Prerequisite(s):            The Pay Estimate must have been created.

The Material line must have been previously added to any Pay Estimate from any contract.

 

Note: This functionality should be used to add a material line that already exists in the catalog of materials.  This functionality is specifically designed to add additional material received and/or used to a material line item that already exists on the Pay Estimate.

 

1.   From your homepage, click the Contract Name link in the Contract Name column of the Contract List.

2.   Hover your mouse over the Contract Management link on the menu bar.

3.   Click the Manage Pay Estimates sub-link on the menu bar.

4.   A list of all Pay Estimates for the contract appears.

5.   Click the Edit link to the right of the Pay Estimate in which you wish to record material received and/or used.

6.   Select a line item from the provided drop-down for the Manage Material on Line Item heading.

 

Note:  Line items are sorted in ascending item number order.

 

7.   Click the Manage button. (See Screen Shot)

 

 

8.   Select Record Material Received and Used from the list on the Select an Action page.  (See Screen Shot)

 

 

9.   Select a criteria option to filter material items in the catalog for ease in locating the material that you wish to record material received and/or used against and click the Filter By button.

10.  Select the Material line from the drop-down list.  The bottom of the page will be automatically prepopulated for the selected Material line.

 

Note: If the material does not appear in the drop-down list, then you can add a new material by completing the steps in the section ADDING A NEW MATERIAL LINE ITEM TO A PAY ESTIMATE.

 

11.  Select the correct Unit of Measure if there is more than one associated with the Material line.

12.  Complete each field of the Material Details form except the Invoice Received Date.  This field should be completed when the invoice for the material is received.

 

Note: The Unit Price field is prepopulated with the last unit price that was used for the material. This field is still editable in case the price for the material changes. Click the Cancel button to return to the Select An Action page.

 

13.  Click the Record Material Received button at the bottom of the page.

 

Note: Material Quantities and Unit Prices are carried out to 4 decimal places. If more than 4 decimal places are provided, the system will round to 4 decimal places.

Entering a value greater than zero for Quantity Received will create a new material line for this material on the pay estimate with the new quantities received for this material displayed. If the value for the Quantity Received field is equal to zero, but the Total Quantity Used This Period field is greater than zero, then only the existing value for MOH Used This Period on the pay estimate will be updated with this value; no new material line will be created for the line item.