All Change Request Lists - Bulk Actions - Add to Existing Commitment

Updated 1 month ago by Customer Service

Suggested Prior Reading

Subcontract - Overview OR Purchase Order - Overview

All Change Request Lists - Bulk Actions

All Change Request Lists - Bulk Actions - Select Line Items

All Change Requests Lists - Bulk Actions - Commitments

Bulk Actions - Add to Existing Commitment

Change Requests that are in any Status, except Rejected and Void can have Schedule of Values Line Item(s) created on an existing Commitment (Purchase Order or Subcontract). See All Change Requests Lists - Bulk Actions - Commitments.

To select an existing Commitment and add the selected Change Request Schedule of Values Line Item(s) to that Commitment (either a Purchase Order or Subcontract):

1. If not already selected, access the Schedule of Values component for the Approved Change Request, and select one or more Line Items, see All Change Request Lists - Bulk Actions - Select Line Items.
   Note 1* Do not select any Line Items that have already been created on a Commitment or Commitment Change Order i.e. the Commitment column has a green check mark and a Commitment or Commitment Change Order displayed.
   Note 2* Do not select any Line Items that belong to Void or Rejected Change Requests.
2. Click the Bulk Actions button
3. Click the Commitment menu option.
   Click here for more information on why the Commitments menu on the Bulk Actions Option may not be available

   
   If the Commitments menu option is grayed out and not available:
   
   One or more Line Items may have already been created on a Commitment or Commitment Change Order (i.e. the Commitment column has a green check mark and a Commitment or Commitment Change Order displayed).
   OR
   One or more Line Items selected belong to a Void or Rejected Change Request.
   
   Unselect those Lines Items already created on a Commitment or Commitment Change Order or that belong to a Void or Rejected Change Request then invoke the Commitments menu option again.
   
   If a Commitment is displayed but there is no green check mark, it is a reference only and the Line Item can still be selected and created on a Commitment or Commitment Change Order. The current Commitment will be replaced by the Commitment or Commitment Change Order the Line Item is created on.
4. Click the Add to Existing Commitment option.
   Click here for steps on the Change Requests List

   
   

   Click here for steps on the Contract - List of All Change Requests

   
   

   The Select Commitment form displays.
   Only Commitments and Commitment Change Orders in certain Status display. See Change Request - Schedule of Values - Bulk Actions - Commitment for more information on the Statuses and which display on this select form for Subcontracts, Subcontract Change Orders, Purchase Orders and Purchase Order Change Orders.
   The Commitment Number, the Type of Commitment (Purchase Order or Subcontract), Company, Description and Grand Total all displays.
   The first column is a selection column.
5. Click in the box in the column for the Commitment (Purchase Order or Subcontract) to select. The box turns from white to blue.
   1. To unselect a Commitment, click on the blue box. It turns white again.
   2. To select a different Commitment, than the one selected, click on a different Commitment. The newly clicked Commitment will be selected (the box turned blue) and the previously selected Commitment selection box gets automatically unselected (set to white).

      

6. Click the Select button to select the Commitment (with the blue box). Either the Purchase Order - View/Edit form displays or the Subcontract - View/Edit form displays. See Next Steps below.
   OR
   Click the Cancel button to cancel the selection. The list the function was invoked from displays, see Change Requests List - Overview (Grouped List View) OR Contracts - List of all Change Requests - Overview (Grouped List View).

Next Steps

To view and save the new Line Items on the Purchase Order Schedule of Values, see Change Request - Schedule of Values - Bulk Actions - Add to Existing Purchase Order.

To view and save the new Line Items on the Subcontract Schedule of Values, see Change Request - Schedule of Values - Bulk Actions - Add to Existing Subcontract.

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