Entering Basic Change Request Information

On the Change Request Entry form, complete these fields on the Header tab:

Change Request
Description
Status Code
Owner Change Req
Type
Priority Code

To display the appropriate columns for the type of account (cost, revenue, or subcontract) for which you are entering a change request, click the Display tab and select the option for the type of columns with which you want to work. You can enter information only for the columns that display. Options are:

To display columns for cost accounts, select Cost Column.
To display columns for revenue accounts, select Revenue Column.
To display columns for subcontract accounts, select Subcontract Column.
To display columns for cost and revenue accounts, select Cost, Revenue Columns.
To display columns for cost and subcontract accounts, select Cost, Subcontract Columns.
To display columns for revenue and subcontract accounts, select Revenue, Subcontract Columns.
To display all columns, select All Columns.

To save the selected columns as a column version that you can specify in a processing option, select Save Columns from the Form menu.

On the Change Management Column Version form, complete the Column Version field and click OK.

Select the columns that you want before entering additional data for the change request.

You can select accounts only for the columns that are displayed.

Select Acct Master Pick from the Form menu.

On the G/L Account Search form, click Find.

In the detail area of the form, the system displays the chart of accounts that is set up for the job.

Note: You can specify default status codes for the header and detail in the processing options.

Select the accounts that you want to include in the change request, and then select an option from the Row menu.

Note:

You can only select an option that applies to the types of columns that are on the Change Request Entry form. For example, you can only select Cost Detail if cost columns are displayed, and you can only select All Detail if all of the column types are displayed. To include the header information for a cost account, select Cost, and then Cost Header. To include the detail information for a cost account, select Cost, and then Cost Detail.

To include the header information for a revenue account, select Revenue, and then Revenue Header. To include the detail information for a revenue account, select Revenue, and then Revenue Detail.

To include the header information for a subcontract account, select Subcontract, and then Subcontract Header. To include the detail information for a subcontract account, select Subcontract, and then Subcontract Detail.

To include the header information for all accounts, select All Accounts, and then All Header. To include the detail information for all accounts, select All Accounts, and then All Detail.

The system completes the appropriate account number fields on the detail lines of the Change Request Entry form.

Click the Additional Selections tab and complete these optional fields:

Remark
Reference 1
Reference 2
Reference 3

Click the Addresses/Dates tab and complete these optional fields:

Originator
Requested By
Approval Date
Planned Start
Planned Finish
User Defined Date #1
User Defined Date #2
User Defined Date #3

Click the Category Codes tab, complete these optional fields:

Initiated By
Area
Category Code 3
Category Code 4
Category Code 5
UDC Code One
UDC Code Two
UDC Code Three
UDC Code Four
UDC Code Five
Note: Category Code - Change Orders fields 6 through 10 are job-specific UDCs.

To enter general detail line information, complete any of these fields in the detail area, and click OK:

Required Days
Extended Days
Quote Due Date
Quote Receive Date
Chg. Req. Detail Closed
- Job Number
  Enter the number of the job, or project, with which the change request is associated.
  This number must be set up in the Business Unit Master table (F0006).
- Change Request
  Enter the number assigned to the change request for a particular job.
- Status Code
  Enter a code that indicates the status of the change request. It is for information only and is not attached to a ledger type. This code should not be confused with the status codes that are defined in the Change Request Detail Status Update table (F53101).
- Owner Change Req (owner change required)
  Enter a code that indicates whether owner approval is required before work can begin on the change request. You can use this code to indicate whether the work is in or out of scope of the original contract. If the work is out of scope, owner approval is required. This field is for reporting purposes only and does not affect the processing of the change request. Values are:
  Y: Requires owner approval
  N: Does not require owner approval
  Blank: The field is ignored
- Type
  Enter a UDC (53/TY) that indicates the type of change request.
- Priority Code
  Enter a UDC (53/PR) that indicates the priority of the change request. For a list of values, click the Search button next to the field. Examples of priority codes include:
  H: High
  M: Medium
  L: Low
  U: Urgent
- Column Version
  Enter a code that indicates a specific version. A version is a user-defined set of specifications. These specifications control how applications and reports run.
  You use versions to group and save a set of user-defined processing option values, data selections, and sequencing options. Interactive versions are associated with applications (usually as a menu selection). Batch versions are associated with batch jobs or reports. To run a batch process, you must select a version.
- Remark
  Enter a generic field that you use for a remark, description, name, or address.
- Reference 1
  Enter any number used to identify a specific source document or originating entry that might be related to a change request.
- Originator
  Enter the address book number of the person who originated the change request. The system verifies this number against the Address Book.
- Requested By
  Enter the address book number of the person who initiated the change request.
- Resp Manager (responsible manager)
  Enter the address book number of the person who approves the change request.
- Original Date
  Enter the date that an item is scheduled to arrive or that an action is scheduled for completion.
- Approval Date
  Enter the date on which the person with the appropriate authority approves a requisition.
- Planned Start
  Enter the date when the item or line of work is to start.
- Planned Finish
  Enter the date when the item or line of work is to finish.
- User Defined Date #1
  Enter a user-defined date in Julian format.
- Initiated By
  Enter a UDC (10 separate codes are allowed) which can be used to generate selective reporting based on user assigned values of these codes.
- Area
  Enter a UDC (10 separate codes are allowed) which can be used to generate selective reporting based on user assigned values of these codes.
- Category Code 3
  Enter a UDC (10 separate codes are allowed) which can be used to generate selective reporting based on user assigned values of these codes.
- UDC Code One
  Enter a UDC (10 separate codes are allowed) which can be used to generate selective reporting based on user assigned values of these codes.
- Required Days
  Enter the number of days required for the change.
- Required/Extended Days
  Enter the number of days required for the change.
- Extended Days
  Enter the estimated number of days that the change will extend the work to be performed.
- Quote Due Date
  Enter the date that a quote is due for a line item in the change request.
- Quote Receive Date
  Enter the date that a quote is received for a line item in the change request.
- Chg. Req. Detail Closed (change request detail closed)
  Enter a code that indicates whether a change request detail line, PCO, or CO is closed. No further action is necessary. Values are:
  0: Open
  1: Closed