Index

A  B  C  D  E  F  I  J  L  M  O  P  Q  R  S  T  U 

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A

Account Balances table (F0902), 1.1, 14.1

Account Change Request Inquiry program (P53220), 9.2.1

Account distribution information

account numbers, 4.3.1

deleting line item information, 4.3.1

entering, 4.3

entering buyout information, 4.3.4

entering cost account information, 4.3.4

entering revenue account information, 4.3.4

for change requests, 11.3

reports, 11.6

revising, 7.3

Account Inquiry screen, 9.2.1

Account Ledger Inquiry program (P09200), 7.2

Account Ledger Inquiry screen, 7.2, 7.2

Account Ledger table (F0911), 1.1, 4, 14.1

Account numbers

changing for line items, 4.3.1

for change requests, 4.3.1

Activities and documents

defined, 5

entering descriptive text, 5.3.1

entering reference information, 5.2.1

recording, 5, 5.1.1

reference to other systems, 5.2.1

reporting for

Change Management, 11.4

Contract Billing, 11.4

Subcontract Management, 11.4

Amounts and quantity types, 6.1

Amounts to revise on change requests, 7.3

Approval process

defined, 6

overview, 1.1

setting up status codes, 14.1

stages, 1.1

updating status codes, 7.5

Approved amounts

planned change orders, 11.11, 11.12

planned change orders by job, 11.10

totals, 11.11, 11.12

Audit trail, 1.1

change requests, 6

creating requotes, 7.4

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B

Best Amount, 6.2

Buyout - the subcontractor, 4.3

Buyout Change Details screen, 4.5

Buyout Detail screen, 9.6.1

Buyout information

accounts with planned change orders, 11.9

approved and quoted amounts, 11.10

approved, quoted, and final total amounts, 11.11

by change request, 11.3

detail for change requests, 11.12

entering, 4.3.4, 4.5

entering for multiple accounts, 4.3.2

original and quoted amounts, 11.9

original total amounts, 11.8

planned change order approved, quoted, and final total amounts, 11.12

planned change order by job, 11.10

quote total amounts, 11.8

reviewing ledger account history, 7.2

total amounts for planned change orders, 11.11

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C

Category codes, 13.1

Change Management

features, 1.1

overview, 1.1

Change Order Inquiry program (P53250), 9.5.1

Change Order Master File table (F5305), 11.5, 11.6, 11.8, 11.9, 11.10, 11.11, 11.12, 11.13

Change order numbers, 11.5

Change orders, 9.5, 11.11

Change Request - Status Update Table (F53001), 2.1

Change Request Buyout Detail program (P53300), 9.6.1

Change Request Description program (P53015), 3.2

Change Request Description screen, 3.2

Change Request Detail By Account program (P53402), 11.6

Change Request Detail Description table (F53015), 3, 11.1, 11.2, 11.5, 11.6

Change Request Detail program (P53029), 7.2

Change Request Detail program (P53410), 11.3

Change Request Details program (P53025), 4.5, 4.5, 7.2

Change Request Details screen, 4.3.2, 4.3.4, 4.3.4

Change request history

reviewing, 7.2

reviewing ledger account history for cost and buyout, 7.2

reviewing requotes, 7.2

Change Request Index program (P53400), 11.1

Change Request Log Revisions program (P5303), 5.1.1

Change Request Log Revisions screen, 5.1.1, 5.2.1

Change Request Log Text program (P53034), 5.3.1

Change Request Log Text screen, 5.3.1

Change Request Log Text table (F53034), 5

Change Request Master table (F5301), 3, 9.1.1, 11.1, 11.2, 11.5, 11.6, 11.8, 11.9, 11.10, 11.11, 11.12, 11.13

Change Request Revenue Detail program (P53310), 9.7.1

Change Request Revisions program (P53019), 3.1

Change Request Revisions screen, 3.1

Change Request Set Up File table (F5302), 4, 11.1, 11.2, 11.3, 11.6, 11.9, 14.1

Change Request Set Up Text File table (F53024), 4

Change Request Setup program (P5302), 4.3

Change request status

defined, 13.1

user defined code, 13.1

Change Request Summary - Print program (P5301P), 11.2

Change Request Summary program (P53401), 11.5

Change Request Text program (P53024), 4.4

Change Request Text screen, 4.4

Change requests

account numbers, 4.3.1

accounts assigned, 11.6

associating with contracts, 4.3.3

attached to contracts in Contract Billing, 9.7.1

attached to subcontracts, 9.6.1

changing account numbers, 4.3.1

changing original, quote, or final information, 7.2.1

committing information to Contract Billing system, 8.2

committing information to Subcontract Management, 8.1

creating, 3

dates, 4.3.1

deleting, 3.1.1

deleting line item information, 4.3.1

entering account distribution information, 4.3

entering buyout information, 4.3.4

entering contract information, 4.5

entering cost account information, 4.3.4

entering descriptive text, 3.2, 4.4

entering details, 4

entering general information, 3.1, 5.1.1

entering identifying information, 3

entering reference information, 5.2.1

locating, 9.1.1

multiple accounts, 4.3.2

overview, 2

print detail information, 11.3

print summary information, 11.2

recording activities and documents, 5

report accounts with planned change orders, 11.8, 11.9

report for statuses, 11.5

report planned change order by job, 11.10

requotes, 7.4

reviewing, 7.1, 9.1.1

reviewing by cost code and cost type, 9.2.1

reviewing ledger account history for cost and buyout, 7.2

reviewing original, quote, and final information, 7.2

reviewing requotes, 7.2

reviewing status codes, 9.3.1

revising, 7.1

revising account distribution information, 7.3

summary by job, 11.5

total amounts, 11.8

updating status codes, 7.5

Changing

account numbers for line items, 4.3.1

final information, 7.2.1

original information, 7.2.1

quote information, 7.2.1

requotes, 7.4.1

status codes, 14.1

Committing

information to Contract Billing system, 8.2

information to Subcontract Management, 8.1

PCOs to Contract Billing system, 8.3

Contract Billing Master table (F5201), 4.1

Contract Billing system

associating change requests to contracts, 4.3.3

copying to, 4.5

documents and activities, 5.2.1

integration, 1.2

reports for documents and activities, 11.4

Contract information details, 4.5

Copying

information to Contract Billing system, 8.2

information to other systems, 8

information to Subcontract Management, 8.1

PCOs to Contract Billing system, 8.3

Cost account information on a change request, 4.3.4

Cost Change Details screen, 7.2

Cost Code/Type Search window, 4.3.2, 4.3.4, 4.3.4

Cost information

accounts with planned change orders, 11.9

approved and quoted amounts, 11.10

approved, quoted, and final total amounts, 11.11

by change request, 11.3

defined, 4.3

detail for change requests, 11.12

displayed, 7.2

entering for multiple accounts, 4.3.2

original and quoted amounts, 11.9

original total amounts, 11.8

planned change order approved, quoted, and final total amounts, 11.12

planned change order by job, 11.10

quote total amounts, 11.8

reviewing ledger account history, 7.2

total amounts for planned change orders, 11.11

Creating

change requests, 3

requotes, 7.4

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D

Deleting

change request lines, 3.2.1, 4.4.1

change requests, 3.1.1

line item information, 4.3.1

line item with ledger type, 4.3.1

line items, 5.1.1.1, 5.3.1.1

requotes, 7.4.1

status codes, 14.1

Descriptive text, 4.4

defined, 3.2

entering for a change request, 3.2

entering for a line item, 4.4

Distribution account information

See Account distribution information

Documents and activities

See Activities and documents

DREAM Writer versions for functional servers, A

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E

Entering

account distribution information, 4.3.4

buyout account information, 4.3.4

buyout information, 4.3.4, 4.5

contract information, 4.5

cost account information, 4.3.2

descriptive text for a line item, 4.4

identifying information, 3

revenue account information, 4.3.4

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F

Features of change management, 1.1

Final information

account distribution, 11.6

changing, 7.2.1

defined, 6.1

planned change order amounts, 11.12

reviewing, 7.2

total amounts, 11.12

total amounts for planned change orders, 11.11

Functional servers defined, A

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I

Identifying information for change requests, 3

Inserting change request lines, 3.2.1, 4.4.1

Integration with other systems, 1.2

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J

Job Change Order Detail program (P534051), 11.12

Job Change Order List program (P53450), 11.13

Job Change Order Summary program (P53405), 11.11

Job Cost system integration, 1.2

Job PCO Detail program (P534041), 11.9

Job PCO Inquiry program (P53440), 11.10

Job PCO Summary program (P53404), 11.8

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L

Ledger account history for cost and buyout, 7.2

Line items

deleting, 5.1.1.1, 5.3.1.1

deleting and inserting, 4.3.1

deleting with ledger types, 4.3.1

descriptive text, 4.4

general ledger date, 4.3.3

status codes, 4.3.3

Lines of text in change requests, 3.2.1, 4.4.1

Log entries

See Activities and documents

Log Master table (F4303), 5, 11.2, 11.4

Log Report with Update program (P44300), 11.4

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M

Manage Change Orders screen, 9.5.1

Manage Change Requests screen, 9.1.1

Manage Planned Change Orders screen, 9.4.1

Managing change orders, 9.5

Multiple accounts in change requests, 4.3.2

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O

Original information

account distribution, 11.6, 11.9

changing, 7.2.1

defined, 6.1

reviewing, 7.2

total amounts, 11.8

Overview

approval process, 6

change management, 1.1

change requests, 2

committing information to other systems, 8

copying information to other systems, 8

reports, 10.1

system, 1.1

system setup, 12.1

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P

PCOs

See Planned Change Orders

Planned Change Order Inquiry program (P53240), 9.4.1

Planned Change Order Master File table (F5304), 11.5, 11.6, 11.8, 11.9, 11.10, 11.11, 11.12, 11.13

Planned change orders

approved, quoted, and final total amounts, 11.11, 11.12

by job, 11.5

committing selected PCOs to Contract Billing, 8.3

cost, revenue, and buyout amounts, 11.11, 11.12

reviewing, 9.4

Priority user defined code, 13.1

Programs and IDs

P09200 (Account Ledger Inquiry), 7.2

P44300 (Log Report with Update), 11.4

P53001 (Status Code Update Table program), 14.1

P530019 (Status Code Update Table), 2.1

P53015 (Change Request Description), 3.2

P53019 (Change Request Revisions), 3.1

P5301P (Change Request Summary - Print), 11.2

P5302 (Change Request Setup), 4.3

P53024 (Change Request Text), 4.4

P53025 (Change Request Details), 4.5, 4.5, 7.2

P53029 (Change Request Detail), 7.2

P5303 (Change Request Log Revisions), 5.1.1

P53034 (Change Request Log Text), 5.3.1

P53199 (Push Change Requests to Contract Management Print), 8.1

P53200 (Push Change Requests to Contract Billing Print), 8.2

P532109 (Search Change Request), 9.1.1

P53220 (Account Change Request Inquiry), 9.2.1

P53221 (Status Code Audit), 9.3.1

P53222 (Select Change Request to Push TO Contract Management), 8.1.1

P53223 (Select Change Request to Push TO Contract Billing), 8.2.1

P53224 (Select PCO’s to Push TO Contract Billing), 8.3

P53240 (Planned Change Order Inquiry), 9.4.1

P53250 (Change Order Inquiry), 9.5.1

P53300 (Change Request Buyout Detail), 9.6.1

P53310 (Change Request Revenue Detail), 9.7.1

P53400 (Change Request Index), 11.1

P53401 (Change Request Summary), 11.5

P53402 (Change Request Detail By Account), 11.6

P53404 (Job PCO Summary), 11.8

P534041 (Job PCO Detail), 11.9

P53405 (Job Chance Order Summary), 11.11

P534051 (Job Change Order Detail), 11.12

P53410 (Change Request Detail), 11.3

P53440 (Job PCO Inquiry), 11.10

P53450 (Job Change Order List), 11.13

Purchase Order Header File table (F4301), 4.1

Push Change Requests to Contract Billing Print program (P53200), 8.2

Push Change Requests to Contract Management Print program (P53199), 8.1

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Q

Quantity and amount types, 6.1

Quote

planned change order amounts, 11.12

Quote information

account distribution, 11.6, 11.9

by planned change order, 11.10, 11.11

by requested date, 11.10

changing, 7.2.1

defined, 6.1

reviewing, 7.2

total amounts, 11.8, 11.12

total amounts for planned change orders, 11.11

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R

Reports

Change Request Detail, 11.3

Change Request Detail By Account, 11.6

Change Request Index, 11.1

Change Request Summary, 11.2

Change Request Summary Print, 11.5

Details by Account, 11.6

Job Change Order Detail, 11.12

Job Change Order List, 11.13

Job Change Order Summary, 11.11

Job PCO Detail, 11.9

Job PCO Inquiry, 11.10

Job PCO Summary, 11.8

Log Report with Update, 11.4

overview, 10.1

Requotes

changing, 7.4.1

creating, 7.4

defined, 6.3

deleting, 7.4.1

printing information, 11.3

reviewing, 7.2

Revenue Detail screen, 9.7.1

Revenue information

accounts with planned change orders, 11.9

approved and quoted amounts, 11.10

approved, quoted, and final total amounts, 11.11

by change request, 11.3

defined, 4.3

detail for change requests, 11.12

entering accounts on a change request, 4.3.4

entering for multiple accounts, 4.3.2

original and quoted amounts, 11.9

original total amounts, 11.8

planned change order approved, quoted, and final total amounts, 11.12

planned change order by job, 11.10

quote total amounts, 11.8

total amounts for planned change orders, 11.11

Reviewing

change orders, 9.5

change request history, 7.2

change request status codes, 9.3.1

change requests, 7.1, 9.1.1

change requests attached to subcontracts, 9.6.1

change requests by cost code and cost type, 9.2.1

change requests in Contract Billing, 9.7.1

ledger account history for cost and buyout, 7.2

original, quoted, and final information, 7.2

planned change orders, 9.4

requotes, 7.2

Revising

account distribution information, 7.3

amounts, 7.3

change requests, 7.1

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S

Screens

Account Inquiry, 9.2.1

Account Ledger Inquiry, 7.2

Buyout Change Details, 4.5

Buyout Detail, 9.6.1

Change Request Description, 3.2

Change Request Details, 4.3.2

Change Request Log Revisions, 5.1.1, 5.2.1

Change Request Log Text, 5.3.1

Change Request Revisions, 3.1

Change Request Text, 4.4

Cost Change Details, 7.2

Cost Code/Type Search window, 4.3.2, 4.3.2, 4.3.4, 4.3.4, 4.3.4

Manage Change Orders, 9.5.1

Manage Change Requests, 9.1.1

Manage Planned Change Orders, 9.4.1

Revenue Detail, 9.7.1

Select Change Requests to Push, 8.1.1, 8.2.1, 8.3

Select PCOs to Ctr Bill, 8.3

Select Requests to Ctr Bill, 8.2.1

Select Requests to Ctr Mgmt, 8.1.1

Status Code Audit, 9.3.1

Status Code Update Table, 14.1

Search Change Request program (P532109), 9.1.1

Select Change Request to Push TO Contract Billing program (P53223), 8.2.1

Select Change Request to Push TO Contract Management program (P53222), 8.1.1

Select Change Requests to Push screen, 8.1.1, 8.2.1, 8.3

Select PCO’s to Push TO Contract Billing program (P53224), 8.3

Select PCOs to Ctr Bill screen, 8.3

Select Requests to Ctr Bill screen, 8.2.1

Select Requests to Ctr Mgmt screen, 8.1.1

Setup

status codes, 14.1

system, 12.1

Status Code Audit program (P53221), 9.3.1

Status Code Audit screen, 9.3.1

Status Code Update Table program (P53001), 14.1

Status Code Update Table screen, 14.1

Status codes

approval stages, 1.1

approvals, 6

changing, 14.1

defined, 2.1, 12.1

deleting, 14.1

setting up, 14.1

updating, 7.5

Subcontract Management system

associating change requests to contracts, 4.3.3

copying to, 4.5

documents and activities, 5.2.1

integration, 1.2

reports for documents and activities, 11.4

Submittals

See Activities and documents

System

integration diagram, 1.2

overview, 1.1

setup, 12.1

System setup

overview, 12.1

status codes, 14.1

user defined codes, 13.1

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T

Tables

F0005 (User Defined Codes), 13.1

F0902 (Account Balances), 1.1, 14.1

F0911 (Account Ledger), 1.1, 4, 14.1

F4301 (Purchase Order Header File), 4.1

F4303 (Log Master), 5, 11.2, 11.4

F5201 (Contract Billing Master), 4.1

F53001(Change Request - Status Update Table), 2.1

F5301 (Change Request Master), 3, 9.1.1, 11.1, 11.2, 11.5, 11.6, 11.8, 11.9, 11.10, 11.11, 11.12, 11.13

F53015 (Change Request Detail Description), 3, 11.1, 11.2, 11.5, 11.6

F5302 (Change Request Set Up File), 4, 11.1, 11.2, 11.3, 11.6, 11.9, 14.1

F53024 (Change Request Set Up Text File), 4

F53034 (Change Request Log Text), 5

F5304 (Planned Change Order Master File), 11.5, 11.6, 11.8, 11.9, 11.10, 11.11, 11.12, 11.13

F5305 (Change Order Master File), 11.5, 11.6, 11.8, 11.9, 11.10, 11.11, 11.12, 11.13

Transmittals

See Activities and documents

Type user defined code, 13.1

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U

Updating status codes, 7.5

User defined codes

category codes, 13.1

change request status, 13.1

defined, 12.1

priority, 13.1

system setup, 13.1

type, 13.1

User Defined Codes table (F0005), 13.1