CIPAceTM Help

CO Line Item Detail

You can edit CO Line Item detail on Edit Line Item Detail page.

The line item basic information (e.g. SOV Item, Type, (Sub-)Contractor, Unit, etc.) and Adjusted Values will follow the same editing rules as you operate in CO Line item Grid, following fields are only showed in this popup edit screen.

Is New Contract Line Item?: Option to decide change order line item's implementation method, it is editable when current CO line item is associated with a specified contract line item.

- Yes : Upon CO implementation, adjustment of change order line item will be added into the primary contract as a new contract line item. The Amount Change Grid will be shown as below.

-   No  : Upon CO implementation, adjustment of change order line item will be appended into the associated contract line item of the primary contract. The Amount Change Grid will be shown as below.

You can add new split line items by clicking at the top left of line item splitting grid. Or you can edit any existing split line items directly on the grid.

Item No.: Split line item sequence number. It is automatically generated by the system.

Project: The implementation project associated with the split line item. Browse and select a project by clicking . For the split line item loaded from a specified contract line item, this field cannot be edited.

Fund: The fund associated with the split line item. Browse and select a fund by clicking . For the split line item loaded from a specified contract line item, this field cannot be edited.

Percentage: The percentage of this split line item among total adjusted amount of the CO line item.

Amount: The amount of this split line item, which equals [Line Item Total Adjusted Amount * Percentage]. And you can also input this amount first, the system will then automatically calculate the corresponding percentage as [Amount / Line Item Total Adjusted Amount].

Remaining Amount: The remaining amount of associated contract split line item. If this split line item is not associated with any contract split line item, the value will be 0.

You can select multiple split line items by clicking the checkbox in front of each line and delete them by clicking the Deleteicon. For those split line items associated with specific contract split line items, their checkboxes are disabled because they cannot be deleted.

You can view change line item relationships or add/edit associated documents of current CO line item.

Associated Contract Line Item

The contract line item associated with current CO line item displays in the table. A brief summary of the contract line item includes Contract Full Name (ID-Name), Line No., SOV Item, Description and Latest Amount (These columns can be configured by Dynamic View).

You can view detailed information of the contract line item by clicking . The system will show detail of the contract line item in a new window.

Source Line Item

The change line item(s) which current CO line item has been loaded from display in the table. A brief summary of each related line item includes COR Full Name (ID-Subject), Line No., SOV Item, (Sub-)Contractor and Adjusted Amount (These columns can be configured by Dynamic View).

You can view detailed information of a source line item by clicking . The system will show detail of the source line item in a new window.

Documents

The document section is collapsed by default where there is no record, you can expand the contents by clicking beside the section.

The document(s) associated with the current CO line item display in the table. A brief summary of each related document includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out and Is Linked Document (These columns can be configured by Dynamic View). You may sort the records by clicking the linked column header.

The operation in the document association view is the same as in CO general. But you can also click Select Files button, the system will then open Windows Explorer and you can select file(s) in your PC for upload directly. The file uploaded by this way will be saved in the default document folder in CIPAce Document Management.