Displays a list of all the previous items relating to that contract
including event type, date entered, person who generated, status and the
number
Screen Item
Description
Contract
Project contract number and contracted company name
CM Number
Automatically generated by the system
Ref No
Primary Consultant's contract memo reference number
Status
Status of CM, select from for authorisation, authorised/sent
and cancelled
Authorised Date
Defaults to today's date (after saved) however date can be manually
entered or selection by the calendar icon
Authorised By
Select from a dropdown list of resources
Summary Description
Text describing the contract memo, the first sentence of description
will appear in the contract instruction list
Cause
Select from a dropdown list of causes
If other, enter cause in text box below
Accepted Contract Sum
Original accepted contract sum (value automatically generated
by system)
Current Contract Sum
Current contract sum (value automatically generated by system)
Adjustment Amount
Adjustment amount to PC sum
Does this adjustment Increase or Decrease the Contract Sum
Whether the adjustment to the PC sum increases or decreases
the contract sum
PC Sum
PC sums included in contract (value automatically generated
by system)
Initial PC Adjustment Total
Initial PC adjustments included in contract (value automatically
generated by system)
PC Adjusted Sum
DPTI held PC sums (value automatically generated by system)
To view meanings
and calculation methods, hover cursor over column or screen item (field)
headings.
A Contract Memo
can be cancelled at any stage.
A Contract Memo
will not have a value in the Contract Instructions List.
Cancelled Contract
Memos are not included in any totals.
If status of
'Authorised/Sent', the 'Date Authorised' and 'Authorised by' must be filled
in.
NAVIGATION
From the Main Menu, click Administrators/Contract
Instructions
OR
From the Main Menu, click Project
Lists. Click
next to project in list, click Project
Home button. Note:
The project's
home page will display.
On
the dropdown menu, click Procurement/Contract
Instructions.
Note: The project's contracts will list in the display view.
Click
next to Contract Number/Name/Role in display view list.
Note: The contract's VOs and CMs will list in the details view with
the 1st line of the description, date last modified & $ value.
View a Contract Memo
Please note you
cannot edit the contract memo details from this screen.
When there are 10 or more items to select from
a list, the 'Filter by' box will display. 'How
to use Filter By'
Select
next to CM in contract instructions list in details view.
Click View at the bottom
of the list. Note:
CM will display in the details view. You
cannot edit the details from this screen. Note
that the Save
button has been disabled.
Click
History to
open window displaying a history of events. Click
Close to close
the history window.
Click
List to go
back to contract instruction list.
next to project in list, click Project
Home button. Note:
The project's
home page will display.