If you want to create the next payment requisition for the same contract based on an existing payment requisition, you can generate one instead of having to reenter all of the information again.
To generate a payment requisition from an existing requisition:
Expand the Contract Information folder and click Payment Requisitions to open the Payment Requisitions Log Window.
Open the Requisition Document Window you want to use as the basis for the new requisition.
From the Select an action drop-down list, choose Generate Requisition to open the Generate Requisition wizard. The Generate Requisition dialog box will open.
Enter the new Period To date for the new requisition.
Select the following options as necessary:
Select Get Approved Change Orders to bring approved change orders into this requisition.
Select Get Materials Delivery to bring material deliveries into this requisition.
Select Get Schedule Percent Complete to update the % Complete G/C column for each row of the Schedule of Values section with the percent complete of the row's associated P6 EPPM schedule activity. Contract Management will automatically calculate This Period based on the linked activity Percent Complete.
Notes:
If there are no approved changes associated with the contract, then Get Approved Changes is disabled, and changed to There are No Approved Change Orders to Get.
If there are no materials associated with the contract, then Get Materials Delivery is disabled, and changed to There are No Materials to Get.
If there is no schedule hooked up, then Get Schedule Percent Complete is disabled, and changed to There is No Schedule Information to Get.
Click Yes or No to indicate whether to link the new document to same issues as the original.
Click Yes or No to indicate whether to link the new document to same attachments as the original.
Click Yes or No to indicate whether to copy the custom fields from the original Requisition.
Click Next. If the options in step 5 are disabled, Next will be disabled. In that case, skip step 10.
The Get windows will open depending on which options you chose in step 5. Choose the options you want to "get" into the new requisition and click Next.
Click Finish. The new requisition will appear in the log.
When you create the next requisition for payment, Contract Management copies all information from the previous requisition to the new one. Contract Management makes the following changes on the Schedule of Values and Requisition Summary tabs of the new requisition:
Contract Management gives the requisition the next sequential Application Number.
In the Period To field, Contract Management enters the date that is one month later than the previous requisition’s Period To date. It assumes progress payments are made monthly. You can enter a different date.
Contract Management copies all line items and values from the previous requisition to the new requisition’s Schedule of Values tab. This Period (Column E) values now equal zero, unless you do a get through this wizard.
Contract Management adds all This Period (column E) and Materials Presently Stored, Not in D or E (column F) values from the previous requisitions to the sum of all Previous Applications (Column D) if you have cleared the % of Stored Materials option in the Cost Options Dialog Box for the contract/purchase order from which the requisition is being generated (or from the Requisitions tab in the Project Settings Dialog Box for a new contract/purchase order).
To instruct Contract Management to retain costs for materials stored in the Materials Presently Stored, Not in D or E (Column F) in the Schedule of Values when generating a new requisition, select the % of Stored Materials option in the Requisition Options dialog box for the contract/purchase order from which the requisition is being generated (or from the Requisitions tab in the Project Settings dialog box for a new contract/purchase order).
The Previous Amount Certified value in the Requisition Summary section now includes the amount certified in the previous application; the Amount Certified field equals zero.
