Change Request - Schedule of Values - Line Item - Company and Commitment
Updated
Suggested Prior Reading
Change Request - Schedule of Values - Add Line Item
OR
Change Request - Schedule of Values - Edit Line Item (before Save)
OR
Change Request - Schedule of Values - Edit Line Item (after Save)
Company and Commitment
The Company and Commitment columns on the Schedule of Values are used to manage the assigning of each Line Item to a Commitment or a Commitment Change Order with a Vendor or Subcontractor so they can be hired to do the change work, that work can be managed and then the Vendor or Subcontractor can be paid for the work. See Assign Change Requests Line Items to Contracts and Commitments - Overview for more information.
The Company and Commitment columns on the Change Request Schedule of Values:
- Display the Commitment or Commitment Change Order and the Commitment Company that the Line Item is associated with (if they have been entered).
- It is also a drop down to select the Commitment or Commitment Change Order and the Company (if they are able to be added or changed).
The Commitment column can display or can be used to select a:
- Subcontract
- Subcontract Change Order
- Purchase Order
- Purchase Order Change Order
If selecting a Commitment or Commitment Change Order, the Commitment or Commitment Change Order must already be created. The Status of the Commitment or Commitment Change Order does not matter, it will display here in the drop down list regardless of the Status. (To see how to assign a Change Request Schedule of Values Line Item to a new Commitment or Commitment Change Order Schedule of Values Line Item, see Assign Change Requests Line Items to Commitments (Grouped List View) OR Assign Change Requests Line Items to Commitments (Simple List View)).
The Company column is related to the Commitment column:
- If a Company is entered before the Commitment, only Commitments or Commitment Change Orders assigned to that Company are displayed in the Commitment drop down list.
- If no Company is entered, all Commitments and Commitment Change Orders display in the list, then when one is selected, the Company is automatically populated with the Company for that Commitment or and Commitment Change Order.
A Commitment can be entered during the add of a new Line Item or it can be edited on existing Line Items but only if the Change Request Status is in a Status that enables editing (i.e. it is not Approved, Rejected or Void) and as long as the Line Item is not associated with a specific Line Item on the Commitment or Commitment Change Order Schedule of Values (see Assign Change Request Line Items to Commitments (Grouped List View) or Assign Change Request Line Items to Commitments (Simple List View) for more information). If it is associated with a specific Line Item on the Commitment or Commitment Change Order Schedule of Values the only way to change it is to delete the associated Commitment or Commitment Change Order Schedule of Values Line Item.
A Company can be entered during the add of a new Line Item or it can be edited on existing Line Items but only until the Change Request Status is changed to Approved, Rejected or Void
Both the Company and Commitment are optional fields. Either a Commitment or Commitment Change Order and/or Company can be entered. Neither are required and the Company entered does not have to match the Company set for the Commitment or Commitment Change Order. However, entering a Commitment will automatically populate the Company field but the Company can be changed. Entering the Company does not automatically populate the Commitment field. The Commitment still needs to be selected from the drop down, but it can be left blank.
Next Steps
Enter the Company, see Change Request - Schedule of Values - Line Item - Company.
Enter the Commitment, see Change Request - Schedule of Values - Line Item - Commitment.
