Working with Commitment Types

In working with commitment types, you can create new ones, edit or delete existing ones. The following sections are included in this topic:

Adding Commitment Types

To add commitment types

  1. Go to the Cost settings.
  2. Click Commitment Types. The Manage Commitment Types page displays.
  3. In the Commitment Type field, enter the name of the new commitment type.
  4. Enter a description in the Description field.
  5. Indicate if this commitment type will be used for master commitments. For more information, see Managing Account Level Costs and Funding.
  6. Indicate if this commitment type will use the pay application by selecting the Use Pay Application check box or leaving it blank. For more information on the Pay App, see About the Payment Application.
  7. Click Save.

Editing Commitment Types

Editing a commitment type that is already in use will effectively update the commitment code on all commitments using the commitment type. Also, if a commitment type is already using the pay application and it is in use, you cannot clear the Use Pay Application check box.

To edit commitment Types

  1. Go to the Cost settings.
  2. Click Commitment Types. The Manage Commitment Types page displays.
  3. Click the Edit link located to the left of the item you want to modify. The fields of the selected item become editable.
  4. Make any of the following changes:
    • Change the name of the commitment type in the Code field.
    • Change the description of the commitment type in the Description field.
    • If applicable, select the Use Pay Application check box. For more information on the Pay Application, see About the Payment Application.
  5. Click Save.