Configuration settings for Commitments
In the menu section "Configuration Settings / Commitments," you will find settings that apply to the Commitments module. For more information about configuration settings, refer to this article.
Make sure you understand what each setting does before making any changes. During the implementation of your Spend Cloud environment, you can always contact your Visma | ProActive Consultant for advice. If a module is already implemented, you can reach out to our support department for assistance.
Once you have made changes to a setting and clicked on "Save," you will need to log out and log back in to activate the changes. You do this by clicking on your name in the top right of the Spend Cloud, next you click on logout in the menu. When you log in again, the changes will be visible in your Spend Cloud environment. This also applicable for other users.
The following settings are currently visible in the Spend Cloud. Most of them can be edited by you, but some cannot. Our goal is to make as many settings as possible available for editing in the Spend Cloud. Currently, this is not possible for all settings, for example, because a database change is required, or a setting only works in combination with other settings or external packages. We will try to describe this as much as possible for each setting.
003 - Format of Commitment Number Series (Cannot be changed via the Spend Cloud)
This setting determines the format on which the commitment number series is based. In addition to the fiscal year and sequence number, it can also incorporate part or all of the administration number. This series applies to all commitments within the Spend Cloud environment. Changing this format has a significant impact, as it requires adjusting all existing commitments. Additionally, consideration must be given to whether the financial package to which invoices are exported is configured to this format when an obligation is coded. For these reasons, this setting can only be modified by a Visma | ProActive (support) consultant.
011 - Status
With this configuration setting, you can create statuses and assign them to commitments. You will have a separate menu section under Application Management / Commitments where you can create these statuses. For each status, you can configure a few things, such as allowing defaults and write-offs.
013 - Commitment Cancellation
With this setting, you can indicate whether it is possible to cancel a commitment in the Spend Cloud.
014 - Grouping Commitment Rules (Cannot be changed via the Spend Cloud)
With this setting, you can group commitment rules during the import of a commitment.
005 - Budgets
Here, you can specify whether the budgets section is visible in the Spend Cloud environment.
007 - Lock Invoice Line Coding
Specify here whether the coding of an invoice line is locked.
016 and 004 - Invoices
Indicate here whether invoice lines linked to a commitment can be automatically approved and whether the invoice amount can be higher than the linked commitment.
017 and 018 - Deviation Tolerance
Here, you can specify the deviation tolerance in both a percentage and an amount. If you have set up the possibility to automatically approve invoices based on an obligation, you can define how much the total invoice amount can deviate to be automatically approved.
020 - Allow setting release terms (Cannot be changed via the Spend Cloud)
This setting enables the entry of payment terms in the commitment line.
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