7 Review and Revise the Change Request

This chapter contains these sections:

• Section 7.1, "About Reviewing and Revising Change Requests"

• Section 7.2, "Reviewing Change Request History"

• Section 7.3, "Revising Amounts"

• Section 7.4, "Creating Requotes"

• Section 7.5, "Updating Status Codes"

7.1 About Reviewing and Revising Change Requests

You review and revise information in a change request through all stages of your project or job.

Navigation

From Change Management Processing (G53119), choose Change Request Details

Processing Options

See Section 15.2, "Change Request Detail (P53029)"

7.2 Reviewing Change Request History

To review the history of a change request, you can:

• Review requotes

• Review ledger account history for individual line items for cost, revenue, and buyout information for individual line items

• Review original, quote, and final information for cost, revenue, or buyout

To review requotes

1. On Change Request Details, locate the change request.

   The change request displays with the most recent requote.

2. Choose Previous Requote Number (F19) or Next Requote Number (F20).

To review ledger account history for cost, revenue, and buyout

1. On Change Request Details, locate the change request.

2. Choose Toggle Screens/Update (F11) until the cost, revenue, or buyout information displays.

3. Enter 7 in the following field next to the line item you want to review.

   • Option

   Figure 7-1 Account Ledger Inquiry screen

   
   Description of "Figure 7-1 Account Ledger Inquiry screen"
   
   

4. On Account Ledger Inquiry, review the ledger amounts.

See Also:

• Review Account Ledgers in the JD Edwards World General Accounting I Guide for more information.

To review original, quote, and final amounts for a line item

1. On Change Request Details, locate the change request.

2. Choose Toggle Screens/Update (F11) until the cost, revenue, or buyout information displays.

3. Enter 1 in the following field next to the line item you want to review.

   • Option

   Figure 7-2 Cost Change Details screen

   
   Description of "Figure 7-2 Cost Change Details screen"
   
   

4. Review the original, quote, and final information.

7.2.1 What You Should Know About

Changing Amounts	Description
Changing original, quote, or final amounts	You can change original, quote, or final amounts on Change Details, providing the status code does not update a ledger.

7.3 Revising Amounts

Complete this task when you receive new information about a job that requires you to revise amounts.

To revise amounts

1. On Change Request Details, locate the change request.

2. Change the appropriate amounts.

7.4 Creating Requotes

Before you change account distribution information for a change request, you can create a requote. This provides a record, or audit trail, of the changes leading up to the current information in the change request.

To create a requote

1. On Change Request Details, locate the change request.

2. Choose the Assign Next Requote Number (F6) and click Change.

7.4.1 What You Should Know About

Requotes	Description
Changing requotes	You can change only the last requote.
Deleting requotes	If you have more than one requote for a job and change number, you must delete requotes in the following sequence: Delete the last requote Delete each previous requote When you delete a requote, you do not affect any other requote.

7.5 Updating Status Codes

To move a change request from one stage to another in the approval process, you need to update the status codes for account distribution information.

To update status codes

1. On Change Request Details, locate the change request.

2. For each line item, choose Toggle Screens/Update (F11) until the cost, revenue, or buyout information displays.

3. Complete the following field and click Change.

   • ST (Status Code)

Field	Explanation
Status Code	A code defined by the user that specifies the status of a change request for a selected job and line item. This code is used in the approval process of the change request. It determines which ledger type is updated in the Account Balances table (F0902). Screen-specific information Note: Status codes are defined in the Status Code Update Table, not on the User Defined Codes screen.