This chapter contains this section:
You use change requests to record and track changes to a job. A change request includes the following:
A job number to link the change request to a job
Account distribution information for each line item
This information must have a status code assigned to it. In the early stages of the approval process, this usually is a status code that does not have an associated ledger type.
Contract information to link information in the change request to the appropriate contract in the Subcontract Management or Contract Billing system
In addition, a change request can include the following:
General information to identify it, such as the originator, the person who requested it, and the responsible manager
Information about related documents, such as submittals, transmittals, and engineering drawings
Extended explanatory text
Creating a change request consists of:
Entering identifying information
Entering change request details
Recording related documents and activities
As you move a change request through various proposal and approval stages, you constantly update its status by means of user defined status codes. You define these codes using the Status Code Update Table program (P530019) and the system stores them in the Change Request - Status Update Table (F53001). A status code specifies the stage in the approval process for a line item of a change request. Codes that represent later stages in the process have associated ledger types to automatically update the appropriate ledgers when the line item is changed. Status codes have other attributes assigned to them, such as whether the code represents cost, revenue, or buyout information and whether the information is original, quoted, or final.
Note:
Do not confuse status codes that are defined in the Status Code Update Table with status codes defined in the User Defined Codes (UDC) table 53/ST. Status codes defined in UDC 53/ST are used in the Change Request Revisions program (P53019) as part of the identifying information for a change request and are informational only. They do not update ledgers.