Creating header and header spread commitments
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Select .
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Select a contract.
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On the Commitments tab, specify this
information:
- Create Commitments
- Select the commitment type.
- Select Header to create the
commitment at the header level.
- Select Header Spread to create the commitment at the header
level with a spread date.
- Allow Incomplete Spread
- This field is available when you select a header spread commitment type. Select
this check box to release and activate the contract if spread
amounts do not match lifetime maximum amounts.
- Commitment Company
- Select a commitment company.
- Commitment Account
- Select a commitment account.
- Lifetime Maximum Amount
- Required for header commitments. Specify a lifetime maximum amount. For
non-service contracts, this value is compared to total amounts
purchased against lines. On service contracts, this value indicates
the total amount that can be invoiced against a
contract.
- Effective Date
- Select the date on which the contract is effective.
- Expiration Date
- Select the contract expiration date.
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Click Save.
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For Header Spread commitments you
must create a spread record. To create a spread record, click Create Commitment Spreads.
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Click Create and specify this
information:
- Spread Date
- Select a spread date. This is the start of the time period for which the spread
amount is budgeted. The current spread date ends when a new spread
date period begins or when the contract expires. At least one spread
record must match the contract effective date.
- Spread Amount
- Specify a spread amount. This is the value that is allocated for the contract
budget within the current spread date period.
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Click Save.