Scope Document Variation Request Line (tpctm6601m200)
Use this session to view and maintain the variation request lines for an active scope document. When you create a variation request for an active scope document, the scope document lines are generated as scope document variation lines, enabling you to modify the amount, quantity, and rate of the scope lines. You can also create new scope document variation request lines in this session.
Field Information
- Variation Request
- The code of the variation request for which the variation request line is created.
- Line
- The line number of the variation request line.
- Variation Line
- The code of the variation request line created for the variation request.
- Modified
-
Indicates if the data is modified for the scope lines or a new scope line is added.
- Canceled
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Indicates if the variation request line is canceled.
- Materials at Site Only
-
Indicates if the related scope document line reports the value of materials at site.
- Description Only
-
If this check box is selected, only the description must be specified for the variation request lines without any Cost Type. You can select this check box when the work cannot be defined using the Cost Type field.
- Cost Type
-
The type of cost associated with the scope document.Note: You can set this field to a value other than Reference Activity.
Allowed values
- Labor
-
A specific task. You can use labor codes to control the costs of a labor code or of a group of labor codes.
- Materials
-
The substance of which an item is composed, for example, wood, copper, nylon.
- Equipment
-
A cost type that is required for resources, which is not consumed while the project is carried out. Examples of equipment are machinery and tools.
- Subcontracting
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A type of cost object representing services purchased from a third party for use in a project.
- Sundry Costs
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Indirect cost and costs that do not belong to other cost types are booked as sundry costs, for example, insurance costs.
- Reference Activity
-
The smallest unit of work that is required. For example, to carry out a maintenance activity.
- Composite
- A combination of different cost types.
- Item
-
The code of the item associated with the variation request line.
Note: You can specify an item only if the Cost Type field is set to Materials.
- Cost Object
- The code of the cost object associated with the variation request line.
- Description
- The description of the cost type.
- Line Type
-
The method to determine the pricing of the scope document line.
Allowed values
- Amount Only
- Rate Only
- Quantity and Rate
- Not Applicable
- Call-Off
-
Indicates if a call off is created for the related scope document.
- Contract / Line
- The code of the contract and the contract line associated with the variation request line.
- Project
- The code of project linked to the variation request line.
- Plan
- The code of project linked to the variation request line.
- Activity
- The code of the activity linked to the project specified..
- Customer Reference Number
- The code of the customer reference number for the variation request line. This number is used for the tracking purposes.
- Scope Line Date
- The date and time when the linked scope document line is created.
- Original Quantity
- The quantity specified for the original scope document line.
- Current Quantity
- The quantity of the variation request line.
- Unit Cost
- The unit cost specified for the original scope document line.
- Currency
- The currency in which the unit cost is expressed.
- Current Unit Cost
- The unit cost of the variation request line.
- Cost Amount
- The cost amount specified for the original scope document line.
- Current Cost Amount
- The cost amount of the variation request line.
- Pricing Method
-
The pricing method used to calculate the sales price.
Allowed values
- Markup
-
Adding a margin to the cost based on cost multipliers. The markup can be a profit margin, tax, management fee, or other factor specific to the company.
gross sales amount = landed cost amount + contingency + escalation + markup
Note: a markup percentage or amount is displayed for information purposes only.
- Target Pricing
-
In many cases, the target price for the estimate is fixed. If so, the sales price is, for example, determined by a price list.
gross sales amount = quantity * gross sales price
- Original Markup Percentage
- The markup percentage specified for the original scope line.
- Current Markup Percentage
- The modified markup percentage of the variation request line.
- Original Markup Amount
- The markup amount specified for the original scope line.
- Current Markup Amount
- The modified markup amount of the variation request line.
- Original Sales Amount
- The sales amount of the original scope line.
- Current Sales Amount
- The modified sales amount of the variation request line.
- Sales Price
- The default sales price per unit of the specified cost object.
- Effective Sales Price
- The sales price as on current date.
- Capped Amount
- The maximum receivable amount for the scope document line.
- Quantity
-
The quantity for the variation request line.
Note:
- This field is enabled only if the Line Type field is set to Quantity and Rate.
-
- You can specify a value that is less than or equal to:
- The quantity specified for the linked scope document line.
- The remaining quantity specified for the linked AFP line.
- Unit
- The unit in which the variation quantity is expressed.
- Unit Cost
-
The standard cost of the cost object for the variation request line.
Note: This field is enabled only if the Line Type field is set to a value other than Amount Only.
- Cost Amount
-
The cost amount of the specified cost object for the variation request line. The cost amount is calculated based on this formula:
Cost Amount = Unit cost * Quantity
Note: This field is enabled only if the Line Type field is set to Amount Only. - Pricing Method
-
The pricing method used to calculate the sales price.
Allowed values
- Markup
-
Adding a margin to the cost based on cost multipliers. The markup can be a profit margin, tax, management fee, or other factor specific to the company.
gross sales amount = landed cost amount + contingency + escalation + markup
Note: a markup percentage or amount is displayed for information purposes only.
- Target Pricing
-
In many cases, the target price for the estimate is fixed. If so, the sales price is, for example, determined by a price list.
gross sales amount = quantity * gross sales price
- Markup Percentage
-
A percentage added to the costs to calculate the sales price for the variation request line.
Note: This field is enabled only if the Pricing Method field is set to Markup.
- Markup Amount
- The amount that is added to the cost amount to calculate the sales price for the variation request line.
- Sales Price
-
The sales price per unit of the specified cost object for the variation request line.
Note: This field is defaulted with the sales price specified for the item if the Line Type field is set to a value other than Amount Only.
- Sales Amount
-
The sales amount for the variation request line. This amount is calculated using this formula:
Sales Amount = Quantity * Sales Price
Note: This field is enabled only if the Pricing Method field is set to Target Amount. - Effective Rate Date
-
The date from which the new sales price is effective.
Note:
- By default, this field is set to the current system date. However, you can modify this value.
- The effective date cannot be earlier than the Assessment as at Date for the related AFP in the Application for Payment (tpppc6630m000) session.
- Capped Amount
-
The maximum receivable amount for the variation request line.
Note: This field is enabled only if the Line Type field is set to Rate Only.
- Quantity
- The variation quantity specified for the scope document line. The difference between the quantities of the original scope document line and variation request line is displayed in this field.
- Sales Amount
- The variation sales amount specified for the scope document line. The difference between the sales amount of the original scope document line and variation request line is displayed in this field.
- Variation Type
-
The type of variation request line.
Possible values:
- Addition
- Omission
- Rate Change
Note:- This field is set to Rate Change only if the Line Type field is set to a value other than Amount Only.
- This field is set to Addition or Omission only if the Line Type field is set to a value other than Rate Only.
- Scheduled Start Date On-Site
- The planned or scheduled start date of the scope document line.
- Scheduled End Date On-Site
- The planned or scheduled end date of the scope document line.
- Text
- The additional information specified for the variation request line.
- Original Scope Amount
- The sales amount of the original scope line.
- Omission Amount
- The variation sales amount related to the variation type, Omission.
- Net Amount
-
The net sales amount of the scope document line.
Net Amount = Original Scope Amount – Omission Amount
- Number Of Additions
- The number of variation request lines for which the Variation Line is set a value greater than 0.
- Total Addition Quantity
- The sum of the quantity specified for the variation request lines for which the Variation Line is set a value greater than 0.
- Total Addition Amount
- The sum of the amount specified for the variation request lines for which the Variation Line is set a value greater than 0.
- Total Omission Quantity
- The decrease in quantity from the quantity specified on the original scope line.