<\/span><\/b><\/p>\n <\/span><\/b><\/p>\n Table of Contents<\/p>\n Request for Information Project Issues.. 18<\/span><\/a><\/p>\n Drawing Logs.. 21<\/span><\/a><\/p>\n Daily Field Report Photo Logs. 29<\/span><\/a><\/p>\n Submittals.. 34<\/span><\/a><\/p>\n Additional Useful Information Projects. 35<\/span><\/a><\/p>\n Budget Details.. 42<\/span><\/a><\/p>\n Project Review by Period by Task Purchases.. 47<\/span><\/a><\/p>\n <\/p>\n <\/span><\/b><\/p>\n <\/span><\/b><\/p>\n The documentation below is a quick guide to Acumatica To begin, navigate to the CCI Acumatica login page. Once logged in, navigate to the \u201cProject Management\u201d module<\/p>\n You will find several hyperlinks under \u201cTransactions\u201d, all <\/p>\n <\/p>\n <\/p>\n The first hyperlink is \u201cRequest for Information\u201d<\/p>\n Once you click \u201cRequest for Information\u201d you will land on The columns & viewable data in Acumatica is by default, From here, you will see a list of \u201cAvailable Columns\u201d on the To add\/remove columns from your view, click the description Once you have the \u201cSelected column\u201d descriptions added to You can edit\/change your views at any time as you start to Back to RFI\u2019s: The landing page will take you to all RFI\u2019s In this example we are going to search for project 240248. You can also use the search to look up all RFI\u2019s by owner Additionally, you can filter any column. For example, if you From here, you can \u201cClear All\u201d statuses and select only To create a new RFI, click the + sign<\/p>\n The RFI ID will default to \u201cNEW\u201d. <\/p>\n <\/p>\n To create the RFI, you will need to complete certain <\/p>\n Next you have the option to add priority levels to your RFI. The owner information defaults to the user, but is editable<\/p>\n The next required field is the \u201cProject\u201d. You can start Project task is an option but not required. It is probably <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n The final required field is the \u201cContact\u201d. This will be the The next part to complete is under the \u201cDetails\u201d tab, and You also have the option to note if there is potentially a Next to \u201cDetails\u201d you will see \u201cAttributes\u201d; nothing needs Next to \u201cActivities\u201d is \u201cRelations\u201d. Nothing needs to be You can select the appropriate drawing(s) from the list by You can also attach file(s) to your RFI. Click the \u201cFiles\u201d To locate the file you want to attach, click the \u201cBrowse\u201d, select Once you have completed all of the information for your RFI, You will then want to email the RFI to the appropriate Click the 3 dots next to \u201cPRINT\u201d at the top of the Select \u201cEmail\u201d.<\/p>\n \u201cFrom\u201d will default to \u201cAccounting\u201d. Click the scope Next choose \u201cSelect Template\u201d.<\/p>\n The following box will appear:<\/p>\n Click the scope and select the template \u201cE-Mail RFI\u201d<\/p>\n Then hit \u201cSelect\u201d<\/p>\n You can type in the text box of the email before sending if If you now navigate back to the \u201cActivities\u201d tab, you should <\/p>\n The contact or the owner can enter the Once the RFI has been resolved, it is best practice to close <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n The next hyperlink is \u201cProject Issues\u201d. Click to open.<\/p>\n The format here is similar to the RFI\u2019s. \u201cAll Records\u201d will To create a new issue, click the + sign. <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n The required fields are \u201cClass ID\u201d which are again a choice After choosing the Class ID, the \u201cPriority\u201d will default to The only other required field is the Project number. Choose It will be good practice to enter a summary for the issue. Another field to consider is the \u201cProject Issue Type\u201d. It is not necessary to enter a Project Task or Workgroup. You will enter details of the issue in the \u201cDetails\u201d Next to \u201cDetails\u201d you will note \u201cActivities\u201d, \u201cAttributes\u201d Upon completion, save your work. You will note that there is <\/p>\n <\/p>\n <\/p>\n The next hyperlink is \u201cDrawing Logs\u201d. This will open Note that the information and success in this module is Required fields are \u201cDrawing Number\u201d, \u201cTitle\u201d, \u201cProject\u201d and To view the drawing, click from the File Name under Note that we are able to export drawings (which will export You will also note that in each module there are 3 dots to To activate any of these actions, click the blue hyperlink.<\/p>\n <\/p>\n Daily Field Report is the next hyperlink. Clicking the To create a new record, click the + sign. Enter the Once you enter the project number & manager, you have a The next is \u201cProgress Worksheets\u201d. This one ties back The third section is \u201cChange Requests\u201d. You are able to The next section is \u201cChange Orders\u201d and behaves just like Next is Subcontractors. In order for vendors to appear in <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n <\/p>\n Select the vendor, then the next required field is the You are then able to enter the number of workers, time The next tabs are \u201cProject Issues\u201d & \u201cPhoto Logs\u201d which Notes is next, and this is where you will primarily live in After you\u2019ve entered your note, you can tell it is there Next to notes is Equipment. This is something we hope to This would be used if we ever get to the point where we bill After Equipment is Weather, this is self explanatory and Next to Weather is Visitors which may be helpful. Start by After Visitors is Approvals, there is nothing to do here.<\/p>\n In the above screen shot, Approvals appears to be the last Clicking this tab brings up all remaining\/unseen tabs. The <\/p>\n Photo logs is finally a platform to store pictures that link To add a new photo log, click the + at the top of the When creating a new photo log, you must enter the project # Once you have saved your work, navigate to Once you have uploaded your photos, enter a description at If you are using the web version on your mobile device or Clicking on the Photo ID from a desktop or laptop opens a Open the Settings app on your iPhone or iPad.<\/p>\n Scroll down and tap on Safari under the "Apps" Find the Block Pop-ups option.<\/p>\n Toggle the switch off (it should turn gray) to allow Once you have allowed pop-ups, you should now be able to <\/p>\n <\/p>\n The final module is submittals. There will not be much to do <\/p>\n <\/p>\n The next sections will help you with general information The first place to navigate to is in \u201cProjects\u201d <\/p>\n We suggest starring your most used \/ favorite modules, this There are a LOT of actions available in projects but you Once you click on the Projects hyperlink, you will see \u201cAll You can use any search and\/or filter here for any column. Once you locate the project you want and click the There is a lot of data in this module, but you will mainly <\/p>\n Another location for valuable information is under the \u201cCost Here\u2019s an overview of the different columns that are Original Budgeted Quantity: This is the quantity the bidder UOM: Unit of measure<\/p>\n Unit Rate: This is the cost<\/i> the bidder has in their Original Budgeted Amount: This is the budgeted cost<\/i> Actual Amount: This is the actual\/invoiced dollar amount to Original Committed Quantity: This is the quantity that was Committed Invoiced Quantity: This is the quantity that has Committed Open Quantity: This is the quantity that has not Committed Invoiced Amount: This is dollar amount invoiced to Committed Open Amount: This is the dollar amount that has You will find that clicking on the blue hyperlink of the The next useful tab is under \u201cCommitments\u201d. This will Clicking on the hyperlink of the \u201cOrder Nbr\u201d is helpful as Inventory ID<\/p>\n Line Description<\/p>\n UOM<\/p>\n Order Qty<\/p>\n Unit Cost<\/p>\n Ext. Cost<\/p>\n Billed Qty<\/p>\n Unbilled Qty<\/p>\n Billed Amount<\/p>\n Unbilled Amount<\/p>\n Those items should be sufficient for your needs but feel The \u201cInvoices\u201d tab is what we have invoiced to the customer. Another potential useful tab is \u201cChange Orders\u201d. Currently The final potentially useful piece of info is \u201cAddresses\u201d This is where the project address can be found, but *should* <\/p>\n
\n<\/span><\/b><\/p>\n
\nProject Management module and helpful Project tools.<\/p>\n
\nThe link can be found on the employee home page or here: <\/p>\n\n
\nof which will be useful tools for project tracking. <\/p>\nRequest
\nfor Information<\/span><\/a><\/span><\/p>\n
\n\u201cAll Records\u201d which is a history of all RFI\u2019s. <\/p>\n
\nbut we encourage users to sort the data in each module to their liking. The
\nprocess is the same for each module and is as follows:<\/span><\/p>\n
\nleft and \u201cSelected Columns\u201d on the right. <\/p>\n<\/span><\/p>\n
\nthen the arrow to the left or right. Only the \u201cSelected Columns\u201d will be
\nvisible in your view. The \u201cAvailable Columns\u201d descriptions will be hidden
\nfrom your view. <\/p>\n<\/span><\/p>\n
\nyour liking, you can move them up or down in your view using the up\/down arrows
\non the right side. <\/p>\n<\/span><\/p>\n
\nlearn what information is important to you and in what order you wish to look
\nat it. Reminder, you can do this across all modules using the same process.<\/p>\n
\nfor all projects. There are a number of ways to sort and search these. If you
\nare looking for RFI\u2019s for a specific project or owner you can type in the
\nsearch bar at the top right. Again, this search is available in all modules
\nacross Acumatica. <\/p>\n<\/span><\/p>\n
\nOnce we enter that (note that it does not have to be an exact match to find
\nsuccessful results) we can see all RFI\u2019s for the project appear<\/p>\n<\/span><\/p>\n
\n(RICHARD MILLER) in this case. Another way to search RFI\u2019s that you<\/b>
\ncreated is to click from \u201cAll Records\u201d to \u201cMy Requests\u201d. <\/p>\n<\/span><\/p>\n
\nwant to view \u201copen\u201d RFI\u2019s, click the \u201cStatus\u201d column and the below box will
\nappear:![](\"https:\/\/employee.clawsons.com\/wp-content\/uploads\/ACMPM\/image011.png\"\nalt=\"A)
<\/span><\/p>\n
\n\u201cOpen\u201d, or you can individually uncheck \u201cNew\u201d, \u201cClosed\u201d and \u201cIs Empty\u201d to get
\nthe same result. You can also sort ascending\/descending. Remember these sorting
\nfields are available across all modules and all columns in Acumatica.<\/p>\n<\/span><\/p>\n
<\/span><\/p>\n
\nmandatory fields. The first is \u201cClass ID\u201d. The options here are \u201cLabor\u201d,
\n\u201cMaterial\u201d or \u201cOther\u201d. It is okay to choose any of these three as there
\nis no right or wrong answer, and does not impact the project revenue or cost
\ndepending on your selection. It is also a good idea to enter a brief
\ndescription in \u201cSummary\u201d as this field is visible in your landing page so it
\nwill help in searching RFI\u2019s after creation.<\/p>\n<\/span><\/p>\n
\nDefault is set to \u201cMedium\u201d but you can change it to \u201cLow\u201d or \u201cHigh\u201d<\/p>\n<\/span><\/p>\n
\ntyping either the project number or the project description, or you can click
\nthe scope to the right and will pull up all projects, whether active or
\ninactive. Select the project. If you select an inactive project, you will see a
\nyellow warning symbol to the left. When you hover over the symbol it will tell
\nyou that the project is completed and will not be available for data entry.<\/p>\n
\neasier to leave this field blank, but will not hurt anything if you complete
\nit.<\/p>\n
\nperson you are addressing your question to. You can start typing in a
\nname here or select the scope for a full list of contacts. Note that ALL
\ncreated contacts are located here, not just Clawson employees. Be
\ndiligent when selecting the contact, be sure to select only a Clawson employee
\nfor the time being. While we may extend the use of this RFI to external
\ncontacts at some point, we are currently using this as an internal tool.<\/p>\n<\/span><\/p>\n
\nthe question you are needing clarified:<\/p>\n<\/span><\/p>\n
\nchange impact to the project, either schedule, cost or design. Click any and
\nall appropriate boxes.<\/p>\n
\nto be done here. Next to \u201cAttributes\u201d you will find \u201cActivities\u201d. We will
\ncome back to this.<\/p>\n
\ndone with this at this time. Finally, next to \u201cRelations\u201d is \u201cDrawings\u201d.
\nIf there is a drawing that you want to link to the RFI, you will click \u201cLink
\nDrawing\u201d and the drawing log for this specific project will appear. If no
\ndrawings have been uploaded for the project, this section will be blank.<\/p>\n<\/span><\/p>\n
\nchecking the boxes on the left of the drawing log ID. Once you are done, click
\n\u201cLink & Close\u201d and the drawings will now appear under \u201cDrawings\u201d<\/p>\n<\/span><\/p>\n
\nat the top right of the screen<\/p>\n<\/span><\/p>\n
\nthe file you want to attach then click \u201cUpload\u201d. It is also good practice
\nto enter a brief description in the \u201cComments\u201d next to the file name. This is
\nespecially helpful when you have multiple files to upload so you can easily
\nselect the correct file to view in the future.<\/p>\n<\/span><\/p>\n
\nclick the \u201cSave\u201d symbol at the top left.<\/p>\n<\/span><\/p>\n
\nperson for a response. <\/p>\n
\nRFI. You will have the option to \u201cEmail\u201d or \u201cPrint\u201d<\/p>\n<\/span><\/p>\n
\nto the right and you will see a list of available account email addresses.
\nSelect projects@clawsons.com<\/a>.
\n\u201cTo\u201d will default to the \u201cContact\u201d you selected for your RFI<\/p>\n<\/span><\/p>\n
<\/span><\/p>\n
<\/span><\/p>\n
<\/span><\/p>\n
<\/span><\/p>\n
\nyou want but it is not necessary. Once you hit Send, the email will go out with
\na link to the RFI for receiver\u2019s viewing. <\/p>\n
\nsee the email activity. The contact can reply directly to the email with the
\nanswer. If they do, you will see their response in the \u201cActivities\u201d tab. The
\nnewest email will be on top<\/p>\n<\/span><\/p>\n
\nanswer\/resolution of the RFI in the \u201cAnswer\u201d section of the \u201cDetails\u201d tab.<\/p>\n<\/span><\/p>\n
\nit out. We do have the option to simply close it or to convert it to a
\nchange request. For most cases we will simply close it. Should a change request
\nbe necessary, you can always create a new one, it just will not be linked to
\nthe RFI.<\/p>\n
\n<\/span><\/p>\nProject
\nIssues<\/span><\/a><\/span><\/p>\n
\ndefault to all project issues. You may search or filter to find a previously
\nsubmitted issue. And remember to change your column views to your liking. You
\ncan also select \u201cMy Project Issues\u201d and all issues listing you as the owner
\nwill appear.<\/p>\n<\/span><\/p>\n
\nof \u201cLabor\u201d, \u201cMaterial\u201d or \u201cOther\u201d<\/p>\n<\/span><\/p>\n
\n\u201cMedium\u201d. You can change this to \u201cLow\u201d or \u201cHigh\u201d if necessary. <\/p>\n
\nthe appropriate project.<\/p>\n
\nAgain, this will help with finding and sorting information.<\/p>\n
\nThese are things that Acumatica admin users can add\/create. There\u2019s only a
\nhandful in there for now but feel free to provide feedback for additional issue
\ntypes that you would like to see added.<\/p>\n<\/span><\/p>\n
\nSimilarly to the RFI module, you are able to check mark if there is a schedule
\nor cost impact<\/p>\n<\/span><\/p>\n
\nsection. <\/p>\n
\nand \u201cDrawings\u201d which are similar to the RFI module. Link drawings if desired.
\nYou may also attach files at the top of the page if desired.<\/p>\n
\nno \u201cContact\u201d to send the issue to, although you are able to convert it to a RFI
\nby clicking the \u201cCONVERT TO RFI\u201d at the top. You also have the option to close
\nit, convert it to a change request or print it. To delete, simply click the
\ntrash can at the top <\/p>\n<\/span><\/p>\n
\n<\/span><\/p>\nDrawing
\nLogs<\/span><\/a>
\nall drawings for all projects. You can again sort by ascending\/descending
\nproject, or best practice is to enter the project number in the field at the
\ntop. <\/p>\n<\/span><\/p>\n
\nhighly dependent upon a user taking the time to sort, upload and correctly
\nlabel each print. In a perfect world, this is something the office staff will
\ntake care of on behalf of the PM. The new record entry page looks like this:<\/p>\n<\/span><\/p>\n
\n\u201cDiscipline\u201d. <\/p>\n
\n\u201cDrawings\u201d tab. You can also find it in the \u201cfiles\u201d at the top of the page<\/p>\n
\nto a zip file) or create revisions to drawings by clicking \u201cCreate Revision\u201d<\/p>\n<\/span><\/p>\n
\nthe right of the toolbar actions. Clicking those dots in the drawing logs
\nbrings up short cuts to \u201cCreate RF\u201d, \u201cExport Drawings\u201d, \u201cCreate Revision\u201d,
\n\u201cCreate Project Issue\u201d and \u201cEmail\u201d<\/p>\n<\/span><\/p>\n
\n<\/span><\/p>\nDaily
\nField Report<\/span><\/a>
\nhyperlink brings you to the landing page. Similar to the other modules, the
\nhome view defaults to \u201cAll Records\u201d with the option to look at \u201cMy Daily Field
\nReports\u201d<\/p>\n<\/span><\/p>\n
\nproject number first, then you will be prompted to enter the Project
\nManager. <\/p>\n<\/span><\/p>\n
\nnumber of options available to enter data. The first one you see is \u201cLabor Time
\nand Activities\u201d. Since we do not track time in Acumatica, we track
\nthrough WorkForce Go, do not use this section. You will note that even if you
\ntry to add time here, only your name shows up and you cannot add additional
\nemployees. <\/p>\n
\nto Inventory ID\u2019s so again, do not use this section at this time.<\/p>\n
\nrefer back to change requests here, but you cannot initiate them here. To refer
\nback to a created change request, click the + and you must select the reference
\nnumber from the available options<\/p>\n
\nChange Requests. <\/p>\n
\nthis list, a PO must first be created. If Devin has not created a PO, this
\nsection cannot be used appropriately. If you choose to use this section to
\ntrack subs on your job site, first make sure the PO exists (you can tell by
\nclicking the + sign to create a new record). A list of all vendors linked to
\nthe project will appear. <\/p>\n<\/span><\/p>\n
\n\u201cProject Task\u201d. If you\u2019re tracking subs, the project task is \u201cS\u201d for
\nSubcontractor. <\/p>\n<\/span><\/p>\n
\narrived and time departed. The \u201cWorking Hours\u201d and \u201cWorking Hours Total\u201d will
\ncalculate based on your entries.<\/p>\n<\/span><\/p>\n
\nare again similar to Change Requests\/Change Orders where a record must first be
\ncreated in order to reference it through Daily Field Report.<\/p>\n
\nDaily Field Reports. To create a new record, click the + and enter a
\ndescription\/summary. There is a character limit here so do not enter details of
\nthe day here, only a summary. You will then need to save your work. After
\nsaving, you will want to enter details for the day by clicking the piece of
\npaper next to the paperclip on the left side of the screen. This will bring up
\na text box where you can type unlimited characters. You will note that you are
\nalso able to attach files here by clicking the paper clip.<\/p>\n<\/span><\/p>\n
\nbecause the piece of paper will now be yellow. This also applies across all
\nmodules in Acumatica<\/p>\n<\/span><\/p>\n
\nroll out in the future. You can log hours for equipment such as boring machine,
\ntrencher etc. here. The equipment must first be set up, which is something
\nadmin users must do. If the equipment is listed and you want to use this
\nfeature, it is available for you to do so. You must select the equipment and
\nproject task, from there you can enter Setup Time, Run Time and Suspended Time.
\nOnce you save the data, the system will create an Equipment Time Card. <\/p>\n<\/span><\/p>\n
\nfor the use of equipment on an hourly basis. This is not something we do at
\nthis time, equipment is figured in to the estimator\u2019s pricing.<\/p>\n
\navailable for use if you find it helpful.<\/p>\n
\nclicking the + sign and choose from the available Visitor Types. You must enter
\nthe visitor\u2019s name, arrival & departed times and the reason for visit. You
\ncan also enter the areas visited and add a brief description. You also have the
\nnotes option here if you want to enter more detailed information, as well as
\nthe paperclip to attach a file.<\/p>\n<\/span><\/p>\n
\noption, but you will see two arrows pointing to the right set in dark gray.
\nAcross all modules in Acumatica, this signifies additional tabs. <\/p>\n<\/span><\/p>\n
\nonly one left in this module is \u201cHistory\u201d and there is nothing to do here.<\/p>\n
\n<\/span><\/p>\nPhoto
\nLogs<\/span><\/a>
\nto the project! Photo logs view differently on an ipad\/mobile device vs a
\nlaptop\/desktop. On a laptop\/desktop computer, you\u2019re able to view a photo
\npreview if<\/i> it was set up to be the main photo (selecting a main photo is
\nnot required). Choosing a main photo would be useful for organizing photos
\nwithin a certain telecom room, for instance. The main photo could be a picture
\nof the telecom room # with the detailed pictures added inside the photo log.<\/p>\n<\/span><\/p>\n
\nscreen. Or to view\/edit an existing photo log, click the blue hyperlink under
\n\u201cPhoto Log ID\u201d. Note that you can search photos by project, and you can
\nalso filter photos by any of the available columns.<\/p>\n
\nthen save your work.<\/p>\n<\/span><\/p>\n
\n\u201cPhotos\u201d. Adding photos from a laptop\/desktop computer is easy. You can drag
\nand drop them or click to upload<\/p>\n<\/span><\/p>\n
\nthe top of the page for an overall description of this photo log, and it is
\nbest practice to enter a description for each photo, which will help with
\norganization and searching in the future. Lastly, if you want to make a \u201cmain
\nphoto\u201d for the photo log, check the box to the right of that photo<\/p>\n<\/span><\/p>\n
\nipad, add photos by clicking \u201cDrag files here or click to upload\u201d and you will
\nbe prompted to choose from your \u201cphoto library\u201d, \u201ctake photo\u201d or \u201cchoose
\nfiles\u201d where you can upload photos straight from your device. From your
\nmobile device, a thumbnail view of the photo may or may not be viewable. Try
\nturning your device sideways\/landscape and the image may appear to the right.
\nThe images do seem to be easily viewable from a laptop\/desktop so we assume
\nthis feature will depend on the user\u2019s screen size.<\/p>\n<\/span><\/p>\n
\nnew tab with the photo and description. If you are on a mobile device, click on
\nthe Photo ID. If nothing happens, you need to allow pop-ups on the device. To
\nenable pop-ups, follow the instructions below:<\/p>\n
\nsection.<\/p>\n
\npop-ups.<\/p>\n
\nclick the Photo ID where you may get a prompt reading \u201cThis site is attempting
\nto open a pop-up window\u201d. Click \u201cAllow\u201d and the device will open a new tab with
\nthe photo.<\/p>\n
\n<\/span><\/p>\nSubmittals<\/span><\/a>
\nhere for the time being. <\/p>\n
\n<\/span><\/p>\nAdditional
\nUseful Information<\/span><\/a>Projects<\/span><\/a>
\nabout your projects. <\/p>\n<\/span><\/b><\/p>\n
\nwill help with finding them in the future and will also be placed in the
\n\u201cFavorites\u201d tab for you<\/p>\n<\/span><\/p>\n
\nwill only primarily only be using a few. The main us under \u201cProfiles\u201d and is
\nlabeled \u201cProjects\u201d. This is where all projects live, both past and present<\/p>\n<\/span><\/p>\n
\nRecords\u201d. Note that by default you can also view \u201cCompleted Projects\u201d.<\/p>\n<\/span><\/p>\n
\nThe General Inquiry that Rick created here will show a lot of information. At a
\nglance you can see the original bid amount, change order amount, revised bid
\namount and total project cost to date, project manager, sales manager as well
\nas various other information.<\/p>\n
\nhyperlink, you will be taken to the main project screen. The information in
\nthis module is viewable only, you will note that you cannot add or modify any
\ninformation. <\/p>\n
\nbe able to look at the file attachments where you should be able to find a copy
\nof the bid, CO\u2019s, possible materials lists etc. You can find these documents by
\nclicking the \u201cFiles\u201d on the top right of the screen.<\/p>\n<\/span><\/p>\n
\nBudget\u201d tab. This should give a list of items that Devin has ordered, with
\nquantities and pricing. You will want to edit your column views in this module
\nas there are a LOT of options that get quite overwhelming.<\/p>\n
\nprobably most needed and a brief description of each. If not listed, it may be
\nbest to hide from your view:<\/p>\n
\nhas come up with in their initial materials list. This must be entered manually
\nat project start-up and will not always be available\/entered<\/p>\n
\nBOM<\/p>\n
\ndollar amount (budgeted quantity * unit rate) that the bidder came up with<\/p>\n
\ndate<\/p>\n
\nordered<\/p>\n
\nbeen invoiced and most likely<\/i> received, or at least has been shipped<\/p>\n
\nyet been invoiced, probably not<\/i> yet shipped<\/p>\n
\ndate<\/p>\n
\nnot yet been invoiced<\/p>\n
\nInventory ID\u2019s is not helpful as it just takes you to the inventory id profile<\/p>\n<\/span><\/p>\n
\ntake you to PO\u2019s that have been created for the project. <\/p>\n<\/span><\/p>\n
\nit will open a new tab and take you right to the PO. You can view the all items
\nthat were ordered on that PO, the part number, description, quantity ordered,
\nquantity billed etc. There are again several available columns for view in this
\nsection, I\u2019d suggest changing the view to something similar to:<\/p>\n
\nfree to add additional items if you find them helpful<\/p>\n<\/span><\/p>\n
\nThis is probably not useful to you, but the info is there.<\/p>\n
\nonly change orders that have been approved are entered here, pending CO\u2019s will not<\/i>
\nbe entered at this time. Clicking on the hyperlink for the CO Reference Nbr
\nwill open a new tab where you can view the revenue lines of the CO and a copy
\nwill be attached to the files.<\/p>\n<\/span><\/p>\n
\nwhich can usually be found by clicking the two arrows to the right which
\nreveals additional tabs<\/p>\n<\/span><\/p>\n
\nalso be located on the bid<\/p>\n
\n<\/span><\/p>\nBudget
\nDetails<\/span><\/a>