Summary:
It is possible to set the Contract Type for each Change Order. This allows you to enter a Change Order and use the Time and Material contract type even though the project is a Fixed Price job.
Guidelines:
- New Change Orders will initially set the Contract Type to the same Contract Type as the Project Setup/Contract document.
- The Contract Type drop-down options will use the same Contract Types as the Project Setup/Contract.
When Cost Codes are added on a document, the DocType is used to resolve the Contract Type as follows:
- If the DocType is a Commitment/Subcontract created from a Change Order, the Contract Type from the Change Order is used.
- If the DocType is a CCO/SCO created from a Change Order, the Contract Type from the Change Order is used.
- If the DocType is a Change Order, the Contract Type from the Change Order is used.
- If the Contract Type on the Document matches the Project Setup/Contract
or if there is no Change Order associated with the Cost Code, then the Contract Type is left BLANK on the Cost Code (allowing the Cost Code to roll up and use the Project‘s Contract Type).
Additional Comments:
Contract Type is stored in the Spitfire document subtype field. Cost code contract type is stored in DSL PJPENT and Spitfire xsfProjectWBS.
KBA-01273; Last updated: September 18, 2017 at 13:03 pm;