Create Change Request Line Items on Commitments (Simple List View) - Display
Updated
Suggested Prior Reading
Create Change Request Line Items on Commitments (Simple List View)
Display
The display of Change Request Schedule of Values Line Items and Commitments or Commitment Change Orders Schedule of Value Line Items will reflect whether or not the Line Item was created from a Change Request.
Note* Some functionality for the Line Item is also not applicable for both the Change Request and the Commitment/Commitment Change Order when its created from a Change Request (even if its in a Status that enables editing).
When a Line Item from a Change Request Schedule of Values has been created on a Commitment/Commitment Change Order Schedule of Values, the following outlines how the display is for:
- Commitment/Commitment Change Orders
- Change Requests
Note* This help is for the Simple List View (see Change Requests - Multiple Lists and Views for more information). For information on the Grouped List View, see Create Change Request Line Items on Commitments (Grouped List View) - Display.
Commitment or Commitment Change Order
The Commitment or Commitment Change Order Schedule of Values Line Item will have an blue asterisk before the Line Item number to indicate it is created from a Change Request.
The following is an example of the display when the Commitment or Commitment Change Order is in a Status that enables editing.
The following is an example of the display when the Commitment or Commitment Change Order is in a Status that does not enable editing.
In either case and regardless of the Commitment Status, the Line Item copied from the Change Request Schedule of Values can not have the Parent/Sub (if applicable), the Cost Code or the Cost Type changed. Nor can it be edited to un-associate it from the Change Request Schedule of Values Line Item. To un-associate it from the Change Request Schedule of Values Line Item, the Line Item on Commitment/Commitment Change Order would need to be deleted.
Change Request
Schedule of Values Component
During the add or edit of a Change Request, the Schedule of Values can be created, viewed or maintained via the Schedule of Values component.
Click here for more information on accessing the Change Request Schedule of Values Component
For the Change Requests List
Change Requests List - New Change Request (Simple List View)
Change Requests List - Change Request - View/Edit (Simple List View)
For the Contracts - List of all Change Requests
Contracts - List of all Change Requests - New Change Request (Simple List View)
Contracts - List of all Change Requests - Change Request - View/Edit (Simple List View)
The Change Request Schedule of Values Line Item will display a 
green check mark and the Commitment or Commitment Change Order to indicate it has been created on a Commitment or Commitment Change Order Schedule of Values Line Item. The Commitment column is display only and not editable. The blue text can be clicked on to go to the Commitment or Commitment Change Order View/Edit form.
The Company the Commitment or Commitment Change Order is contracted with will display and not be editable. The blue text can be clicked on to go to the Company/Contact View/Edit form.
The following is an example of the display when the Change Request is in a Status that enables editing.
The following is an example of the display when the Change Request is in a Status that does not enable editing.
In either case and regardless of the Commitment or Commitment Change Order Status, the Line Item copied from the Change Request Schedule of Values can not have the Parent/Sub (if applicable), the Cost Code or the Cost Type changed.
The Commitment or Commitment Change Order and Company on the Change Request Schedule of Values Line Item can not be changed or removed once the Line Item is created on a Commitment or Commitment Change Order.
The only way to remove the association is to delete the Line Item on the Commitment or Commitment Change Order Schedule of Values. If this is done, the Commitment or Commitment Change Order will be removed from the Change Request Schedule of Values Line Item (however, the Company will not change).
- For more information on the functionality of the Commitment column on the Change Requests Schedule of Value Line Items, see Change Request - Schedule of Values - Line Item - Commitment.
- For more information on the display of the Commitment column on the Change Requests Schedule of Value Line Items, see Change Request - Schedule of Values - Line Item - Commitment - Display.
- For more information on the display and functionality of the Company columns of Change Requests Schedule of Value Line Items, see Change Request - Schedule of Values - Line Item - Company
Next Steps
Create Change Request Line Items on Commitments (Simple List View)
