Change Management - Post PCI

Pgm: CMPSTCHG – Post Change Orders; standard Treeview path: Change Management > Change Orders > Post PCI

Use this screen to post approved PCIs via a batch.

When this procedure is performed, the Job Billing contract is updated with the Change Order, the Job Costing budget is updated with the budget update or with the committed cost, and where applicable, the Subcontract is updated with the Change Order to the Subcontract. For details, please refer to PCI Basics – Quick Guide.

Selection Criteria

Company

Select the company for which the PCIs will be posted.

Batch

Select an existing batch or click [Create Batch] to create a new batch. The batch type will default to "H" to indicate it is a Change Order batch.

This field’s LOV is populated with the user’s unposted batches, and if the user has the security privilege to see other users’ Change Management batches (system privilege 'CMPB: Allows the user access to CM batches belonging to other users'), it is also populated with all unposted batches for the company.

The display-only field to the right of this field displays the batch’s name, which is composed of three parts: user’s name, current date, and batch type code (single letter).

Post Date

Enter the batch’s post date.

[Create Batch] – Button

Click to create a new batch and to have its automatically generated number put into the Batch field. Also, when a batch is created, it is associated to the user, assigned a batch type code, and a batch name is automatically generated for it.

Change Orders

This section lists the unposted PCIs to which the user has access. Checking a PCI’s 'Sel' checkbox adds it to the batch for posting.

Job

Job that PCI was entered against.

Change Order

PCI’s identifying Change Order number.

Ref Date

PCI’s reference date, which was entered using the Date field on the General tab of the Enter PCI screen (standard Treeview path: Change Management > Change Orders > Enter PCI – General tab).

Budgeted Amount

Amount of change to JC budget amount.

Billing Amount

Amount of change to JB revenue amount.

Print Reports Immediately – Checkbox

Check this box to print the posting report immediately after posting.

If unchecked, the posting report will not be printed, but can it be printed later using the Print Posting Reports utility (standard Treeview path: Change Management > Utilities > Print Posting Reports).

Delete Report After Posting – Checkbox

Check this box if you want to delete this posting report at the end of the posting process. Once deleted, users will not be able to print the reports later.

If you leave this box blank, the posting report can be re-printed later.

[Post] – Button

Click to post the selected Change Orders.