46 Revise the Draw

This chapter contains these topics:

• Section 46.1, "Revising the Draw"

• Section 46.2, "Revising the Draw Status"

• Section 46.3, "Revising Line Items of a Draw"

46.1 Revising the Draw

You can revise a draw by adding or removing transactions from it. To include additional accounts in a draw, you must adjust your AAIs to include the new account ranges and regenerate the draw report. To remove transactions from a draw, you can revise the information by line item. If an entire draw is incorrect, you can revise its status and generate a new draw.

Complete the following tasks:

• Revising the Draw Status

• Revising Line Items of a Draw

See Also:

• Section 50.3, "Defining AAIs"

46.2 Revising the Draw Status

Navigation

From Job Cost (G51), choose Draw Entry & Reporting

From Draw Entry & Reporting (G5123), choose Draw Status Update

You can change the status of an entire draw if the draw was generated incorrectly or if you want to revise individual line items.

To revise the draw status

On Draw Status Update

Figure 46-1 Draw Status Update screen

Description of ''Figure 46-1 Draw Status Update screen''

1. Complete the following field:

   • Draw Number

2. Review the summarized cost in the following field:

   • Draw Amount

3. Complete the following field:

   • Draw Status

Field	Explanation
Draw Number	A number that identifies a group of transactions that the system processes and balances as a unit. When you enter a batch, you can either assign a batch number or let the system assign it through Next Numbers. When you change, locate, or delete a batch, you must specify the batch number. Form-specific information A draw is a reimbursement for costs incurred during a specified period of time. The draw number, which is a batch number, identifies those costs. The draw number is automatically assigned by the system.
Draw Status Code	The current status of specific information related to draw reporting in the Account Ledger file (F0911). Valid codes are: Blank – The information is not included in the costs for the current draw. 1 – The information is included in the costs for the current draw. It cannot be included in a new draw. H – The information is on hold and will not be included on a draw until released. P – The information is in a preliminary or proof status and is not included in the costs for the current draw. X – The information cannot be included in the costs for future draws.

46.3 Revising Line Items of a Draw

Navigation

From Job Cost (G51), choose Draw Entry & Reporting

From Draw Entry & Reporting (G5123), choose Draw Record Exclusion

After you change the status of the entire draw, you can revise line item details of your draw information to remove transactions from your draw. You do this by applying a hold status to the transaction. You can also release transactions that are on hold. When you release a transaction, the system includes the transaction in the draw. In addition, you can cancel a draw pay request that was entered incorrectly.

Complete the following tasks:

• Hold or release accounts

• Cancel a pay request

To hold or release accounts

On Draw Record Exclusion

Figure 46-2 Draw Record Exclusion screen

Description of ''Figure 46-2 Draw Record Exclusion screen''

1. Complete the following field to locate the draw:

   • Draw Number

2. Complete the following field to change the status of a transaction:

   • Draw Status

46.3.1 What You Should Know About

Topic	Description
Changing the draw status	You must regenerate the entire draw request if you change the draw status from 1 to any other value.

To cancel a pay request

On Draw Status Update

1. Complete the following field to locate the draw:

   • Draw Number

2. Complete the following field:

   • Draw Status

46.3.2 What You Should Know About

Topic	Description
Canceling a pay request	Changing the draw status from 1 or P to a blank cancels a pay request. This allows you to make changes to the individual transactions and to regenerate the draw.