to open the Select Material Dialog Box to choose a material.
Enter itemized costs for a Purchase Order Document Window in this dialog box. If the purchase order involves a single (lump sum) payment for service, you can enter the details of that payment here, or enter itemized charges, depending on which type you pick.
Spelling
Click to spell check the information.
If a mistake is found, the Spelling dialog box opens.
Type
Select whether you are adding a Lump Sum payment or itemized charges (Unit Price).
For Unit Price items:
The following fields appear if you chose Unit Price in the Type field.
Line Item No.
Contract Management automatically assigns the next sequential number to each item row.
Description
A brief description of the item or service.
Quantity/Units of Measure
The Quantity and Units of Measure fields work together to quantify the amount of work or materials.
For example, if a job requires 300 hours to complete, enter 300 in the Quantity field and Hours in the Units of Measure column. Use whatever units are applicable to the contract, such as days, weeks, or pounds.
Unit Price
The cost of a single unit, as specified in the Units of Measure field, for example, $40.00 (per hour), or $200 (per ton).
Net Amount
Contract Management automatically calculates this field based on the Quantity and Unit Price fields.
Tax Rate
If a fixed-rate tax (fixed percentage) applies to this item, enter the percentage here.
For example, to specify 5%, enter a 5.
Sales Tax
Enter the amount charged for sales tax, if applicable to this item.
Contract Management calculates this field from the specified Tax Rate, or you can enter a fixed dollar amount.
Line Item Total
The sum of the Net Amount plus tax.
Material Name
Click Select to open the Select Material Dialog Box to choose a material.
This material can be used in conjunction with the contract or purchase order's To/From/Number fields to generate materials delivery documents. This field appears when accessed from a Daily Report Document Window.
Material Title
The name of the material.
The name of the material appears in this field after you select the Material Name.
Activity ID
The P6 EPPM activity associated with this item.
For a Lump Sum item:
The following fields appear if you chose Lump Sum in the Type field.
Line Item No.
Contract Management automatically assigns the next sequential number to each item row.
Description
A brief description of the item or service.
Lump Amount
Enter the amount of payment for services under this purchase order. (Do not include taxes here.)
Tax Rate
If a fixed-rate tax (fixed percentage) applies to this item, enter the percentage here.
For example, to specify 5%, enter a 5.
Sales Tax
Enter the amount charged for sales tax, if applicable to this item.
Contract Management calculates this field from the specified Tax Rate, or you can enter a fixed dollar amount.
Line Item Total
The sum of the Lump Amount plus tax.
Material Name
Click Select to open the Select Material Dialog Box to choose a material.
This material can be used in conjunction with the contract or purchase order's To/From/Number fields to generate materials delivery documents. This field appears when accessed from a Daily Report Document Window.
Material Title
The name of the material.
Activity ID
The P6 EPPM activity associated with this item.
Costing:
Add
Click to open the Select Cost Code Dialog Box to add a new cost code to distribute costs to.
Add Multiple Cost Codes
Click to open the Add Multiple Cost Codes Dialog Box to add multiple cost codes at once.
Remove Zero Values
Click to remove rows that have a distributed value of zero.
Cost Code
The cost code category.
Title
The name of the item.
Distributed
The amount distributed to the cost code.
Issues (for this item):
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 (for this item):
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
Enter the location where the materials were delivered.
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.
How to access this dialog box:
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Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015