Generate Materials Delivery Documents from a Contract or PO

Contents

For contracts and purchase orders, you can generate a materials delivery document while creating or editing the contract or purchase order. This saves you the extra steps of exiting the current document and then creating a new Materials Delivery document from the Contract Management Workspace. The materials delivery document you generate enables you to record materials delivered to the site.

Contract Management uses material names to create a materials delivery document for a line item when you choose the Generate Materials command. Using the Contract Item/Lump Sum/Unit Price Dialog Box or Purchase Order Item Dialog Box dialog box, enter a Material Name that does not exist, and then generate the materials delivery document using the new name.

Notes:

• If you select an existing material, you cannot generate a new materials delivery document, since that code already exists.

Leave the Material Name field for a line item blank in the Contract Item/Lump Sum/Unit Price Dialog Box or Purchase Order Item Dialog Box if you do not want to generate a materials delivery document for it.

To generate a materials delivery document from a contract or purchase order:

1. From an open Contract Document Window or Purchase Order Document Window document from which you want to generate a materials delivery document, click the Line Items tab, and then click Add Lump Sum or Add Unit Price to open the Contract Item/Lump Sum/Unit Price Dialog Box.
2. Enter the appropriate values on the Contract Item dialog box.

   Note: In the Material Name field, you must enter a new, unique material code. Do not select an existing one from the drop-down list.

3. Click Save and Close when finished entering information on the Contract Item dialog box. This returns you to the contract or purchase order document you have open.
4. Choose Generate Materials from the Select an action drop-down list.

   Note: If there are no new materials to generate, a message will appear indicating this.

5. When the Generate Materials wizard opens, select whether to link the document to the same issues and attachments as the contract or purchase order.
6. Click Finish. Contract Management generates materials delivery documents for each unit price item with a material code.