Change Request - Schedule of Values - Line Item - Financial Markups
Updated
Suggested Prior Reading
Change Request - Schedule of Values - Add Line Item
OR
Change Request - Schedule of Values - Edit Line Item (before Save)
OR
Change Request - Schedule of Values - Edit Line Item (after Save)
Financial Markup
Financial Markups may be used to automatically apply a markup to each line item such as overhead or administration and/or they are sometimes used to automatically apply sales taxes (see Job Costing - Sales Tax for more information).
Financial Markups for the Change Request Schedule of Values are automatically inherited from the Contract the Change Request is related to (if there are any).
Financial Markups for the Change Request Schedule of Values can not be created or changed on the Change Request. (However, If these Line Items are created on new or existing Commitments/Commitment Change Orders or Contract Change Orders, the Financial Markups can be added or changed there).
The Financial Markups are calculated on the Revenue amounts entered.
The settings for the Financial Markup determine how they display:
- A column on each line item
- OR just as a total at the bottom of the Schedule of Values
- OR as a separate line item
Regardless of how they display, they are automatically applied/calculated on the Schedule of Values and are non-editable.
Note* How columns display for the Line Items on the Schedule of Values display depends on various factors, see Change Request - Schedule of Values – Layout and Navigation. As well, to see all the columns, it may be required to scroll right and left.
On the example below, they are set to display as a column on each Line Item.
For more information and the other ways Financial Markups can display, see Financial Markup - Calculation and Display.
Enter other Line Item Information or Save the Change Request
Enter other Line Item Information, see More Information below.
OR
Click the Save 
button (at the bottom of the form) to save the Change Request including the Status set and any other information changed on the General, Schedule of Values and Financial Markup components. The list the add was invoked from displays, see Next Steps below.
OR
Click the Save & Email 
button (at the bottom of the form) to save all the information for the Change Request as outlined above and send an email with a link to the Change Request in JobPlanner (and optionally include the Change Request as a PDF attachment in the email). The Email Change Request form displays (see Email Change Request).
OR
Click the Close 
button (at the bottom of the form) to close the form without saving the Change Request. If no information was changed or entered, the list the add was invoked from displays, see Next Steps below. If information was changed, then an additional prompt displays to confirm that changes aren't to be saved.
Click the Cancel 
button to cancel the Close action and return to the Change Request View/Edit form (see the steps above).
OR
Click the Don't Save 
button to cancel changes to the Change Request. The list the add was invoked from displays, see Next Steps below.
OR
Click the Save button to save the Change Request including the Status set and any other changed information on the General, Schedule of Values and Financial Markup components. The list the add was invoked from displays, see Next Steps below.
More Information
Enter or review other Schedule of Values, Line Item information:
- Tax Codes and Tax, see Change Request - Schedule of Values - Line Item - Tax Code and Tax.
- Subtotal - see Change Request - Schedule of Values - Line Item - Subtotal.
View, add or edit General Change Request information, see Change Request - Add - General OR Change Request - Edit - General.
Review all Financial Markups, see Change Request - Financial Markups - Overview.
If this is an existing Change Request (that was previously added and saved and is not Void or Rejected), review and manage RFQs, see RFQs - Overview.
Next Steps
See Change Requests List - Overview (Grouped List View)
OR
Contracts - List of all Change Requests - Overview (Grouped List View)
