View, Maintain and Save the new Line Items on the Purchase Order Schedule of Values
If the Change Request Schedule of Values Line Item are added to an existing Purchase Order (see Suggested Prior Reading above), the Purchase Order - View/Edit form displays. See Purchase Order – View/Edit - Form Layout and Navigation for more information on the layout.
The General component displays by default during the add but other Components can be switched to via the Form Navigation Menu Options.
View the Purchase Order Schedule of Values by clicking on the Schedule of Values on the Form Navigation Menu Options on the Purchase Order - View/Edit form.The Schedule of Values component for the Purchase Order displays. See Commitment - Schedule of Values – Layout and Navigation - Add for more information. The Status of the Purchase Order will impact the display and what information can be edited (see Purchase Order - Status for more information).Click here for an example of a Purchase Order with a Status that can be edited
Click here for an example of a Purchase Order with a Status that can not be edited
The Schedule of Values is automatically populated with the Line Items that were selected on the Change Request Schedule of Values. They display with a * blue asterisk before the Line Item # to indicate they were created from a Change Request.Click here for more details on the information copied from Change Request Schedule of Values Line Items and what can be changed
The Accounting Method is already set for the Contract Change Order and is not changed.
The Sub Job (if used), the Cost Code and Cost Type are copied from the Change Request Schedule of Values Line Item and can not be changed. Note* The above example does not show Sub Jobs but if they were used they would display as the first column after the Line Number (see Sub Jobs - Overview).
The Description is copied but can be changed.
If the Change Request Schedule of Values is Amount Based and the Contract Change Order Schedule of Values is Amount Based, the Revenue is copied to the Amount on the new Line Item. The Amount can be changed.
If the Change Request Schedule of Values is Unit-Qty Based and the Contract Change Order Schedule of Values is Unit-Qty Based, the Quantity, Unit of Measure and Unit Price are copied to the new Line Item. The Quantity and Unit Price can be changed.
If the Change Request Schedule of Values is Amount Based and the Contract Schedule of Values is Unit-Qty Based, the Quantity is set to 1, the Unit of Measure must be manually set and the Unit Price is set to the Revenue for the new Line Item. The Quantity and Unit Price can be changed.
If the Change Request Schedule of Values is Unit-Qty Based and the Contract Schedule of Values is Amount Based, the Revenue is copied to the Amount on the new Line Item. The Amount can be changed.
The Tax Code is copied but can be changed. (The Tax Amount is calculated by multiplying the Tax Code percent on the Amount or the Qty multiplied by the Unit Price).
Financial Markups from the Contract (which will also have been copied automatically to the Change Request), are not copied to an existing Contract Change Order (Financial Markups that previously existed on the Contract Change Order are not impacted)
There may or may not be other already existing Line Items on the Schedule of Values. NOTE 1* Once a Line Item from a Change Request has been added to a Purchase Order (and the Subcontract and its Schedule of Values saved) the Change Request Schedule of Values Line Item will be linked with the Purchase and it can not be added to another Commitment or Commitment Change Order. The Line item can be deleted from the Purchase Order and it will be automatically removed from the Line Item on the Change Request (i.e. it will no longer display in the Commitment column for the Line Item, but the rest of the Line Item is not impacted. It can then be added to a different Commitment or Commitment Change Order (see Commitment - Schedule of Values - Delete Line Item). Note 2* Even though the Line Items from the Change Request are displayed on the Purchase Order, this is a working session and the Purchase Order and its Schedule of Values must still be saved to save those Line Items.
Click the Save button (at the bottom of the form) to save the Purchase Order.Click here for more information on the Save function.
This saves the Purchase Order including any information on the General, Schedule of Values and Financial Markups Components. This list the function was invoked from displays. See Next Steps below.
OR Click the Save & Email button (at the bottom of the form) to save the Purchase Order and email it.Click here for more information on the Save and Email function.
This saves the Purchase Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Purchase Order in JobPlanner (and optionally include the Purchase Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Commitment form displays, see Email Commitment.
OR Click the Close button (at the bottom of the form) to close the form without saving the Purchase Order.Click here for more information on the Close function.
If no information was changed or entered, the list the add function was invoked from displays, see Next Steps below.
If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
Click the Cancel button to cancel the Close action and return to the Purchase Order - View/Edit form (see the steps above) OR Click the Don't Save button to cancel changes to the Purchase Order. The list the add or edit function was invoked from displays, see Next Steps below. OR Click the Save button to save the Purchase Order including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.
Next Steps
See the help below for the view applicable either Grouped List View or Simple List View (see Change Requests - Multiple Lists and Views for which one is applicable) and for the list the function was initiated from:
Updated
There may or may not be other already existing Line Items on the Schedule of Values.
button (at the bottom of the form) to save the Purchase Order.OR
button (at the bottom of the form) to save the Purchase Order and email it.OR
button (at the bottom of the form) to close the form without saving the Purchase Order.
button to cancel the Close action and return to the Purchase Order - View/Edit form (see the steps above)
button to cancel changes to the Purchase Order. The list the add or edit function was invoked from displays, see Next Steps below.
button to save the Purchase Order including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.