This chapter contains these topics:
Section 16.3, "Select Change Req. to Push to Contracts (P53222)"
Section 16.4, "Push Change Request To Contract Billing (P53200)"
Section 16.5, "Select Change Req. to Push to Contracts (P53223)"
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| EDIT OPTION: | |
| 1. Enter "1" to require account numbers and dates. Leave blank to require them only if the status code is attached to a ledger type. | |
| AUDIT TRAIL CREATION SELECTION: | |
| 2. Select one of the following:
"1" = Create multiple audit trail records (F0911s). "2" = Create no F0911s. Blank = Create F0911s per period change. |
|
| DEFAULT OPTIONS: | |
| 3. Enter "1" to default the G/L date to today's system date. Leave blank to default the date from the Company Fiscal Date Patterns. | |
| 4. Enter the Level of Detail (LOD) to default in the Account Pick Window (P53AW) when it is accessed thru function key selection. Leave blank to default LOD "9". | |
| 5. Enter "1" to default the change number into the account's subledger field with a subledger type of "J" when cost, revenue and buyout details are added. | |
| 6. Enter a default value to determine how totals will be calculated:
'O' or '1' = Original Amounts 'Q' or '2' = Quoted Amount 'F' or '3' = Final Amount 'B' or '4' = Best Amount (default if left blank) |
|
| REVENUE BUCKETS: | |
| 7. When applicable, how are Revenue Amounts to be updated from Buyout Amounts?
- If Revenue Amounts are not updated, enter '0' - If Revenue Amount = Buyout Amount, enter '1' - If Revenue Original = Best Buyout, enter '2'. |
|
| 8. Enter a '1' to display a Popup window when Revenue and Buyouts are not equal. | |
| COST BUCKETS: | |
| 9. When applicable, how are Cost Amounts to be updated from Buyout Amounts?
- If Cost Amounts are not updated enter '0' - If Cost Amounts = Buyout Amounts enter '1' - If Cost Original = Best Buyout Enter '2' |
|
| 10. Enter a '1' to display a Popup window when Cost and Buyouts are not equal. | |
| CHANGE ORDER PROGRAM VERSIONS: | |
| 11. Enter the version to be used for PCO Entry. If left blank, ZJDE0001 will be used. | |
| 12. Enter the version to be used for CO Entry. If left blank, ZJDE0001 will be used. | |
| COPY CHANGE REQUEST HEADER TEXT: | |
| 13. Enter '1' to copy Change Request Header Text to Change Request Details. If left blank, no copy will be done. | |
| RETURN CONTRACT NUMBER: | |
| 14. Enter '1' to return Contract Number and Type from the Account Selection window. If left blank. no Contract Number will be returned. | |
| PCO NUMBER ON AUTO CREATE: | |
| 15. Enter'1' to use the Change Request Number as the PCO number.
Enter '2' to use the Next Number. If left blank, the Change Request Number is used. |
|
| VIDEO FORMAT CONTROL: | |
| 16. Enter the desired screen order.
Key in the order by entering a 1 for the first screen, 2 for second and 3 for third. If left blank the screen will not appear. - Buyout/Subcontractor - Revenue/Owner - Cost/Budget |
|
| 17. Enter "1" for Cost/Budget entry with manual cost code/cost type input. NOTE: This will override any values entered for PO#16 above. | |
| DEFAULT ROW DESCRIPTION: | |
| 18. If PO#17 = 1, specify how to populate the row description for rows where description is blank.
"1" - account detail description blank - use the Change Request header description. |
|
| PBCO EDIT: | |
| 19. Specify how to handle PBCO change dates.
"1" = PBCO is a warning only. "2" = PBCO is not a warning or error. Blank = Edit PBCO as per the financial system constants (default). |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Proof or Final Mode: | |
| 1. Enter a '1' to run in Final Mode.
Leave blank to run in Proof Mode. |
|
| Change Order: | |
| 2. Enter the Change Order Number, (SFXO), For all the Change Requests to be pushed to. If left blank then the next change order number will be used. | |
| Status Codes: | |
| 3. Enter the status to update the Change Request to when the request has been pushed to Contract Management. | |
| Log Revisions: | |
| 4. Enter the Log Type to be used when creating Contract Log Revisions. | |
| 5. Enter the Pay Effect (Y/N) flag to be used when creating Contract Log Revisions. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| CHANGE ORDER: | |
| 1. To select a specific Change Order Number to be used for the Push, Verify the Dream Writer Version being used for P53199. | The Change Order processing option for Push Change Requests To Contract Management Print (P53199) allows you to specify a change order number. If you leave this processing option blank, the program uses the next change order number. |
| DEFAULT VALUES FOR FILTERS:
The following fields are used as filters in selecting Change Requests to be displayed. Enter default values to be used in this selection. |
|
| 1. Status Code | |
| 2. Job Number | |
| 3. Supplier | |
| 4. Contract | |
| 5. Enter up to 10 Change Request Statuses that are eligible for the Push to Contract management.
DREAM Writer Versions Enter the Version IDs that will be used when the following programs are executed. If left blank, ZJDE0001 is used. |
Enter the status values with no spaces or other characters separating the values. |
| 6. Push CRs to Cont. Mgmt. (P53199) | |
| 7. Change Request Details (P53029) | |
| 8. Commitment Revisions (P4402) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Proof or Final Mode: | |
| 1. Enter a '1' to run in Final Mode.
Leave blank to run in Proof Mode. |
|
| Change Order: | |
| 2. Enter the Change Order Number, (COCH), For all the Change Requests to be pushed to. If left blank then the next change order number will be used. | |
| Status Codes: | |
| 3. Enter the status to update the Change Request to when the request has been pushed to Contract Billing. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| CHANGE ORDER: | |
| 1. To select a specific Change Order Number to be used for the Push, Verify the Dream Writer Version being used for P53200. | |
| DEFAULT VALUES FOR FILTERS:
The following fields are used as filters in selecting Change Requests to be displayed. Enter default values to be used in this selection. |
|
| 1. Status Code | |
| 2. Job Number | |
| 3. Owner | |
| 4. Contract | |
| 5. Enter up to 10 Change Request Statuses that are eligible for the Push to Contract Billing. | |
| DREAM Writer Versions
Enter the Version IDs that will be used when the following programs are executed. If left blank, ZJDE0001 is used. |
If you enter DREAM Writer version numbers in the DREAM Writer Versions processing option, you might also need to set the processing options for those DREAM Writer versions |
| 6. Push CRs to Cont. Billing (P53200) | |
| 7. Change Request Details (P53029) | |
| 8. Owner Pay Item Details (P5202) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| PROOF OR FINAL MODE: | |
| 1. Enter a '1' to run in Final Mode.
Leave blank to run in Proof Mode. |
|
| DEFAULT VALUES FOR FILTERS:
The following field is used as a filter in selecting the Planned Change Order to be displayed. Enter the default value to be used in this selection. |
|
| 2. Status Code | |
| CHANGE ORDER: | |
| 3. Enter the Change Order Number, (COCH), for all the Planned Changed Orders to be pushed to. If left blank then the next change order number will be used. | |
| G/L ACCOUNT: | |
| 4. Enter the G/L account to be associated with the Planned Change Order when pushed to Contract Billing
Note: All attached change requests will be written to the Cross Reference file with their individual account number. (THIS IS A REQUIRED FIELD) Object: Subsidiary: |
|
| STATUS CODES: | |
| 5. Enter the status to update the Change Request to when the request has been pushed to Contract Billing. | |
| 6. Enter the status to update the PCO to when the request has been pushed to Contract Billing. | |
| DREAM WRITER VERSIONS:
Enter the Version IDs that will be used when the following programs are executed. If left blank ZJDE0001 is used. |
If you enter DREAM Writer version numbers in the DREAM Writer Versions processing option, you might also need to set the processing options for those DREAM Writer versions. |
| 7. Planned Change Order Entry (P5304) | |
| 8. Owner Pay Item Details (P5202) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES FOR FILTERS:
The following fields are used as filters in selecting Change Requests to be displayed. Enter default values to be used in this selection. |
|
| 1. Status Code Range - From Status | |
| 2. Status Code Range - To Status | |
| 3. Change Request Type | |
| 4. Change Request Priority | |
| 5. PCO Number | |
| 6. CO Number | |
| 7. Reference 1 | |
| 8. Originator | |
| 9. Responsible Manager | |
| DEFAULT VALUES FOR AMOUNTS:
Enter a default value to determine how Buyout and Revenue Totals are calculated. If left blank, Best Amounts will be used. 'O' or '1' = Original Amounts 'Q' or '2' = Quoted Amounts 'F' or '3' = Final Amounts 'B' or '4' = Best Amounts |
|
| 10. Buyout Total | |
| 11. Revenue Total | |
| 12. Cost Total | |
| DREAM WRITER VERSION IDS:
Enter the Version IDs that will be used when the following programs are executed. If left blank, ZJDE0001 will be used. |
|
| 13. Change Request Revisions (P53019) | |
| 14. Change Request Details (P53029) | |
| 15. PCO Entry (P5304) | |
| 16. CO Entry (P5305) | |
| 17. Change Request Print (P53401) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES: | |
| 1. Revenue Amount Type | |
| 2. Revenue Status | |
| 3. Buyout Amount Type | |
| 4. Buyout Status | |
| 5. Cost Type | |
| 6. Cost Status | |
| DREAMWRITER VERSIONS:
If left blank, ZJDE0001 is used. |
|
| 7. Change Request Revisions (P53019) | |
| 8. Change Request Details (P53029) | |
| 9. PCO Entry (P5304) | |
| 10. CO Entry (P5305) | |
| ACCOUNT CHANGE REQUEST PRINT: | |
| 11. Enter a '1' to call Account Request Print by Status Code (P53421). Leave BLANK to call Account Change Request Print (P53420). | |
| 12. Enter the DREAM Writer version to use for the above report. If left blank, ZJDE0001 is used. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DREAM WRITER VERSIONS:
Enter the version for each program. If left blank, ZJDE0001 will be used. |
|
| 1. Change Request Details (P53029) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT PCO STATUS: | |
| 1. Enter a value for the PCO Status that will be used in selecting the PCOs that will be displayed.
DREAM Writer Versions Enter the Version IDs that will be used when the following programs are executed. If left blank, ZJDE0001 is used. |
|
| 2. PCO Entry (P5304) | |
| 3. CO Entry (P5305) | |
| 4. F21 Print (P53440) | |
| SEQUENCING: | |
| 5. Enter a value that identifies how the PCOs are sequenced for a Job:
1 = PCO Number - Ascending 2 = PCO Number - Descending 3 = Submitted Date - Ascending 4 = Submitted Date - Descending |
|
| 6. Enter the desired screen order.
Key in the order by entering a '1' for the first screen, '2' for the second and '3' for the third. If left blank the screen will not appear. - Buyout/Subcontractor - Revenue/Owner - Cost/Budget |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT CO STATUS: | |
| 1. Enter a value for the CO Status that will be used in selecting the COs that will be displayed.
DREAM Writer Versions Enter the Version IDs that will be used when the following programs are executed. If left blank, ZJDE0001 is used. |
|
| 2. CO Entry (P5305) | |
| 3. F21 Print (P53440) | |
| SEQUENCING: | |
| 4. Enter a value that identifies how the COs are sequenced for a Job:
1 = CO Number - Ascending 2 = CO Number - Descending 3 = Submitted Date - Ascending 4 = Submitted Date - Descending |
|
| 5. Enter the desired screen order.
Key in a '1' for the first screen, '2' for second and '3' for third. If left blank the screen will not appear. - Buyout/Subcontractor - Revenue/Owner - Cost/Buyout |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DISPLAY OPTION: | |
| 1. Enter a "1" to display summarized information per Change Request.
Leave blank to display detail lines for each Change Request. |
|
| DEFAULT OPTION: | |
| 2. Enter the default Contract Type.
Leave blank to default Type "OS". |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DISPLAY OPTION: | |
| 1. Enter a "1" to display summarized information per Change Request.
Leave blank to display detail lines for each Change Request. |
|
| DEFAULT OPTION: | |
| 2. Enter the default Contract Type.
Leave blank to default Type "R2". |