Assign Change Request Line Items to Contracts (Simple List View)
Updated
Suggested Prior Reading
Assign Change Request Line Items to Contracts and Commitments - Overview (Simple List View)
Assign Change Requests Schedule of Value Line Items to Contract Change Orders
This is help for assigning Change Request Schedule of Value Line Items to Contract Change Orders and for the Simple 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 are always assigned one for one with a Line Item on the Contract Change Order Schedule of Values.
Change Request Schedule of Value Line Items can be associated to Contract Schedule of Value Line Items only if the Change Request is in an Approved Status.
The association can be created different ways:
- 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.
Each is described below.
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
This process would be to:
- Create or maintain the Change Request Schedule of Value Line Items.
- Create or maintain a Contract Change Order.
- For the Schedule of Values automatically add all the Line Items from the Change Request Schedule of Values.
With this method, the association is created during the Add of a new Contract Change Order or the Edit of an existing Contract Change Order.
With this method, the association between the Change Request Schedule of Value Line Items and the Contract Change Order Schedule of Value Line Items is automatically created.
This association can be determined by the display.
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 Schedule of Values Line Item will have an blue asterisk before the Line Item number to indicate it is from a Change Request.
The Contract Change Order on the Change Request Schedule of Values Line Item can not be changed or removed once the association is created. The only way to remove the association is to delete the Line Item on the Contract Change Order Schedule of Values.
For more information on the display of the association of Change Requests and Contract Change Orders Schedule of Value Line Items, see Change Request - Schedule of Values - Line Item - Contract - Display.
During the Creation or Maintenance of the Change Request Schedule of Values - Select Line Item(s) and create the Line Item(s) automatically on the Contract Change Order Schedule of Values
This process would be to:
- Create or maintain the Change Request Schedule of Value Line Items.
- From the Change Request Add or Edit form on the Schedule of Values component, select the one or more Schedule of Values Line Items
- 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 - 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
- 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).
With this method, the association is created during the Add or edit of Change Request.
With this method, the association between the Change Request Schedule of Value Line Items and the Contract Change Order Schedule of Value Line Items is automatically created.
This association can be determined by the display outlined above.
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.
For more information on the display of the association of Change Requests and Contract Change Orders Schedule of Value Line Items, see Change Request - Schedule of Values - Line Item - Contract - Display.
