Locating Change Management Information

When reviewing change requests, you often need to locate specific information. The table lists some of the information that you might need to find the form that contains the information:

Information	Operation
The detail status code that moves the line item to the approved stage.	Access the Work With Status Codes form (W53101A).
The ledger type that is associated with a detail status code.	Access the Work With Status Codes form. Click Find to display existing codes. Detail status codes: Determining associated ledger type. Ledgers: Determining associated detail status code.
The master account that is associated with a line item.	View individual accounts, or all accounts for a change request or job. To view the account for a specific line item, on the Change Request Entry form, select G/L Inquiry from the Row menu. To view accounts for all of the lines in a change request or in a job, select Account Inquiry from the Change Management Inquiries menu (G5312).
The amount type (original, quoted, final, best) that the system is totaling.	Review the Cost, Revenue, Subcontract Totals processing options for the Change Request Entry program.
The approval stage for all change requests for a job.	You can view the detail status codes for cost, revenue, and subcontract accounts. The status codes represent the approval stage of the change request. To view the detail status codes, select Change Management Inquiries menu (G5312), Account Inquiry. Complete the job number, and then click Find to display all of the change requests and their codes.
The original, quoted, and final amounts for the change request.	To easily view amounts for all types of accounts on a change request, select Additional Details from the Row menu on the Change Request Entry form, and view the amounts on the Cost Details, Revenue Details, and Subcontract Details tabs.
The change requests that are not attached to a PCO.	The change requests that are not attached to a PCO appear on the Change Request Search form. On the Planned Change Order Entry form, select Select Change Req. from the Form menu, and then click Find on the Change Request Search form. Change requests: Unattached.
The column versions that are available for change request entry.	Select Column Versions - User Overrides from the Change Management System Setup menu (G5341). On the Work With User Overrides form, enter P5310 in the QBE field for Application, and then press Enter.
The invoice number, and to whom funds were paid or received.	On the Change Request Entry form, select a line item, and then select G/L Inquiry from the Row menu.
The original budget for an account.	You can compare the original job budget for an account to the amounts that are charged to the account by accessing the account ledger. Select G/L Inquiry from the Row menu, and then select the type of account that you want to view.