This document window contains a combination of information about the material ordered and the associated contract or purchase order. This enables you to track both deliveries and costs. It contains a breakdown of all deliveries made, and automatically tracks the costs of all materials delivered, their corresponding requisitions, and outstanding materials. This document window is categorized into many tabs, which you can use to record details.
The tab information below is based on Edit mode.
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Add Delivery 
Click to open the Delivery Ticket dialog box. Use this dialog box record information about the materials delivered to the site on a particular day.
Select an action
Click to display the list of actions you can perform on the current window.
Transmittals Queue
Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Materials Delivery Log
Click to return to the log window.
Control Center
Click to return to the Workspace.
General tab:
Material Code
Enter an abbreviation for this material, using up to 12 characters. You can only edit this field when adding a new document (before the document is saved for the first time).
Material Title
Enter a descriptive title of the material delivery you are tracking. Include dimensions and materials, such as 18-in RCP Culvert Pipe.
Contract/PO
The contract or a purchase order to which this item is linked.
Click to open the document generated for the contract or purchase order.
Spec Section
The specification item that best describes this item. Documents can be sorted or filtered by their respective specification numbers so you can easily locate and view documents of a particular spec type.
The specification section codes are part of the MasterFormat standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC).
You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.
Procurement Item
The title of the procurement item if the document was created from a procurement item.
Click to open the Procurement Item document window.
Status tab:
Ball in Court
The person responsible for this item.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Cost tab:
This tab shows the quantity of materials ordered and delivered.
Item
This column contains the row names (Contract, Amendment, Total, etc.)
Notes:
Quantity
Enter the number of units specified by the contract/PO, plus any amendments in the respective rows. Contract Management automatically supplies values in the Delivered, Not Requisitioned, and Balance fields based on the information in the Delivery Tickets section.
Units
Enter the type of units used to measure the standard units for this material, such as linear ft. or square feet.
Unit Price
The price per unit for the item.
Total
Contract Management automatically calculates this amount by multiplying the Quantity and the Unit Price values.
Delivery Tickets tab:
This tab contains a breakdown of each delivery installment. You should add a new delivery ticket for each delivery installment.
Add
Click to open the Delivery Ticket Dialog Box to add a new delivery ticket to this document. You can also open the Delivery Tickets dialog box from the Materials section of a Daily Report Document Window.
Received Date
The date the delivery was received.
Time
The time of the delivery.
Area
Select an area of the site where the material was delivered.
Location
Enter the location where the materials were delivered.
Ticket Number
Enter the ticket number or other identifying number from the delivery receipt.
Quantity
Enter the amount, weight, or number of units delivered.
Description
A brief description of the item or service.
Remarks
Additional comments or instructions.
Activity ID
The scheduled activity from the linked P6 EPPM project to this delivery.
Requisitioned Date
The date the request for payment that included costs for this delivery was issued.
Report Period
The report period, such as Daily or Weekly.
Billing and Delivery tab:
Use this section to track the contacts providing and receiving the material.
Ordered From
Click Select to open the Select Contact Dialog Box to choose the company and contact that provided the delivery.
Delivered To
Click Select to open the Select Contact Dialog Box to choose the company and contact the materials were delivered to.
First Delivery
Enter the date of the first delivery.
Final Delivery
Enter the date of the final delivery.
Requisition tab:
Contract
Click Select to open the Select Contract Dialog Box to link a contract to the requisition.
Requisition Line Number
The line item number from the Requisition Document Window Schedule of Values section associated with this delivery.
Contract Management automatically links the material code with the correct line item in the Requisition Schedule of Values section if you generate both the material and the requisition from the contract. Order of generation is not important.
Schedule tab:
Details
Click 
to open the Purchase Order Document Window to view early/actual start and finish dates, original and remaining durations, percent complete, and total float for a document linked to a P6 EPPM activity.
Update from Schedule
Click to refresh the dates of the P6 activity.
This action will update the dates and the Started and Finished checkboxes in Contract Management based on the current date information in P6.
Update from Schedule is only available if the project is linked to a P6 project.
Activity ID
Click browse 
to open the Select Activity Dialog Box to associate a P6 EPPM activity from a linked project to this delivery. Activity ID only displays when the project is connected to a P6 EPPM database. You can use the early/actual start and early/actual finish date of this activity to update the Start and Finish fields.
Start
Use the calendar 
next to the Start field to select the start date of the billing period, or use the early/actual start date of the P6 EPPM activity entered in the Activity ID field. You are prompted to update this Start Date field with the activity start date when you enter an activity in the Activity ID field.
Finish
Use the calendar next to the Finish field to select the last date of the billing period, or use the early/actual finish date of the P6 EPPM activity entered in the Activity ID field. You are prompted to update this Completion Date field with the activity finish date when you enter an activity in the Activity ID field.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this document window:
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Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015