Project Job Entry - BQUPPR
Project and Job tracking is performed on this Bid/Quote Management (BQ) Project/Job Entry (BQUPPR) page. Once a Project has been created, Jobs, Tasks, and Vendors may be assigned.
Project: Up to 16-characters identifying the project ID or number. The project number may be auto-generated by defining a seed value in NU Common Codes, with a Category/Value of SYNO/PROJID.
Description: In Add Mode, this field is a free form text description of the project. In Update Mode, this is an echo field.
Status: The user may select from a list of user-defined status codes. Project status codes are defined on the BQ Codes (BQUPCD) page with a Code ID of STAT.
Project
This tab allows the user to enter detail information about the project.
Account Number: The Org Key that relates to this project. Use the Ctrl+L combination, or click on the ellipsis, to use the Lookup and to select from a list of account numbers valid for the selected ledger code. Org Keys are defined in GL Organization Keys (GLUPKY/GLUPKS).
Assign Date: The date the project was assigned.
Assoc Proj: Select an existing project to associate with the project in the record header.
Court Aprv Date: The court approved date.
Type: The user may select from a list of user-defined type codes. Type codes are defined on the BQ Codes page with a Code ID of TYPE.
Buyer: The user may select from a list of buyers. Buyer codes are defined on the BQ Codes page with a Code ID of BUYER.
Begin Date: The begin date for the project.
Commodity: The user may select from a list of commodities. Commodity codes are defined on the BQ Codes page with a Code ID of COMM.
Coordinator: The user may select from a list of coordinators. Coordinator codes are defined on the BQ Codes page with a Code ID of COORD.
End Date: The end date for the project.
Insurance: Check if insurance is required.
Term: Check for term.
Renewals: The number of renewals of this bid.
Max Renewals: The maximum number of renewals allowed.
Amendment: Amended in court status.
Amendment Court Date: Amended court date.
Job Tab
The Job tab contains four sub tabs (Job Details, Job Task, Job Vendor, and Job Notes) for more detailed information about the job.
Job: Create a new job number in Add Mode. The Job number may be auto-generated with a seed value defined in NU Common Codes, with a Category/Value of SYNO/JOBID. Select a previously defined job number or bid number by using the Lookup function, Ctrl+L or click on the ellipsis. Bid numbers in the list are defined in the BQ Bid Definition (BQUPBD) page.
Short Desc: A short description or title of the Job.
Job Details Tab
This tab allows users to enter detail information about the job.
1st Adv Date: Date the bid was first advertised.
2nd Adv Date: Second date the bid was advertised.
3rd Adv Date: Third date the bid was advertised.
4th Adv Date: Forth date the bid was advertised.
Bid Due Date: Date the bid is due.
Bid Status: The user may select from a list of user-defined status codes. Job status codes are defined on the BQ Codes page with a Code ID of STAT.
Reject Date: Date the bid was rejected.
Term: The bid has terms.
Award: The user may select from a list of user-defined award codes. Award codes are defined on the BQ Codes page with a Code ID of AWARD.
Award Date: The date the bid was awarded.
Bond Date: The date the bond was awarded.
Begin Date: The begin date of the job.
Reference: A user supplied job reference.
Old Job: The old or last job number.
End Date: The end date of the job.
Renewals: The number of renewals of this bid.
Max Renewals: The maximum number of renewals allowed.
CinC: Cleared in court status.
CinC Date: Cleared in court date.
Create Date: Record create date.
Created By: The user that created this record.
Update Date: The last date this record was updated.
Updated By: The last user to update this record.
Job Task
This tab is used to associate a task with a job.
Task: A task assigned to this job. Tasks are defined on the BQ Codes page with a Code ID of TASK.
Target Date: The target date for completion of this task.
Complete Date: The actual date this task was completed.
Notes: Free-form text related to the task.
Job Vendor Tab
This tab is used to associate a vendor with a job. The tab has two sub tabs (Vendor and Compliance).
Vendor ID: A vendor that will be used for this job. Vendor IDs must have been previously defined in Person/Entity (PE) Information (PEUPPE).
Name: The name of the vendor will echo from the Vendor ID definition.
Vendor Tab
This tab (shown above) lists address information for the Job Vendor.
Address: The address for the selected Vendor.
Address Code: The selected address code for this Vendor. Address codes must have been previously defined in PE Information for the selected Vendor.
City: The City from the selected Vendor address.
State: The State code from the selected Vendor address.
Zip: The Zip code from the selected Vendor address.
Country: The Country code from the selected Vendor address.
Create Date: Date record was created.
Created By: The user that created this record.
Update Date: The last date this record was updated.
Updated By: The last user to update this record.
Compliance Tab
This tab tracks vendor compliance information.
Professional Liability: Check the box if professional liability compliance is required. Enter the dollar amount required, the amount of the certificate, and the expiration date.
Performance Bond: Check the box a performance bond is required. Enter the dollar amount required, the amount of the certificate, and the expiration date.
Payment Bond: Check the box if payment bond is required. Enter the dollar amount required, the amount of the certificate, and the expiration date.
Bid Bond/Bid Check: Check the box if a bid bond or bid check is required. Enter the dollar amount required, the amount of the certificate, and the expiration date.
Workers Comp/Emp Liability: Check the box if worker's comp or employee liability compliance is required. Enter the dollar amount required, the amount of the certificate, and the expiration date.
Auto Liability: Check the box if automobile liability compliance is required. Enter the dollar amount required, the amount of the certificate, and the expiration date.
User Defined: Up to 3-different user-defined compliance types may be selected. For each, enter the dollar amount required, the amount of the certificate, and the expiration date. Custom compliance codes are defined on the BQ Codes page with a Code ID of COMP.
HIPPA: Checked or unchecked.
Job Notes
This tab allows extended free-form text related to the Job. Use the <Enter> key to insert line breaks. Use <Shift> <Enter> to save the text entered.
Proj Task
This tab is used to associate a task with a project.
Task: A task assigned to this project. Tasks are defined on the BQ Codes page with a Code ID of TASK.
Job: Select from a list of previously defined Job or Bid numbers to assign to this project. If a job is entered here, this record will be moved from the project task tab to the job task tab.
Target Date: A target date for completion of this project task.
Completion Date: Actual completion date of this project task.
Notes: Free form text related to this project task. Use <Enter> to insert line breaks. Use <Shift> <Enter> to save text entered.
Proj Vendor
This tab is used to associate a vendor with a project.
Vendor ID: A vendor that will be used for this job. Vendor IDs must have been previously defined in the PE database.
Job: A previously defined Job or Bid number. If a job is entered here, this record will be moved from the project vendor tab to the job vendor tab.
Name: The name of the vendor will echo from the Vendor ID.
Address: The address for the selected Vendor will echo from the Vendor ID, based upon the Address Code.
Address Code: The selected address code for this Vendor. Address codes must have been previously defined in PE Information for the selected Vendor.
City: The City from the selected Vendor's address.
State: The State code from the selected Vendor's address.
Zip: The Zip code from the selected Vendor's address.
Country: The Country code from the selected Vendor's address.
Create Date: Date record was created.
Created By: The user that created this record.
Update Date: The last date this record was updated.
Updated By: The last user to update this record.
Proj Notes
This tab is used to enter extended free form text associated with this project.