Default

Specify default values for the Owner Change Required field, the general ledger date, subledgers and subledger types, change request total calculations, automatic PCO numbers, and column versions. You can override the default values on the Change Request Entry form.

1. Owner Change Required

Specify the default value for the Owner Change Required field. If you leave this processing option blank, the system uses a default value of N.

Specify the default value for the general ledger date. Values are:

Blank: Use the date from the company fiscal date patterns.

1: Use the current system date.

2. G/L Date (general ledger date)

Specify the default value for the general ledger date. Values are:

Blank: Date from company fiscal date pattern.

1: Date is system date.

3. Subledger and Subledger Type

Specify the default value for the subledger and the subledger type. Values are:

Blank: Do not enter a value in the Subledger or Subledger Type field.

1: Enter the change request number in the Subledger field and enter J in the Subledger Type field.

4. Cost, Revenue, Subcontract Totals

Specify how the system calculates change request totals. Values are:

1: Use original amounts.

2: Use quoted amounts.

3: Use final amounts.

4: Use best amounts.

Blank: Use best amounts to calculate change request totals.

The system calculates the best amount based on which of the combinations of original, quoted, and final amounts you enter for an account type on the Change Request Entry form:

If you enter a final amount alone or in any combination with other amounts, the system uses the final amount as the best amount.

If you enter a quoted and an original amount, but do not enter a final amount, the system uses the quoted amount as the best amount.

If you enter only an original amount, they system uses the original amount as the best amount.

5. Create PCO Number (create planned change order number)

Specify the number that the system uses as the PCO number when you create a new PCO. Values are:

Blank: Use the change request number as the PCO number. The system uses the number of the first change request that you attach to the planned change request.

1: Use the next available number as the PCO number.

6. Column Version

Specify the column version that the system uses when you access the Change Request Entry form. If you specify a version, the system retrieves the selected columns. If you leave this processing option blank, the system displays all columns.

You create column versions to use in the Change Request Entry program by using the Save Columns option on the Form menu.

Note: You can look up the existing column names by using the Column Versions - User Overrides option on the Change Management System Setup menu. Inquire with Application equal to the Change Request Entry program (P5310) to find the column versions for the Change Request Entry program.

7. Restrict Column Version

Specify whether to restrict changes and additions to column versions. Values are:

Blank: Restrict changes and additions.

1: Allow changes and additions.

8. Default Cost Status Code

Specify the default status code for a cost account. Confirm that this status code has been set up in the Change Request Detail Status Code Update program (P53101).

9. Default Revenue Status Code

Specify the detail status code for a revenue account. Confirm that this status code has been set up in the Change Request Detail Status Code Update program (P53101).

10. Default Subcontract Status Code

Specify the detail status code for a subcontract account. Confirm that this status code has been set up in the Change Request Detail Status Code Update program (P53101).

11. Default Header Status Code

Specify the default status code to be assigned to a Change Request (CR). Confirm that the code you enter has been set up in UDC 53/ST (Change Request Header Status).