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A new setting in Finance called "Provider Source," lets users categorize budget line items for different uses. The "Provider Source" can be set to either "Self Perform" or "Trade Partner," indicating internal consumption or usage in bids/contracts. Here's an overview of its implementation:

The video below will guide you on how to set your Provider Source:

Budget Manager:

• General Settings (FINANCE → Budget Manager):

  • A new field named "Provider Source" has been added in the General Settings with ‘Self Perform’ and ‘Trade Partner’ as options.

  • The default will be set as "Trade Partner” initially, with the flexibility to switch to "Self Perform."

• Budget Line Item Grid:

  • A new column, "Provider Source," is introduced in the Budget Manager grid.

  • Values are initially derived from General Settings but can be customized for individual line items.

• Budget Details - Right Pane:

  • Within Budget Details, users can find the "Provider Source" setting.

  • Initially derived from General Settings, users can customize it for items that are not linked to any bids or contracts.

  • Modification is NOT allowed once a budget item is linked to a bid or contract.

  • A confirmation dialog is displayed when attempting to change the "Provider Source."

• Filters and Groups:

  • "Provider Source" is added to Budget Manager Filters and Groups for easy sorting and filtering.

Bid Manager:

• Only budget items with "Trade Partner" as the "Provider Source" are displayed in the Budget Picker.

Vendor Contracts:

• When creating a Vendor Contract through an Ad-hoc Bid, only budget items with ‘Provider Source’ as "Trade Partner" are displayed in the Budget Picker. 

Client Contracts:

• A new column, "Provider Source," is added in the Budget Picker grid for Client Contracts.

• "Provider Source" filter options are introduced for better item selection.

• SOV Grid in Client Contracts:

  • A new column, "Provider Source," is introduced in the SOV grid after budget items are added to a Client Contract.