Creating Scope Document

Use these steps to create to create a scope document:

  1. Access the Contract 360 (tpctm1300m000) session.
  2. Click New to create a new contract. The Contract (tpctm1600m000) session is displayed.
  3. Specify the details related to the contract.
  4. Click New Contract Line option in the Contract Line tab.
  5. Specify the details related to the contract line and set the Invoice Type to Progress Invoice in the Contract Lines (tpctm1110m000) session.
  6. Select the Scope Document option from the Reference menu to create the scope document. The Scope Document (tpctm6600m000) session is displayed.
    Note: You can create a scope document for a contract line only if the Scope of Work Applicable check box is selected for the contract line on the Contract Billing tab in the Contract Lines (tpctm1110m000) session.
  7. Specify the details related to the scope document.
  8. Click the New Lines option in the Scope Document Lines tab to create the scope document lines.
  9. Specify the field details (Project, Plan or Activity, Cost Type) related to the scope document line.
    Note: 
    • The Progress based Invoicing must be set to Yes.
    • For each contract line, you can create only one scope document.
    • You can create a scope document line without adding any cost object by selecting the Description Only check box.
  10. Select the Active option from the Actions menu to set the Status of the Scope Document to Active.
    Note: 
    • Once the Scope Document is active you cannot modify the scope document.
    • You can set the status of scope document to either Active or Free from contract line.
    • You can set the scope document status to Free if you want to make any modifications.