Change Request - Schedule of Values - Bulk Actions - Commitments
Updated
Suggested Prior Reading
Change Request - Schedule of Values - Bulk Actions
Change Request - Schedule of Values - Bulk Actions - Select Line Items
Bulk Actions - Commitment
The Bulk Actions Button has functions to automatically add the selected Line Items on a Change Request Schedule of Values to a Commitment or a Commitment Change Order:
- Purchase Order
- Purchase Order Change Order
- Subcontract
- Subcontract Change Order
This can be an existing one or a new one (that can be created with this function).
There are several items that impact this function:
- At least one Line Item on the Change Request Schedule of Values must be selected
- The Change Request can not be in a Void or Rejected Status (see Change Request - Status for more information).
- A selected Line Item that has already been added to a Commitment or Commitment Change Order can be selected but it will be excluded from the function (as its already on a Commitment or Commitment Change Order Schedule of Values).
In addition, it can be only assigned to
- Purchase Orders with certain Status: Draft, Processing, Out for Signature, Submitted, Partially Received, Received. (See Purchase Order - Status for more information.)
- Subcontracts with certain Status: Draft, Out for Bid, Out for Signature, Submitted. (See Subcontract - Status for more information.)
- Purchase Order Change Orders or Subcontract Change Orders with certain Status: Draft, No Charge, In Review, Not Pricing, Pricing, Not Proceeding, Proceeding, Revised. See Commitment Change Order - Status for more information.)
More information on each is described below:
At least one Line Item must be Selected
At least one Line Item must be selected for the Bulk Actions button to be enabled (i.e. the text is black): 
If a Line Item is not selected, the Bulk Actions button is not enabled to be clicked (i.e. the text is gray): 
See Change Request - Schedule of Values - Bulk Actions - Select Line Items for more information on selecting Line Items.
Change Request can not be in a Void or Rejected Status
The Change Request can not be in a Void or Rejected Status. If it is in a Void or Rejected Status the Commitments menu option is grayed out and not able to be selected.
Can not already be assigned to a Commitment or Commitment Change Order
A Line Item that was already added to a Commitment or Commitment Change Order can not be added to another one. It can still be selected, however, it will be excluded from the function.
Note* A Line Item can be associated to a Commitment (as a reference) but not actually created on a Commitment or Commitment Change Order. In this case, it can still be selected and added to a Commitment or Commitment Change Order.
Purchase Order, Subcontract or Change Order Status
Can only be assigned to Purchase Orders with certain Status
The Change Request Schedule of Values Line Items can only be assigned Purchase Orders with certain Status.
They can be assigned to Purchase Orders with Status of:
- Draft
- Processing
- Out for Signature
- Submitted
- Partially Received
- Received
Purchase Orders with the above status will be listed to be selected to add Change Request Schedule of Values Line Items to.
They can not be assigned to Purchase Orders with Status of:
- Approved
- Closed
Purchase Orders with the above status will not be listed to be selected.
Can only be assigned to Subcontracts with certain Status
The Change Request Schedule of Values Line Items can only be assigned Subcontracts with certain Status.
They can be assigned to Subcontracts with Status of:
- Draft
- Out for Bid
- Out for Signature
- Submitted
Subcontracts with the above status will be listed to be selected to add Change Request Schedule of Values Line Items to.
They can not be assigned to Subcontracts with Status of:
- Approved
- Complete
- Terminated
- Void
Subcontracts with the above status will not be listed to be selected.
Can only be assigned to Purchase Order Change Orders or Subcontract Change Orders with certain Status
The Change Request Schedule of Values Line Items can only be assigned Commitment Change Orders with certain Status.
They can be assigned to Commitment Change Orders with Status of:
- Draft
- No Charge
- In Review
- Not Pricing
- Pricing
- Not Proceeding
- Proceeding
- Revised
Commitment Change Orders with the above status will be listed to be selected to add Change Request Schedule of Values Line Items to.
They can not be assigned to Commitment Change Orders with Status of:
- Approved
- Rejected
- Void
Contract Change Orders with the above status will not be listed to be selected.
Next Steps
Select Line Items to assign to a Contract, see Change Request - Schedule of Values - Bulk Actions - Select Line Items.
To create a new Purchase Order and add the selected Line Items to that, see Change Request - Schedule of Values - Bulk Actions - New Purchase Order.
To create a new Subcontract and add the selected Line Items to that, see Change Request - Schedule of Values - Bulk Actions - New Subcontract.
To add the selected Line Items to an existing Purchase Order or existing Subcontract, see Change Request - Schedule of Values - Bulk Actions - Add to Existing Commitment.
To create a new Purchase Order Change Order or Subcontract Change Order and add the selected Line Items to that, see Change Request - Schedule of Values - Bulk Actions - Commitments - New Change Order.
To add the selected Line Items to an existing Purchase Order Change Order or Subcontract Change Order, see Change Request - Schedule of Values - Bulk Actions - Commitments - Add to Existing Change Order.
