Entering Modified Committed Line Items

If enabled and applicable, you can populate the Detail Form tab and additional tabs of a Change Order BP record with modified committed line items with their corresponding cost codes, quantities, and amounts.

Prerequisites

  • You have the required permissions to create Change Order BP records.
  • Populate the Main Form of the Change Order BP record as outlined in Creating Business Process Records.

Online Mode

To populate a Change Order BP record with modified committed line items:

  1. Tap the Standard tab.
  2. To add a new line item, tap the Plus (+) icon and then select Modify Committed Line Item.
  3. From the Commit line item picker, select a line item.
  4. Depending on the type of cost associated with a line item, Unit Cost or Variable Unit Cost may display for the line item.
  5. For costed lines that were copied from the SOV, the following information displays in the cost breakdown of a Committed Line Item:
    • Cost Code: For SOV-referenced line items, displays the cost code from the Commit Line Item Picker (step 3).

      For new costed line items, select a cost code from the CBS Picker.

    • Code Name: Displays the name of the selected cost code
    • Short Description: Displays the description from the Summary Line Item field by default. Enter or modify the description as needed.
    • Current Quantity: Displays the quantity purchased from the selected commit record.

      For new costed lines, displays a blank.

    • Current Unit Cost: Displays the Item Unit Cost value from the selected commit record.

      For the new costed lines, enter the unit cost of the line item. By default, displays blank.

    • Current Scheduled Value: For existing costed lines, displays the scheduled value from the SOV.

      For the new costed lines, displays zero.

    • Change Quantity: Enter the modified quantity for existing and new costed lines.
    • Change Amount: Displays the value from the Current Unit Cost calculation.
    • New Scheduled Value: Displays the calculated value from a combination of the Current Scheduled Value and the Change Amount fields.
  6. To add multiple line items, repeat the entire above sequence.
  7. Tap the Cost Breakdown tab of a Standard line item, and perform any of the following actions:
    • To save the current line item, tap Save.
    • To continue adding line items, tap Save and Add New.
    • To delete a costed line, swipe on a costed line and then tap Delete.
    • To remove a new costed line item, tap Delete. Note, for committed costed line items from the SOV, the Delete option is not displayed.
    • To copy a costed line, swipe on a costed line and then tap Copy. Note, the Current Scheduled Value is not copied.
  8. Finalize the line items and costed line items as needed.
  9. To complete the BP record, tap Send (for workflow BP records) or Submit (for non-workflow BP records).

    For workflow BPs, if you want to just retain the record in an editable state without sending, tap Save Draft to save the record to the server.

    For non-workflow BPs, you can also select any of the following alternatives to Submit.

    • To save the record to the server and retain the record in an editable state, tap Save.
    • To complete the submission of the record, tap Submit.
    • To modify the record, tap Edit.

    If the record contains validation errors, you cannot switch to the Main Form, save, submit, or send the record.

Result

  • After the Change Order BP record is routed to the terminal step, the costed lines in the SOV are updated with modified values for Quantity and New Scheduled Value.
  • For new lines, the variable unit rates provided in the cost breakdowns are rolled up to the SOV along with the Quantity and the Amount.