Requisition

Use to search for existing Requisitions

Click to save the header details of the form.  When you save, you will be asked if you would like to copy the contract schedule of values into this requisition.  Press OK if you would like to use the Contract's schedule of values to enter the requisition amounts.

These fields provide an overview of the contract.  This area will be populated after you save the header details and add line items to the contract.

Click to add new line items.  Note that if your Contract does not allow overbilling (or has overbilling maximums set) then adding new line items and billing against them may violate overbilling rules and keep you from being able to save your record.

Click to add EXISTING actual costs from Progress Invoices, Miscellaneous Invoices and Production documents with the same Req. Codes.  This will update the existing Schedule of Values (SOV) line items with the percent/amount completed based on the Req. Code.

Click to add EXISTING change orders to be billed against.

This field will be automatically populated by PMWeb.

Enter the description of the line item.

Enter the percentage complete for the line item.  This value will also be calculated based on the values in the scheduled value, prior invoices, stored materials and current invoice fields.

The Scheduled Value will automatically populate based on the Contract that the Requisition is linked to.

This field will automatically be populated by PMWeb based on prior invoice amounts for each line item.

Enter the total amount to be paid for the line item.

Enter the value for stored material.

This field will automatically be populated by PMWeb based on the values in the % complete, scheduled value and current invoice fields.

This field will automatically be populated by PMWeb based on the values in the % complete, scheduled value, current invoice fields prior and  current invoice fields.

This field will automatically be populated by PMWeb based on the values in the % complete, scheduled value prior and current invoice fields.

Enter the retainage percentage amount for the line item, the service retain amount field will be populated.  Note:  The retainage percentages set up in the Contract will auto populate each line item in the Requisition.  These percentages can be changed as needed per line item.

This field will be automatically populated by PMWeb based on the value entered in the Services Retain % field.  You can also enter the amount in this column which will update the % field.

Enter the percentage of retainage for the material/equipment.  Note:  The retainage percentages set up in the Contract will auto populate each line item in the Requisition.  These percentages can be changed as needed per line item.

Enter the material/equipment retainage amount.

This field will be automatically populated by PMWeb based on the values in the services retain amount and materials retain amount fields.

The Cost Code will automatically populate based on the Contract that the Requisition is linked to.

This field will be automatically populated by PMWeb based on the Contract that the Requisition is linked to.

Select the task associated with the line item.  The options are configured within the schedule module.

Enter and details/notes regarding the line item.

This field will be automatically populated by PMWeb with the change order the Requisition is linked to.

Once the Requisition is Approved and Saved, the Create Next button will appear on the LAST requisition for each Contract.  Press to create the next consecutive Requisition for the Contract.  The line item data will be carried forward into the Prior Invoices column.