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Line Item

Thu, 2011-01-27 17:44 — achatterjee

Overview

 

Since Managed Contracts can cover multiple years, Contract Planning must be done through Line Item Drops.  Drops allow planning Contract deliverables in different fiscal years by registering drops with delivery dates in different fiscal years.

Each Drop can be associated with one or more Goods/Services Receive Notes (GSRN) which is registered in the Assets and Inventory System.  Also, each Drop can have associated one or more Inspections. With these GSRN and Inspections, Contract Management System can validate Drops Receptions, Acceptances, and Payments.

Drops have a status which reflects the different stages of the Drop flow.  Setting Drops as Received status depends on Drop Physical Current Progress must be equal to 100%.

Drop status of Acceptance is a requirement to authorize Contract Payments.  However, the complete behavior of Drop Change Status is defined in Drop Workflow Configuration.

When a Drop (or Work Item) is finished, the public employee should officially receive that Drop registering this action in the system.  Only is possible to receive drops for contracts with status equal to In Execution.

 

Navigation

 

Contract Management  ► Contract Line Item Drops

 

Line Item screen fields and Tabs

Field

Description

Managed Contract

Managed Contract related to the Line Item Drop.

Line Item

Line Item associated with the Managed Contract, the list of Line Items to select from will be generated based on the Managed Contract.

Drop ID

Unique automatically generated identifier for the Drop

Delivery Date

Delivery Date of the Line Item Drop, last day for receiving the goods, services or works

Status

Status of the Status Line Item Drop, may be: Planned, Ready for Execution, In Execution, Received, Approval for Acceptance Requested, Accepted, or Cancelled

Fiscal Year

Fiscal Year of the Line Item Drop

Amount

Monetary Amount of the Line Item Drop

Prorated Cost

Prorated Cost of the Line Item Amount. Automatically calculated with the following formula: Drop Amount/Line Item Amount.

Quantity

Quantity of items for the drop

Current Physical Progress

Percentage representing the current physical progress/reception of the Drop. Progression ranges from 0% to 100%.

Current Payment Progress

Current progress of the payment for the Line Item Drop.

Language

Language used to register information

Abbreviation

Short name given for the Line Item Drop

Description

Short Description of the Line Item Drop.

Comments

Any comments or related information about the Line Item Drop

Inspection Tab

Collection of one or many Physical Inspections for the drop. Inspections include advances or percentages of progress of each Drop (or Work Item).

Receive Return Note Detail Tab

Collection of one or more Receive Note Details related with this Drop.