Change Sub Contract Line Item Status

Explanation

This activity is used to manually change the status of a contract line item to any of the following statuses:

• Planned - No progress is recorded yet.
• Work In Progress - Some progress is recorded, i.e., when the call off for the item has been released.
• Completed - 100% certified progress.

When the line item is included in a call off, and that call off is released, the status of the line item is automatically set (from Planned) to Work In Progress. Likewise, when the valuation for the line item has been certified to a value equal to or more than the contract value of the item, the status automatically changes (from Work In Progress) to Completed.

Owing to the automatic status update feature, certain validations are carried out when you are manually changing the status. For example:

• If you set the status to Completed, but the status of the valuation sets it to Work In Progress, then the line item is kept in the Work In Progress status.
• If you set the status to Work In Progress, but the status of the valuation sets it to Completed, then the line item is kept as Completed.

Note: When the line item is set to the Completed status, further updates will not be allowed on the item unless the corresponding valuation is modified.

Prerequisites

• The sub contract should not be in either the Closed or Cancelled status.
• A sub contract line item must exist.

System Effects

• The status of the sub contract line item is changed to the desired status.

Window

Sub Contract

Related Window Descriptions

Sub Contract/Items/Lines/Items

Procedure

1. Open the Sub Contract window and query (F3) for the necessary sub contract.
2. Click the Items tab and then click the Lines/Items sub-tab.
3. Select the line item, right-click, point to Status, and then click the desired status.