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 Change Request Schedule of Values Line Items are used to manage creating the Line Items on Commitments and Commitment Change Orders and assigning the work to different Subcontractors or vendors.
Each Line Item can:
- Be automatically created on a Commitment or a Commitment Change Order Schedule of Values (and the Company and Commitment on the Change Request Line Item will be populated with that Commitment and the Company the Commitment is for)
OR
- Reference a Commitment or a Company (associated with a Commitment) (but not be created on a Commitment or Commitment Change Order Schedule of Values). In this case the Company or Commitment will be used in various functions (see below).
Selecting a Commitment impacts the Company and vice versa.
- If a Company is entered before the Commitment, only Commitments 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.
- A Company can be entered and the Commitment left blank.
- If a Commitment is selected, the Company is automatically populated with the Company for that Commitment.
Both the Company and Commitment are optional fields.
Bulk Actions
When initiating Bulk Actions, various functions use the Company or Commitment (if the Line Item is not already created on a Commitment or Commitment Change Order):
Bulk Actions Main Menu | Bulk Actions Secondary Menu | Change Request Line Item | Function |
Commitments | New Purchase Order | Company | Automatically prepopulate the Contracted Company (and Contact) for a new Purchase Order (but it can be changed). Note* If more than one Change Request Line Item is selected with a Company entered, the first Company for the first selected Line Item is used. |
Commitments | New Subcontract | Company | Automatically prepopulate the Contracted Company (and Contact) for a new Subcontract (but it can be changed). Note* If more than one Change Request Line Item is selected with a Company entered, the first Company for the first selected Line Item is used. |
Commitments | Add to Existing Commitment | Commitment | Automatically select the Purchase Order or Subcontract that a Line Item is being added to as the default (but it can be changed) Only applies if the Purchase Order or Subcontract is in a Status that enables editing of the Schedule of Values (see Purchase Order - Status or Subcontract - Status for more information). |
Commitments | New Change Order | Commitment | Automatically select the Purchase Order or Subcontract that a new Commitment Change Order is being added for as the default (but it can be changed) Only applies if the Purchase Order or Subcontract is in a Status that enables adding of Change Orders (see Purchase Order - Status or Subcontract - Status for more information). |
Commitments | Add to Existing Change Order | Not applicable | |
Send RFQs | Company | Automatically prepopulate the Company (and Contact) that an RFQ is to be sent to (but can be changed). (See Change Request - Schedule of Values - Bulk Actions - Create and Send RFQs OR All Change Request Lists - Bulk Actions - Send RFQs for more information). | |
Send RFQs | Commitment | Automatically prepopulate the Commitment on the Send RFQ form. It iis only used on this form to filter and select the Company/Contact. (See Change Request - Schedule of Values - Bulk Actions - Create and Send RFQs OR All Change Request Lists - Bulk Actions - Send RFQs for more information). |
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.
To add 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)).
