Commitments (PM306000)
In this window, you can view the list of internal and external commitments associated with projects and create external commitments. You can use selection criteria to narrow the list of commitments displayed. You can display only the commitments associated with a specific project, account group, project task, or stock item or any combination of these criteria.
The window toolbar
| Element | Description |
|---|---|
| Create external commitment | Opens the External commitments (PM209000) window, which you can use to create a new external commitment. |
The top part
You use the elements in this area to select the criteria of commitments to be displayed in the table and to review the totals calculated for the selected commitments.
| Element | Description |
|---|---|
| Project | The identifier of the project whose commitments you want to view. To see the commitments associated with all projects, leave this field blank. |
| Account group | The account group for which you want to view commitments. To see the commitments associated with all account groups, leave this field blank. |
| Project task | The project task for which you want to view commitments. To see the commitments associated with all tasks, leave this field blank. |
| Cost code | The cost code for which you want to view commitments. If you want to see commitments associated with all cost codes, leave this field blank. The field is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Item ID | The item for which you want to view commitments. To see the commitments associated with all items, leave this field blank. |
| Revised quantity | A read-only field that displays the total quantity of the commitments that meet the criteria you have selected. |
| Revised amount | A read-only field that displays the total amount of the commitments that meet the criteria you have selected. |
| Open quantity | A read-only field that displays the total open quantity of the commitments that meet the criteria you have selected. |
| Open amount | A read-only field that displays the total open amount of the commitments that meet the criteria you have selected. |
| Received quantity | A read-only field that displays the total received quantity of the commitments that satisfy the criteria you have selected. |
| Invoiced quantity | A read-only field that displays the total invoiced quantity of the commitments that satisfy the criteria you have selected. |
| Invoiced amount | A read-only field that displays the total invoiced amount of the commitments that meet the criteria you have selected. |
The table
In the table, you can view the commitments that meet the selection criteria you have specified.
| Element | Description |
|---|---|
| Related document | The document related with the commitment. |
| Type | The type of the commitment, which can be one of the following options:
|
| Project | The project associated with the commitment. |
| Account group | The account group that was updated by the commitment. |
| Project task | The project task associated with the commitment. |
| Item ID | The item associated with the commitment. |
| Cost codes | The cost code associated with the commitment. The field is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| External ref. no | The reference number of the commitment of the External type. You can click the link in this column to open in a pop-up window the External commitments (PM209000) window, which you can use to modify or delete the external commitment. |
| UoM | The unit of measure of the commitment. |
| Original committed quantity | The original quantity of the commitment that does not include the changes of change orders. For a the commitment of the Internal type, this quantity is equal to the quantity of the corresponding line of the sales or purchase order from which the commitment originates. In the Projects (PM301000) window, this quantity is included in the Committed quantity of the budget line associated with the same project, project task, stock item, and account group if the budget line has a UoM that the system can convert to the UoM of the commitment by using the list of unit conversions defined in the Units of measure (CS203100) window. |
| Original committed amount | The original amount of the commitment that does not include the changes of change orders. For a commitment of the Internal type, this amount is equal to the amount of the corresponding line of the sales or purchase order from which the commitment originates. For a commitment of the Internal type, this amount is equal to the ext. price of the corresponding line of the sales order or to the ext. cost of the corresponding line of the purchase order from which the commitment originates. |
| Committed CO quantity | The total quantity of the cost commitment lines of released change orders that are associated with the commitment. This quantity is calculated as the difference between the revised committed quantity and the original committed quantity. |
| Committed CO amount | The total amount of the cost commitment lines of released change orders that are associated with the commitment. This amount is calculated as the difference between the revised committed amount and the original committed amount. |
| Revised committed quantity | The received quantity of the commitment. The revised quantity of the commitment. For a the commitment of the Internal type, the revised quantity is equal to the quantity of the corresponding line of the sales or purchase order from which the commitment originates. For a newly created commitment or for a commitment that no change order affects, this quantity is equal to the original committed quantity. |
| Revised committed amount | The invoiced quantity of the commitment. The original amount of the commitment. For a commitment of the Internal type, the revised amount is equal to the ext. price of the corresponding line of the sales order or to the ext. cost of the corresponding line of the purchase order from which the commitment originates For a newly created commitment or for a commitment that no change order affects, this amount is equal to the original committed amount. |
| Committed open quantity | The open quantity of the commitment that has not been received yet. For a commitment of the Internal type, the system calculates this quantity as the difference between the revised committed quantity and the committed received quantity of the commitment. |
| Committed open amount | The open amount of the commitment that has not been received yet. For a commitment of the Internal type, the system calculates this quantity as the difference between the revised committed amount and the received amount of the commitment. |
| Committed received quantity | The received quantity of the commitment. For a commitment of the Internal type, this is the received quantity of the purchase order line or the shipped quantity of the sales order line from which the commitment originates. If the commitment originates from a purchase order line, the system updates the received quantity of the commitment depending on the type of the purchase order line as follows:
If the commitment originates from a sales order line, the system updates the received quantity of the commitment depending on whether a shipment is processed for the sales order as follows:
|
| Committed invoiced quantity | The invoiced quantity of the commitment. |
| Committed invoiced amount | The invoiced amount of the commitment. For a commitment of the Internal type that originates from a purchase order line, the system updates the Committed invoiced amount with the amount of the corresponding line of the released purchase invoice. For a commitment of the Internal type that originates from a sales order line, the system updates the Committed invoiced amount with the amount of the corresponding line of the released sales invoice. |