Cost Control  Enhancements

Handle Change Orders with Amendment Module Type

Based on the "Configuration of Module Type Amendment", business users can update cost sheets to reflect changes due to Amendment Orders. Users can Edit the Cost Sheet and Add New Columns or Information to accurately represent the updated costs resulting from the Change Order.

Modify the Cost Code Value for a Module in Amendment

Users can now increase or decrease the cost code value from the line items in Summary for a module in amendment. 

Increase the Cost Code Value at Line-level or Summary-level

After setting the reference condition in the line item summary, increasing the Cost Code value reflects in the Source(Parent) Cost Code value. For example, modifying the cost code value in PO reflects in the Budget(Source/Parent) cost code value.

The system allows to submit the changes only when the cost code value for Source(Parent) module is higher than the increased cost code value. Conversely,  when the cost code value of the Source(Parent) is lesser than the modified value in line item summary, then an error message displays on submitting, indicating the row number and the limit until which the cost code value can increase.

Here's how to Increase the Cost Code Value at Line-level or Summary-level:

Step 1: Specify the cp(Record Picker) drop-down value as "line item" or "summary" from the Budget creation form

Step 2: Specify the rp(Record Picker) drop-down value as "line item increase" or "summary level increase" from the Budget creation form

Step 3: Approve the budget record

Step 4: Access the Amendment module for the created budget

Step 5: Increase the value of the amount in the budget

Step 6: Save, Submit, and Approve the budget

Decrease the Cost Code Value 

Decreasing the cost code value reflects in the cumulative of all child modules cost code value in Approved/In progress status. For example, modifying the cost value PO reflects in the Invoice(Child) cost code value.

The system allows to submit the changes only when the cost code value decrease is higher than the remaining value. Conversely,  when the value is decreased more than the remaining value for that cost code, then an error message displays on submitting, indicating the field and the limit until which the cost code value can decrease.

Here's how to Decrease the Cost Code Value at Line-level or Summary-level:

Step 1: Specify the rp(Record Picker) drop-down value as "line item decrease" from the Budget creation form

Step 2: Approve the budget record

Step 3: Access the Amendment module for the created budget

Step 4: Increase the value of the amount in the budget

Step 5: Save, Submit, and Approve the budget

See Also

Configure Module Type to Handle Change Orders

Organize Data in a Hierarchical Structure

Establish Relationship Across Modules

Pick Reference Record to Import Line Items

Perform Validations on Line Items

Customizable Cost Sheet