| Attribute | Description |
|---|
| Approval Lock | Locks the document such that it cannot be edited by users unless they have Approve or Administrator permission to the current module. |
Award Date | Defines a default value for the date on which the POCO was awarded. Example: Current Date - 1 |
Bid is per Plans/Specs | Defines whether this checkbox is to be selected or deselected by default, indicating whether the Bid is in compliance with the plans and/or specifications. |
Category | Defines a default value for the category of the POCO. Example: Approved |
| Contact (Company) | The contact at the company to which the POCO is addressed. |
Cost Status | Defines a default value for the Cost Status of the POCO. Example: Pending Approval You cannot remove a Cost Status while it is assigned as a default value. |
Delivery Requirements | Defines a default vale for the time and location of the delivery. |
Description | Defines a default text for the description of the POCO. |
| Display Cost Item Actual Amounts | Select the Default Value checkbox to display the Actual amount of the cost item. This amount is read only, and displays in the Edit view and on the Items tab. Note: This field defaults to “Hide”. |
Display Full Text in Log Fields | Displays the full text of the Description on the log. If you select this attribute, 255 character text fields will display the full text, with text wrapping as required. If you do not select this attribute, 255 character text fields will display only the first 47 characters, followed by ellipses (...). and the full text will display as a tool tip when the mouse hovers over the field. |
Document Template | Defines a default template for the POCO. |
Drafted Date | Defines a default date to indicate the date on which a draft of the POCO was created. Example: Current Date - 2 |
| Escalation Included | Indicates that material price escalation is covered by the POCO commitment. |
Executed Date | Defines a default date to indicate on which the POCO was executed. |
Expected Date | Defines a default date to indicate when the POCO is expected to be approved and returned. |
Expiration Date | Defines a default date to indicate when the POCO is set to expire. |
F.O.B. Point | Defines a default "location" of where the product/materials are located. Example: Factory FOB means Freight on Board |
Invoice Requirements | Defines a default value for the instructions related to submitting an invoice for the items purchased on this POCO. |
Invoice to Address 1 | Defines a default street name as part of the billing address. |
Invoice to Address 2 | Defines an additional address item as part of the billing address. |
Invoice to City | Defines a default for the City as part of the billing address. |
Invoice to ZIP | Defines a default for the Zip Code as part of the billing address. |
Invoice to State | Defines a default for the State as part of the billing address. |
Locked | Defines whether this checkbox is to be selected or deselected by default, indicating whether or not the POCO is to be locked for Approval, such that it cannot be edited by users unless they have Approve or Administrator permission to the current module. |
| No. | Establishes the numbering system for the POCO. |
Notes | Defines a default text for the Notes section displayed on the POCO. |
Notes (after line items) | Defines a default test for notes that are to display before the POCO line items. |
Notes (before line items) | Defines a default test for notes that are to display after the POCO line items. |
Other Charges Budget Code | Defines a default budget code for the Other Charges applied to the POCO. Example: |
Other Charges Description | Defines a default description for the Other Charges that are to be applied to the POCO. |
Other Charges Total | Defines a default total dollar amount for the Other Charges to be applied to the POCO. |
POCO For | Defines what the POCO is for. Example: Equipment |
| POCO No. | This number combines the parent document (PO) number and the document (Changer Order) number. Format: Parent Doc No - Doc No) |
| Previous Delivery Date | The previous date on which the POCO was delivered. |
Primary Budget Code | Defines a default value for the Primary Budget Code associated with the POCO. |
Requisition By | Defines a default contact for the individual who is requesting that the POCO be processed, often in conjunction with submitting the POCO to a purchasing department. |
Requisition Date | Defines a default date to indicate the date on which the requisition was made. |
Returned Date | Defines a default value for the date on which the POCO was returned. Example: Current Date - 1 |
| Revised Delivery Date | The revised date of delivery of the PO. |
Sales Tax Included | Defines whether this checkbox is to be selected or deselected by default, indicating whether the POCO includes Sales Tax. |
| Schedule Change (days) | The number of days changed on the schedule. |
Send Via | Defines a default value for the delivery method of the POCO. Example: Courier |
| Send Wizard Subject | Defines the default value of the Send Wizard Subject when sending a single document. This attribute can be set at the client level or at the project level. Module-specific tokens are provided for data such as the document number, subject, status, etc. For example, to have the Send Wizard subject for an RFI default to the RFI number, status and project like this: RFI 00052 is Pending for Project 08-1325 - Medical Center Expansion You would enter the following: [DocTypeAbbv] [DocNo] is [RFIStatus] for Project [ProjectNum] - [Project Name] The Custom Send Wizard Subject will not be used when sending from a multi edit page where you have selected more than one document. When sending multiple documents, the current Constructware default value will be used. |
Sent Date | Defines a default value for the date on which the POCO was sent. |
Ship To Address 1 | Defines a default street name as part of the shipping address. |
Ship To Address 2 | Defines an additional address item as part of the shipping address. |
Ship To City | Defines a default City name as part of the shipping address. |
Ship To State | Defines a default State name as part of the shipping address. |
Ship To Zip | Defines a default Zip Code as part of the shipping address. |
Signed By | Defines a default contact to indicate who signed for the POCO. |
State | Defines a default for the state of the POCO. Example: Active. |
Status Notes | Defines a default text for the Status Notes of the POCO. |
Tax Budget Code | Defines a default budget code for the tax applied to the POCO. |
Tax Rate | Defines a default tax rate to be applied to the POCO. |
Terms of Payment | Defines a default value for the terms to which this POCO must be paid. Example: 30 days net |
Unloading Included | Defines whether this checkbox is to be selected or deselected by default, indicating whether the POCO includes Sales Tax whether unloading is included in the amount of the POCO. |
Data Maintenance