Commitments (PM306000)

Opens the External commitments (PM209000) window, which you can use to create a new external commitment.

The identifier of the project whose commitments you want to view.

To see the commitments associated with all projects, leave this field blank.

The account group for which you want to view commitments.

To see the commitments associated with all account groups, leave this field blank.

The project task for which you want to view commitments.

To see the commitments associated with all tasks, leave this field blank.

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.

The item for which you want to view commitments.

To see the commitments associated with all items, leave this field blank.

A read-only field that displays the total quantity of the commitments that meet the criteria you have selected.

A read-only field that displays the total amount of the commitments that meet the criteria you have selected.

A read-only field that displays the total open quantity of the commitments that meet the criteria you have selected.

A read-only field that displays the total open amount of the commitments that meet the criteria you have selected.

A read-only field that displays the total received quantity of the commitments that satisfy the criteria you have selected.

A read-only field that displays the total invoiced quantity of the commitments that satisfy the criteria you have selected.

A read-only field that displays the total invoiced amount of the commitments that meet the criteria you have selected.

The type of the commitment, which can be one of the following options:

• Internal: The commitment originates from a document created in the system.
• External: The commitment has been imported to Visma Net or created manually.

The project associated with the commitment.

The account group that was updated by the commitment.

The project task associated with the commitment.

The item associated with the commitment.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 purchase order line is processed through a purchase receipt, the commitment is updated with the received quantity when the purchase receipt is released.
• If the purchase order line is invoiced directly without a purchase receipt being processed, the commitment is updated with the invoiced quantity when the purchase invoice is released.

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:

• If the sales order line is processed through a shipment, the commitment is updated with the shipped quantity when the shipment is confirmed.
• If the sales order line is invoiced directly without shipment processing, the commitment line is updated with the invoiced quantity when the sales invoice is released.

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.