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Requisitions

 
Requisitions are invoices against Contracts and, therefore, are revenue records. Requisitions act in a series. After the first requisition is saved for a contract the next is generated by clicking the Create Next button. When you create the first requisition in the series you are given the choice of copying into it the schedule of values lines from the original contract; you are not required to do so. You can link Contract COs to the requisition and use Timesheets and Production records to update % complete. You can also use the req. codes feature to tag certain costs in PMWeb and automatically pull them into a requisition so that they can serve as the basis of a cost plus billing scenario.
 
Requisitions
1

CONTROL PANEL

1. CONTROL PANEL
 
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
 
3

HEADER TOOLBAR

3. HEADER TOOLBAR
 
  • Create Next Button - Click this button to automatically create the next invoice in the series. The Invoice # will be incremented by one and data from the current invoice will roll forward to the new one. (Current quantities and currency amounts will be added to previous amounts and the current fields will be empty by default in the new invoice.) Note: This button is only available in the last invoice in the series.
4

RECORD TABS

4. RECORD TABS
 
5

HEADER

5. HEADER
 
6

DETAILS TABLE TOOLBAR

6. DETAILS TABLE TOOLBAR
 
 
  • Delete Actual Costs Button - This button removes all selected actual costs from the requisition. It does not delete the original actual cost record - it frees them up to be re-linked to this requisition or another one. Clicking this button opens a confirmation dialog:
 
 
This button only affects actual cost records that are selected in the sub-table.
 
Note: Deleting actual costs has no effect on the % Complete field in any line in the table. In other words, while adding actual costs automatically recalculates the % Complete field, deleting actual costs does not reverse that.
 
  • Add Actual Costs Button - Clicking this button opens the Add Actual Costs dialog:
 
 
The table in the dialog displays all actual cost lines that are eligible to be linked to the requisition. To be eligible a record line must:
 
 
Place a checkmark in the Select field for each actual cost line you wish to add to the requisition and then click the Save button. The dialog closes and the selected lines are added to the table.
 
Note: Also, the % Complete field for lines in the table that have actual costs are automatically recalculated as Scheduled Value divided by the sum of the Total Amount of actual costs times 100.
7

DETAILS TABLE

7. DETAILS TABLE
 
8

DETAILS SUB-TABLE

8. DETAILS SUB-TABLE
This sub-table displays the actual costs linked to by Req. Code to each line in the Details table. Lines are added to the sub-table using the Add Actual Costs button and are removed using the Delete Actual Costs button. All lines in the sub-table are read only.