Notes:

• The Unit Price column is visible only if Show Unit Price Information has been enabled on the Settings page of the transfer document. Proliance continues to update the Unit Price even if unit price information is hidden.
• The unit price is editable only when the Amount is editable.
• If neither a Quantity nor Unit Price is specified, Proliance uses Quantity = 1 and Unit Price = Amount to satisfy the formula above.

Enter a unit of measure (UOM) or accept the default UOM that was populated based on the unit code.

Note: If you select a different unit code, Proliance will replace the existing UOM with the default UOM in the new unit code.

The UOM is the 'unit' the quantity represents—for example: LF (Linear Ft), SF (Square Ft), cu yd (Cubic Yard), or the equivalent metric versions.

The UOM is critical in determining the unit price. Dissimilar UOM values cannot be used in the same calculation. For example: if the unit price is for m3 (Cubic Meters) but the quantity is in cu yd, then it is not possible to use these measurements in calculations.

Note: The UOM column is visible only if Show Unit Price Information has been enabled on the Settings page of the transfer document.

The UOM is editable only when the Amount is editable.