Work Order Items

Description

This screen is part of the Contractor Services subsystem and is used to provide a list of Work Order Items for a specific Work Order. It displays a basic set of information for each item and provides the ability to delete, add or move an item, to select work order items for balancing, or to copy or move the listed items to another work order. For CDS NextGen work orders, the Work Order Items screen can be used to copy the item cost justification created in an ECMS Workspace Work Order to a CDS NextGen Work Order.

The Work Order Items screen provides part of the Work Order Processing functionality and is initially accessed (to create the first work order item) when the user clicks the Create button in the Number of Items field on the Work Order screen. Once a work order item is saved, the Number of Items field contains the number of saved items and provides a hyperlink to the Work Order Items screen.

Fields

Field Name	State	Description
Project Header (Full)	Display	The full project header fields are displayed as a standard throughout much of ECMS. The header displays general project information including Project number, Short project description, District number, County, Project Status, SR, Section, Municipality, Group and Admin Org Code. The header also provides quick navigation to other screens related to the same project: Contractors click the word "Project" to navigate to the Contractor Project page. The words "Project Team" take Contractor users to the Third Party Project Team screen. PENNDOT, FHWA, Municipal, and Consultant users click the word "Project" to link to the Project Information or Construction Project Information screen (depending on Project Status). The words "Project Team" take these users to the Project Team screen. The header also provides a 'fast path' to the same screen for a different project number. Users navigate by typing the destination project number in the Project field (next to the Project link) and clicking the GO button.
Work Order Header	Display	The Work Order header fields provide identifying information about the work order and links to work order screens.
Item	Display	The work order item number. This field provides a hyperlink to the Work Order Item detail screen.
Type	Display	The code representing the type of work order item, for example, C1 (Contract Item at Original Contract Price), C2 (Contract Item at Adjusted Unit Price), E1 (Extra Work Item), and so on.
Fund Code	Display	The fund code associated with item/type and quantity. For each item, all fund codes associated with the item on the work order are displayed, as well as a 'summary row' showing the quantity and item total. The summary row is indicated by dashes (--) under the Fund Code column.
Item Description (unlabeled)	Display	The work order item description. If this is a modified standard item, the modified description appears in parentheses after the standard description.
Unit Price	Display	The unit price for the work order item.
Quantity	Display	The quantity of the work order item.
Item Total	Display	Total Work Order value for Item/Type.
Just (link)	Display	The method used to justify the cost of the item. This field provides a hyperlink to the Work Order Item Cost Justification screen.
Move/Copy to	Display	This field provides a drop-down list for the user to select a work order to which they want to copy or move selected items. The field is used in conjunction with the selection checkboxes and the COPY or MOVE buttons. This field is only displayed when the current work order is in Draft status and there is at least one other work order in Draft status. Only those work orders in Draft status appear in the drop-down list.

Actions

Action	Description
? (icon)	When the user clicks this icon, they are taken to the screen’s “Tell Me About” Help document, which provides a brief screen description, a definition of each field, and a definition of each ‘action’ (link, button, icon).
Up/Down Arrows (icon)	When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view. TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.
Item Number (link)	When the user clicks this link, they are taken to the Work Order Item screen.
Item History (icon)	When the user clicks the 'history' icon to the right of the item number, they are taken to the Item History screen for the specified item on this project. The history is for the project only and does not show historical cost data for the item on any other project or work order.
Just (link)	When the user clicks this link, they are taken to the Work Order Item Cost Justification screen.
Move (button)	When the user selects one or more items, chooses a work order from the Copy/Move To drop down list, and clicks this button, the selected items are removed from the current work order and added to the work order selected in the Copy/Move To field. Both work orders must be in Draft status. If no work orders exist in Draft status, the drop-down list and the Move button are hidden.
Copy (button)	When the user selects one or more items, chooses a work order from the Copy/Move To drop down list, and clicks this button, the selected items are copied from the current work order to the work order selected in the Copy/Move To field. The copied items remain on this work order as well. Both work orders must be in Draft status. If no work orders exist in Draft status, the drop-down list and the Copy button are hidden.
Back (button)	When the user clicks this button, they are returned to the previous screen in the browser history.
Add (link/button)	When the user chooses an option and clicks this button, they are taken to the Authorization Item/Special Provision Selection screen in create mode. The screen is displayed for new items/provisions or existing items/provisions based on the Add link the user selects.
Delete (button)	When the user selects one or more items and clicks this button, the selected items are deleted from the work order. When the project data source is CDS NextGen, this button is only available for a Workspace Work Oder.
Balance (button)	When the user selects one or more items from the list and clicks this button, the selected items are balanced (that is, their quantities are zeroed out on this work order). When the project data source is CDS NextGen, this button is only available for a Workspace Work Oder.
Get Justification (button)	When the user selects one or more items from the list and clicks this button, the Item Cost Justification(s) from the Workspace Work Order are copied to the selected work order items, provided the item number and item type match.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:58:02 AM