Create Change Request Line Items on Contract Change Orders (Grouped List View)

Updated 5 days ago by Customer Service

Suggested Prior Reading

Change Requests - Overview

Create Change Request Line Items on Contract Change Orders

This is help for creating Change Request Schedule of Value Line Items on Contract Change Orders Schedule of Values and for the Grouped List View. See Change Requests - Multiple Lists and Views for more information.

The Change Request Schedule of Value Line Items can not be associated directly with a Contract, they can only be associated with a Change Order for a Contract (as its a change to the original approved Contract).

Change Request Schedule of Value Line Items can be created on Contract Change Order Schedule of Value Line Items only if the Change Request is in an Approved Status (see Change Request - Status for more information).

There are multiple ways to create the Change Request Schedule of Values Line Items on Contract Change Orders Schedule of Values:

• During the Creation or Maintenance of the Contract Change Order Schedule of Values - Add the Line Items automatically from the Change Request Schedule of Values.
• During the Creation or Maintenance of the Change Request Schedule of Values - Select Line Item(s) and create the Line Item(s) automatically on a Contract Change Order Schedule of Values.
• From the Change Requests List - Select Line Item(s) and create the Line Item(s) automatically on a Contract Change Order Schedule of Values.
• From the Contract - List of all Change Requests - Select Line Item(s) and create the Line Item(s) automatically on the Contract Change Order Schedule of Values.

Each process is outlined further below.

When Change Request Line Items are created on a Contract Change Order Schedule of Values, the Contract Change Order automatically populates the Contract Change Order column (and can not be changed) (the only way to change it is to delete the Line Item from the Contract Change Order).

During the Creation or Maintenance of the Contract Change Order Schedule of Values

This method, adds all the Line Items from the Change Request Schedule of Values automatically that aren't already assigned to Contract Change Order (individually ones can't be selected, however, the Line Items could be deleted from the Contract Change Order Schedule of Values if needed).

This process would be to:

1. Create or maintain the Change Request Schedule of Value Line Items first.
2. Create or maintain a Contract Change Order second.
   1. For the Contract Change Order Schedule of Values automatically add Line Items from the Change Request Schedule of Values.
   See Contract Change Order - Schedule of Values - Overview.

On the Contract Change Order Schedule of Values, if Line Items were added automatically from the Change Request Schedule of Values: the Contract Change Order Schedule of Values Line Item will have an blue asterisk before the Line Item number to indicate it is from a Change Request.

During the Creation or Maintenance of the Change Request Schedule of Values

This method, enables individually selecting the Line Items from the Change Request Schedule of Values (however, all could be selected as well).

This process would be to:

1. Create or maintain the Change Request Schedule of Value Line Items first.
2. From the Change Request Add or Edit form on the Schedule of Values component, select the one or more Schedule of Values Line Items
   1. Create new Line Items on an existing Contract Change Order Schedule of Values (that match the Line Items on the Change Request Schedule of Values that were selected).
      OR
   2. Create a new Contract Change Order and create new Line Items on the new Contract Change Order Schedule of Values (that match the Line Items on the Change Request Schedule of Values that were selected).
   See Change Request - Schedule of Values - Bulk Actions.

The Change Request Schedule of Values Line Item will display the Contract Change Order number with a green check mark to indicate it has been associated to a Contract Change Order Schedule of Values Line Item. (The blue text can be clicked on to go to the Commitment or Commitment Change Order View/Edit form).

The Contract Change Order on the Change Request Schedule of Values Line Item can not be changed or removed once the Line Item is created. The only way to remove the Contract Change Order is to delete the Line Item on the Contract Change Order Schedule of Values (if its in a status that enables editing). For more information, see Change Request - Schedule of Values - Line Item - Contract CO.

From the Change Requests List

This method, enables selecting of all Line Items from one or more Change Requests or selecting individual Line Items from one or more Change Requests or a combination of both.

The process would be to:

1. Access the Change Requests List.
2. From the Change Requests list, select one or more Schedule of Values Line Items from one or more Change Requests (Note* All Change Requests that have Line Items selected must be in an approved Status for this function to be available).
   1. Create new Line Items on an existing Contract Change Order Schedule of Values (that match the Line Items on the Change Request Schedule of Values that were selected).
      OR
   2. Create a new Contract Change Order and create new Line Items on the new Contract Change Order Schedule of Values (that match the Line Items on the Change Request Schedule of Values that were selected).
   The Change Request List will display the Contract Change Order number in the Contract column for the Line Item Row with a green check mark to indicate it has been associated to a Contract Change Order Schedule of Values Line Item. (The blue text can be clicked on to go to the Commitment or Commitment Change Order View/Edit form).

   

From the Contract - List of all Change Requests

This method, enables selecting of all Line Items from one or more Change Requests or selecting individual Line Items from one or more Change Requests or a combination of both.

1. Access the Contract - List of all Change Requests.
2. From the Contract - List of all Change Requests, select one or more Schedule of Values Line Items from one or more Change Requests.
   1. Create new Line Items on an existing Contract Change Order Schedule of Values (that match the Line Items on the Change Request Schedule of Values that were selected).
      OR
   2. Create a new Contract Change Order and create new Line Items on the new Contract Change Order Schedule of Values (that match the Line Items on the Change Request Schedule of Values that were selected).
   The Contract - List of all Change Requests will display the Contract Change Order number in the Contract column for the Line Item Row with a green check mark to indicate it has been associated to a Contract Change Order Schedule of Values Line Item. (The blue text can be clicked on to go to the Commitment or Commitment Change Order View/Edit form).

   

Next Steps

To associate Change Request Schedule of Value Line Item to specific Line Item on a Contract Change Order Schedule of Values:

• During the creation or maintenance of a Contract Change Order, see Contract Change Order - Schedule of Values - Overview.
• During the creation or maintenance of the Change Request, see Change Request - Schedule of Values - Bulk Actions.
• From the Change Requests List, see Change Requests List - Bulk Actions.
• From the Contract - List of all Change Requests, see Contracts - List of all Change Requests - Bulk Actions.

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