Use the Compute Commitments screen to calculate advance, expense authorization, and expense report commitments in preparation for exporting those amounts to Costpoint, where an accrual journal entry is created. To display the Compute Commitments screen, click Process ›› Compute Commitments on the main menu in the Expense module.
After commitments are computed, you can immediately export them to Costpoint, or you can view them using the Commitment Inquiry/Report.
Use the Compute Commitments screen when you need to calculate expense commitments for any or all of the following:
Advances
Expenses that have been recorded but not processed
Expense Authorization amounts less unprocessed expenses
Unprocessed Expense Report amounts
This field displays the date and time commitments were last calculated. When you run the Commitment Inquiry/Report, the information that displays in the report is exactly what was available as of this date and time.
Click Execute to calculate commitments, including expense report, expense authorization, and advance amounts. For an expense amount to be included in the commitments calculation, the following configuration settings must be enabled:
The Commitments check box must be selected for that expense type on the Expense Types tab of the Expense ›› Settings ›› Expense Report Types screen.
From the Commitments section of the Miscellaneous tab in the Expense ›› Settings Expense ›› Configuration screen, select either "Approved" or "Submitted" as the status for including expense authorization or expense report amounts.
If you select "Approved," amounts from expense authorizations and expense reports with a status of Approved are included.
If you select "Submitted," amounts from expense authorizations and expense reports with a status of Approved, Submitted, and Under Review are included.