Create Change Request Line Items on Commitments (Grouped List View)

Updated 4 hours ago by Customer Service

Suggested Prior Reading

Change Requests - Overview

Create Change Request Line Items on Commitments

This is an overview for creating Change Request Schedule of Value Line Items on Commitments or Commitment Change Orders Schedule of Values for the Grouped List View (see Change Requests - Multiple Lists and Views for more information on the view applicable to the organization).

Status

The Status of both the Change Request and the Commitment or Commitment Change Order impact this functionality.

Change Request Schedule of Value Line Items can be created on Commitments or Commitment Change Order Schedule of Value Line Items if the Change Request is in any Status except Void or Rejected (see Change Request - Status for more information).

Commitments and Commitment Change Orders must be in certain Status(es) to enable Change Request Line Items to be created on them. See Change Request - Schedule of Values - Bulk Actions - Commitment for more information.

Display and Functionality

When a Change Request Line Item is created on a Commitment or Commitment Change Order Schedule of Values:

• The Commitment or Commitment Change Order automatically populates the Commitment column on the Change Request Line Item
• The Company for the Commitment or Commitment Change Order automatically populates the Company column on the Change Request Line Item.
• Both the Commitment or Commitment Change Order Schedule of Values and the Change Request Schedule of Values will display that relationship visually.

See Create Change Request Line Items on Commitments (Grouped List View) - Display for more details.

Multiple Way to add Change Request Line Items to Commitment/Commitment Change Orders

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

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

Each process is outlined further below.

During the Creation or Maintenance of the Commitment Schedule of Values

This method, automatically adds all the Line Items from the Change Request Schedule of Values that aren't already assigned to a Commitment or Commitment Change Order. Note* Individual Line Items from the Change Request can't be selected, all are added, however, the Line Items can be deleted from the Commitment Schedule of Values after they are added (if needed).

This process would be to:

1. Create or maintain the Change Request Schedule of Value Line Items as the first step.
2. Create or maintain a Commitment as the second step.
   1. From the Commitment Schedule of Values automatically add all Line Items from the Change Request Schedule of Values.
      See Commitment - Schedule of Values - Add Line Item.

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

This method, automatically adds all the Line Items from the Change Request Schedule of Values that aren't already assigned to a Commitment or Commitment Change Order. Note* Individual Line Items from the Change Request can't be selected, all are added, however, the Line Items can be deleted from the Commitment Change Order Schedule of Values after they are added (if needed).

This process would be to:

1. Create or maintain the Change Request Schedule of Value Line Items as the first step.
2. Create or maintain a Commitment Change Order as the second step.
   1. From the Commitment Change Order Schedule of Values automatically add all Line Items from the Change Request Schedule of Values.
      See Commitment Change Order - Schedule of Values - Add Line Item.

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 to add to a Commitment or Commitment Change Order (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 one or more Schedule of Values Line Items
   1. Create new Line Items on an existing Commitment or Commitment 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 Commitment or Commitment Change Order and create new Line Items on the new Commitment or Commitment 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.

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 Commitment or Commitment 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 Commitment or Commitment Change Order Schedule of Values (that match the Line Items on the Change Request Schedule of Values that were selected).
      See All Change Request Lists - Bulk Actions.

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).
      See All Change Request Lists - Bulk Actions.

Next Steps

To create the Change Request Schedule of Value Line Item on a Commitment or Commitment Change Order Schedule of Values:

• During the creation or maintenance of a Commitment, see Commitment - Schedule of Values - Add Line Item.
• During the creation or maintenance of a Commitment Change Order, see Commitment Change Order- Schedule of Values - Add Line Item.
• 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.

For more information on the display of the association of Change Requests and Commitments/Companies, see Change Request - Schedule of Values - Line Item - Commitment - Display and Change Request - Schedule of Values - Line Item - Company.

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