Create groomed lines for cost models with no data source

If there is no data source for the cost model that you have selected in the Data definition stage of the Financial Management workbench, then there is no cleansing process either. Therefore, in the bucketing stage there will be no left pane with accounts. In such cases, you can create or edit the groomed lines in the Bucket Amount Line form by clicking the edit icon in the sub-buckets.

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

Procedure

  1. Navigate to Cost Transparency > Workbench.
  2. In the Bucketing stage, click the edit (The edit icon) icon of a sub-bucket to which you want to add the groomed lines.
    The Bucket Amount Line form appears.
  3. Fill in the form fields (see table).
    Table 1. Bucket Amount Line form
    Field Description
    Amount Amount of the sub-bucket.
    Currency Currency for the amount.
    Description Description for the bucket amount.
    Cost Model Auto populates the cost model that you have selected at the data definition stage.
    Bucket Auto populates the parent bucket of the sub-bucket.
    Sub-bucket Auto populates the sub-bucket for which you are creating the groomed line.
    Fiscal period Auto populates the fiscal period that you have selected at the data definition stage.
    Account number Account number for the bucket amount.
    Cost center Cost center to which the expense is accounted.
    Department Name of the department.
    Account name Name of the account that the bucket is associated to.
    Location Address of the location.
    Vendor Name of the vendor.

    For a preconfigured CSM cost model, the Account number, Cost center, Department, Account name, Location, and Vendor fields are not applicable.

    If more than one groomed lines exist for a given sub-bucket, then a list of groomed lines displays.

  4. Click Submit.