The following table contains the RCOs field descriptions.
| Field | Description |
|---|---|
| Additional Signature | Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If no exact match is found, the standard contact dialog displays so you can select from the matches that were found, or enter additional search criteria. |
Approved Total | The total $ amount of the approved cost items. |
Attachments | Other documents that are attached to this document in an Attachment where the current document is the “lead document”. |
Budget Status | The Status of the RCO (for example, approved, pending approval, and so on). RCOs are incoming money documents, so the Budget Status is applicable. The Budget Status is a system status that you can give a new name in Module Customization. When the Status of an RCO changes, you can select if and how to update the status of its Cost Items per the Status Update Rules in Module Customization:
|
Category | Category is a client-defined list in the Lookup Tables per document type. |
| Contact | The name of the contact person for the company that is associated with the RCO. The format of this field is Last, First (Company). |
Cost Event No. | The cost event attached to the RCO, if applicable. |
Created By | The user who originally created the document. Automatically Captured. |
Date | The date the document was originally created. Automatically captured. |
Date Created | The date the document was originally created. Automatically captured. |
Description | The short description of the document—typically the document subject. Depending on the tab you are working on, the description pertains to the document type. For example, “Description” on the Items tab contains the short description of the Cost Item associated with the RCO. |
Disclaimer | The disclaimer associated with the document. For example, a disclaimer might state that all costs not identified are excluded. |
Document Template | The Word template used for viewing the Request for Change Order. |
From | NO LABEL Select the contact (and company) the RCO is from. The RCO is typically addressed from the “Prime Contractor” to the “Owner”. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If no exact match is found, the standard contact dialog displays so you can select from the matches that were found, or enter additional search criteria. |
Items | The $ amount of submitted and approved items associated with the RCO. |
Markup Formula | The Markup Formula to use for calculating Markups. |
Markups | The $ amount of submitted and approved markups associated with the RCO. |
No. | The number of the RCO. The system generates this number based on the numbering system established for the project in Module Customization:
|
Notes | Notes, normally intended for internal use, associated with the document. |
RCO No. | The number of the RCO. The system generates this number based on the numbering system established for the project in Module Customization:
|
Schedule Change | The number of days to add to the agreed upon completion date of the project. |
Scope of work | The detailed Scope of work for this document. You can use this unlimited-length field as a bookmark to populate a document template. |
State | Whether the document is Active or Void. Select if and how to void its Cost Items as well in Module Customization when a Request for Change Order is voided and its Cost Items do not exist on any other document:
|
Status Changed By | The user who last changed the status of the Document. Automatically captured. |
Status Changed Date | The date on which the status of the document last changed. Automatically captured. |
Submitted Total | The total $ amount of the submitted cost items. |
To | The recipient of the RCO. NO LABEL Select the contact (and company) the RCO is to. The RCO is typically addressed from the “Prime Contractor” to the “Owner”. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If no exact match is found, the standard contact dialog displays so you can select from the matches that were found, or enter additional search criteria. |
Total | The total $ amount of the items and markups. |
Approved Amount | The $ amount of the approved cost items. |
Available Reserves (After) | Available Reserves (Before) less all Allocations on all Cost Items that are of an Approved Budget Status (only the items on the current page). |
Budget Code | The budget code associated with the cost item. Select a new budget code by clicking the Select button next to the field. (Items tab). |
Budget Status | The status of the budget: Active or Void. |
CI No. | The document number of the cost item. |
Item/Markup | The sequential line item number. |
Pending Allocations (including this document) | Allocations on all Cost Items that have a Budget Status that is not Approved or Cancelled. |
Pending Reserves (After) | Available Reserves (After) less Pending Allocations. |