Change Request - Schedule of Values - Bulk Actions - Add to Existing Commitment
Updated
Suggested Prior Reading
Subcontract - Overview OR Purchase Order - Overview
Change Request - Schedule of Values - Bulk Actions
Change Request - Schedule of Values - Bulk Actions - Select Line Items
Change Request - Schedule of Values - Bulk Actions - Commitment
Bulk Actions - Contracts - Add to Existing Commitment
Change Requests that are in any Status can have Schedule of Values Line Item(s) created on an existing Commitment (Purchase Order or Subcontract) or Commitment Change Order (Purchase Order Change Order or Subcontract Change Order). See Change Request - Schedule of Values - Bulk Actions - Commitment.
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):
- If not already selected, access the Schedule of Values component for the Approved Change Request, and select one or more Line Items, see Change Request - Schedule of Values - Bulk Actions - Select Line Items.
Click here for more information on selecting Line Items that already have Commitments or Commitment Change Orders
If selecting multiple Line Items and some of them 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), only Line Item(s) that have not already been created on Commitments or Commitment Change Orders, will be added (those that have already been created on a Commitments or Commitment Change Order will be ignored).
If selecting multiple Line Items and some of them have been associated to a Commitment or Commitment Change Order (i.e. the Commitment column has a Commitment or Commitment Change Order displayed but no green check mark displays), that associated Commitment or Commitment Change Order will be removed or replaced by the Commitment or Commitment Change Order that the Line Item is created on.
If a Line Item has already been created on a Contract Change Order and a Commitment or Commitment Change Order, it can't be selected individually. It can be selected by selecting all line items, but it will be ignored as its already created on a Commitment or Commitment Change Order.
- Click the Bulk Actions button
- Click the Commitments menu option.
- Click the Add to Existing Commitment option.
When doing the above steps, the Change Request Schedule of Values Component will display differently depending on the status of the Change Request.
Click here to see the above steps for an Approved Change Request
Click here to see the above steps for a Change Request that is not Approved, Rejected or Void, Void or
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 first column is a selection column.
- Click in the box in the column for the Commitment (Purchase Order or Subcontract) to select. The box turns from white to blue.
- To unselect a Commitment, click on the blue box. It turns white again.
- 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).
- 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 Change Requests Add form displays (see Change Request – Add - Form Layout and Navigation) OR the Change Request - View/Edit form displays (see Change Request – View/Edit - Form Layout and Navigation).
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.
