All Change Requests Lists - Bulk Actions - Commitments
Updated
Suggested Prior Reading
All Change Request Lists - Bulk Actions
All Change Request Lists - Bulk Actions - Select Line Items
Bulk Actions - Commitments/Commitment Change Orders
The Bulk Actions Button has functions to automatically add the selected Change Request Schedule of Value Line Item to a Commitment or Commitment Change Order Schedule of Values.
- Subcontract
- Subcontract Change Order
- Purchase Order
- Purchase Order Change Order
There are several items that impact this function:
- At least one Line Item on the list must be selected
- None of the selected Line Items can belong to a Change Request in a Void or Rejected Status (see Change Request - Status for more information).
- None of the selected Line Items can already be added to a Commitment or Commitment Change Order
In addition, it can only be assigned to
- Purchase Orders with certain Status: Draft, Processing, Out for Signature, Submitted, Partially Received, Received. (See Purchase Order - Status for more information.)
- Subcontracts with certain Status: Draft, Out for Bid, Out for Signature, Submitted. (See Subcontract - Status for more information.)
- Purchase Order Change Orders or Subcontract Change Orders with certain Status: Draft, No Charge, In Review, Not Pricing, Pricing, Not Proceeding, Proceeding, Revised. See Commitment Change Order - Status for more information.)
More information on each is described below.
At least one Line Item must be Selected
At least one Line Item must be selected for the Bulk Actions button to be enabled (i.e. the text is black): 
If a Line Item is not selected, the Bulk Actions button is not enabled to be clicked (i.e. the text is gray): 
See All Change Request Lists - Bulk Actions - Select Line Items for more information on selecting Line Items.
None of the selected Line Items can belong to a Change Request in a Void or Rejected Status
None of the selected Line Items can belong to a Change Request in a Void or Rejected Status.
If any of the selected Line Items belong to a Void or Rejected Change Request, the Commitments menu option is grayed out and can not be selected.
Can not already be assigned to a Commitment or Commitment Change Order
A Line Item that was already added to a Commitment or Commitment Change Order can not be added to another one.
(Note* if a Commitment or Commitment change order was manually associated by selecting from the drop down i.e. it does not have a green check mark, it can still be selected and created on the Commitment or Commitment Change Order (the existing Commitment or Commitment Change Order is overwritten). However if it does have a 
green check mark that means its already created on a Commitment or Commitment Change Order and can not be created on another one.
Purchase Order, Subcontract or Change Order Status
Can only be assigned to Purchase Orders with certain Status
The Change Request Schedule of Values Line Items can only be added to Purchase Orders with certain Status.
They can be added to Purchase Orders with Status of:
- Draft
- Processing
- Out for Signature
- Submitted
- Partially Received
- Received
Purchase Orders with the above status will be listed to be selected to add Change Request Schedule of Values Line Items to.
They can not be added to Purchase Orders with Status of:
- Approved
- Closed
Purchase Orders with the above status will not be listed to be selected.
Can only be assigned to Subcontracts with certain Status
The Change Request Schedule of Values Line Items can only be added to Subcontracts with certain Status.
They can be added to Subcontracts with Status of:
- Draft
- Out for Bid
- Out for Signature
- Submitted
Subcontracts with the above status will be listed to be selected to add Change Request Schedule of Values Line Items to.
They can not be added to Subcontracts with Status of:
- Approved
- Complete
- Terminated
- Void
Subcontracts with the above status will not be listed to be selected.
Can only be assigned to Purchase Order Change Orders or Subcontract Change Orders with certain Status
The Change Request Schedule of Values Line Items can only be added to Commitment Change Orders with certain Status.
They can be added to Commitment Change Orders with Status of:
- Draft
- No Charge
- In Review
- Not Pricing
- Pricing
- Not Proceeding
- Proceeding
- Revised
Commitment Change Orders with the above status will be listed to be selected to add Change Request Schedule of Values Line Items to.
They can not be added to Commitment Change Orders with Status of:
- Approved
- Rejected
- Void
Contract Change Orders with the above status will not be listed to be selected.
Next Steps
Select Line Items to create on a Commitment or Commitment Change Order, see All Change Request Lists - Bulk Actions - Select Line Items.
To create a new Purchase Order and add the selected Line Items to that, see All Change Request Lists - Schedule of Values - Bulk Actions - New Purchase Order.
To create a new Subcontract and add the selected Line Items to that, see All Change Request Lists - Schedule of Values - Bulk Actions - New Subcontract.
To add the selected Line Items to an existing Purchase Order or existing Subcontract, see All Change Request Lists - Schedule of Values - Bulk Actions - Add to Existing Commitment.
To create a new Purchase Order Change Order or Subcontract Change Order and add the selected Line Items to that, see All Change Request Lists - Schedule of Values - Bulk Actions - Commitments - New Change Order.
To add the selected Line Items to an existing Purchase Order Change Order or Subcontract Change Order, see All Change Request Lists - Schedule of Values - Bulk Actions - Commitments - Add to Existing Change Order.
