PROJECT MANAGEMENT
CHAPTER 3: PROJECT MANAGEMENT
Project management involves the following FacilityFocus modules:
• Contracts and Contractors (Assigns Request to a Contractor)
• Work Management (Creates the Work Request)
• Purchasing (Accounts Payable Menu—Captures and transfers costs.)
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Project And Construction
Management MAP
Project
Work
Management
Module Work Request
Estimating
Contractor
Contracts And
Contractors Contractor Ratings
Module
Service Contract
Service Contract Service Contract
Invoice InvoiceTemplate
Purchasing
Module
Service Contract
Invoice Generator
Change Status
to Release
Invoice
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PROJECT DEFINITIONS
The Project Definitions screen keeps track of the multiple work requests that
constitute a larger project such as a construction project. This screen is used to
roll up costs for all associated Work Requests and plan all work in advance
while awaiting approval of funding.
To access the Project Definitions screen, select these menu items:
Work Management Module / Work Management / Entry / Project
Information for completing the Project screen can be found in the FacilityFocus
User Guide Volume I, Chapter 3.
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Project Definitions Screen
Field Explanation
Enforce Project A check in this box indicates that system will enforce the
Distribution? account distribution set up for the project. When a Work
Request is assigned to a project via the Work Request
Entry or Project Entry Screen, if the Project Distribution is
being enforced, the system will “expire” all work
request/phase distributions that do not match the project
distribution and insert the project distribution.
Enforce If this checkbox is checked and contracts are defined in
Contracts the Project/Contract Association window, if this project is
selected on the Work Request Header, only the contracts
on this list will be displayed for selection.
Opens a window that allows you to view or create a list of
contractors and descriptions for the project.
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WORK REQUEST ENTRY
Using work request entry you can document work orders by performing the
following tasks:
• describing the nature of the work
• assigning the shop(s) responsible for resolution
• indicating the account(s) used to finance the work requested
• dividing the work into phases (all work requests have at least one assigned
phase.)
To access the Work Request Entry screen, select these menu items:
Work Management Module / Work Management / Entry / Work Request / Entry
Information for completing the Work Request Entry screen can be found in the
FacilityFocus- User Guide Volume I, Chapter 3.
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Work Request Screen
Field Explanation
Contract If, on the Project Entry screen, the Enforce Contracts
checkbox is checked and contracts are defined in the
Project/Contract Association window, if the project is then
selected on the Work Request Header, only the contracts
on the Project/Contract Association list will be displayed
for selection. If no project is selected in the header, any
contract not set to enforce the project relationship can be
selected.
If no contracts are set to enforce the project relationship,
when you zooms the Contractor field on the Work Request
Phase detail section, the system assures that the Contractor
services match the Work Request Type, Category and
Work Code selected on the Work Request Screen and
filters the list accordingly.
The contract can be entered before the contractor and
address code. If this is done, the contractor and address
code backfill from the contract and become non-editable
fields (although the contract remains editable). Both
Contractor and Contract field are filtered so that a
contractor with non-matching services (or no services
defined) cannot be selected.
The system allows selection of only those contracts at an
“AWARDED” or a ‘RELEASED’ status and for which the
work request entry date is prior to the contract expire date.
When the contract number is validated the contract detail
is tested for the presence of records. If records for the
contract do not exist, any valid contract can be saved. If
detail records do exist, only contracts where the detail
region, facility, property and work code match the values
of the work request/phase can be saved.
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CONTRACTORS AND CONTRACTS
The Contractor and Contracts module manages the dissemination of work orders
to approved contractor/vendors based on cost and tracks acquisition of non-stock
or vendor-supplied inventory. The Contract Quality Rating screen records
customer comments and responses to predefined questions concerning the
quality of work performed for contract services.
Contractors can remotely access the Work Management Module Estimates
screen to provide work estimates based on established price and labor standards.
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CONTRACTOR SCREEN
Using this screen, you define contractors to FacilityFocus thus providing the
Work Request Entry screen with a valid contractor code.
To access the Contractors screen, select these menu items:
Contracts and Contractors Module / Contracts and Contractors / Entry /
Contractors
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Contractor Screen Fields
Field Explanation
Contractor Special identifier for the contractor in the form of a code.
Name Contractor’s business name.
Contractor Type Type of contractor you are defining. The six basic
contractor types used in FacilityFocus are contractor,
vendor, utility, landlord, tenant, and broker. Note that
when you select the “Contractor” type for Service
Contracts, the button labeled “Contracts” activates. Had
you selected a Utility type, the Utility Contracts button
would have activated. Had you selected a “Landlord” type,
the Lease Contracts button would have activated.
Specialty Contractor’s field of work.
Federal Tax ID For tax purposes.
Qualified Checkbox indicating that the Contractor is currently
qualified to perform the work. Unqualified contractors
cannot be associated to work requests.
Exp. Date Expiration date of the current qualification and when the
contractor has to qualify again to provide services. Must
have a non-expired date in this field in order to create
contracts for that contractor. Leave this field blank to
qualify the contractor indefinitely.
Rating Set your own criteria regarding the contractor. Described
later in this chapter.
M/WBE Minority and Women Business Enterprise.
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Contractor Screen Fields
Field Explanation
1099 Code Vendor 1099 code to use for tax purposes.
No. of Contracts Number of contracts assigned to this contractor.
Address Code Address codes that correspond to the various locations
where the contractors maintain offices/operating locations.
Address, City,
Phone, State,
Zip,
Fax
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CONTRACTOR SCREEN BUTTONS
Contractor Screen Buttons
Field Explanation
Displays a window that allows you to create Contract Term
Codes and view and edit the contract terms. See Contractor
Term Codes Window, later in this chapter.
Lists points of contact for the contractor with telephone, fax,
etc. Allows you to record the contact information for each
contractor address code. To enter information, the screen
must be in Edit mode.
Associates services that the contractor is providing to your
organization by property code. FacilityFocus, based upon the
work code associated with the phase of a work request,
selects a contractor and address code. See Contractor
Service(s) Window later in this chapter.
Same functionality as the Service(s) button except that it
provides a shortcut by only requiring region, work code and
preference for the contractor located at the specified address
code. See Create Service(s) Window later in this chapter.
Associates vendor parts to the contractor located at the
specified address code and with parts in warehouse
inventory. See Vendor Parts Window later in this chapter.
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Contractor Screen Buttons
Field Explanation
Labor coefficients for a contractor at the specified address
code. Up to nine coefficients can be defined (e.g., regular,
overtime, holidays, hazardous, industrial, etc.).
Allows you to view the information about all contracts
awarded to the selected contractor.
Opens a window that allows you to associate a defined
address type, such as billing or invoicing, with an address,
Phone and Fax number.
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CONTRACTOR TERM CODES WINDOW
Displays a window that allows you to create Contract Term Codes and view and
edit the contract terms.
Contractor Screen Term Codes Window
Field Explanation
Contract Term Selecting this code defaults the rest of the field to the
Code predefined terms set up that relate to this terms code.
Pay Method Methods of payment for the invoice, such as check, cash,
etc.
Pay Handling Method of shipping and handling for the payment, such as
regular handling, second-day air, FEDEX, etc.
Disc. Percent Discount Percent listed on the invoice, if any.
Disc. Days Discount Days listed on the invoice, if any.
Term Term listed on the invoice, if any.
Late Payment Penalty amount for late invoice payment.
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CONTRACTOR SERVICE(S) WINDOW
Allows you to list contractor-provided services by region/ facility/ property/
work code. To enter information, the screen must be in Edit mode. For each
service defined here, a matching service must be defined on the detail line of the
Contract screen. If not, the Contractor and/or Contract may not appear in the
zoom list for selection on the Work Request screen.
Contractor Service(s) Screen
Field Explanation
Region Highest level in the locating hierarchy.
Facility The Facility field is the second highest level in the locating
hierarchy.
Property The property field is the third highest level in the locating
hierarchy (e.g., your building). Entering the property fills in the
Region and Facility fields.
Work Code Describes the type of work to perform.
Preference Associates a preference to the contractor operating from the
specified Address code. FacilityFocus automatically selects a
contractor with a better preference over another as a means of
choosing between two or more contractors who perform the
same work at the same location.
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CREATE SERVICE(S) WINDOW
Allows you to add a service provided by a contractor. To enter information, the
screen must be in Edit mode.
Create Service(s) Screen
Field Explanation
Region, These fields server the same function as those on the Service(s)
Workcode, screen. This screen provides a shortcut by requiring entry of
Preference only region, work code and preference.
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VENDOR PARTS WINDOW
The window accessed by the Vend. Part(s) button is a read-only screen. It is
used to view a vendor part code and its related unit of measure, issue factor and
unit cost data.
The part list that appears in this window is defined on the Contractor Catalog
Screen (Inventory & Equipment Module / Inventory & Equipment / Entry /
Contractor Catalogs).
Scrolled to right, below
Vendor Parts Window
Field Explanation
Vendor Part Part number as known to the contractor.
Description Brief description of the vendor part.
UOM Unit of measure associated with the vendor part (e.g., liter,
gallon, etc.).
Vend Cost Unit cost of each vendor part.
Issue Fac Quantity used by the contractor to sell the item (e.g., by
the dozen, by the hundred, by the square yard, etc.).
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Vendor Parts Window
Field Explanation
Part Part number defined on the Enterprise Inventory Part
screen.
Pref # Designates the order of preference for vendors of this item/
commodity.
BPO Number Number of Blanket Purchase Order, if any, associated with
this contractor.
Comm Code Code that further defines the item. This value is relates to
the value on the Material Request screen which displays
items with matching Commodity Codes in order of vendor
preference.
Lead Time Average amount of time it will take this Vendor to fill an
order.
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SERVICE CONTRACTS SCREEN
The Service Contracts screen enables you to define and associate your contract
record to a contractor.
To access the Contracts screen, select these menu items:
Contracts and Contractors Module / Contracts and Contractors / Entry / Service
Contracts
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Contracts Screen Fields
Field Explanation
Contractor Associates a contractor with the contract. The screen allows
selection of only contractors with contractor type
‘Contractor’, whose Qualified? checkbox is checked, and
whose Expiration Date is not prior to today.
Address Cd. Contractors can have several addresses which can be tracked
by address code. Identifies the address code related to the
contractor address you wish to appear on the header record
for this contract.
Status Describes the current state of the contract with the selected
contractor. The status is defined as Open, Released, Awarded
or Complete. Select from the drop-down list. The screen
header is only editable when the contract is in an ‘Open’
status.
Contract No. You can overwrite the contract number default.
Type Type of contract, such as Service or Construction, as
described by your organization.
Desc. Description of the contract. Extra description comes up
automatically when you run out of room.
Bid or Radio buttons indicating whether the contract is secured
Negotiated through bid or negotiation. Selecting Bid activates the Bid
button that opens the Bid Window.
Retainage Radio buttons to enable setting the “Retainage Type” field to
Type “Dollars” or “Percentage”.
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Contracts Screen Fields
Field Explanation
Retainage If Retainage Type is Dollars, the Retainage amount cannot be
greater than the Contract Award amount. If Retainage Type
is Percentage the Retainage amount cannot be greater than
‘100.00’ This value allows two decimal places only.
Request Date Date the contract is requested.
Award Date Date the contract is awarded.
From and To Contract’s effective date range. Date From is a required
Dates field. When the record is saved, the system validates that the
contract expiration date (Date to) is prior to or equal to the
Expiration Date on the Contractor screen.
Est. Amt. Estimated amount of the contract.
Phase Act. Actual amount invoiced by the contractor.
Award Amt. Amount awarded to the contractor for the contract.
Mod. Amt Modified amount as determined by a Change Order. See the
description for the Change Orders button, later in this
chapter.
Region Locating hierarchy for the contracted work. If this hierarchy
Facility is properly defined in System Administration, entering the
Property property automatically fills the Region and Facility fields.
Work Code Type of work to be performed.
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Contract Screen Buttons
Field Explanation
Maintains account codes, payment details and originating
company data. See Contract Screen More Window later
in this chapter.
Maintains list of contractors who submitted bids on the
contract defined on the main screen.
Records points of contact.
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Contract Screen Buttons
Field Explanation
Records changes to the contract. Use this window to select
Work Request and Phase records entered into the system to
track changes to the contract defined on the main screen.
Only Work Requests and Phases associated with the
contract can be entered.
Enter an amount and the reason for change. The Amount
Description entered on this window appears in the Mod.
Amt. field and is reflected in the Contract Total and
Contract Balance fields on the main screen. No finance
transactions are generated to the f_accountlog function.
Use this window to break the project into user-defined work
elements, track costs of individual elements and track
estimated/actual start and stop dates for the elements.
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Contract Screen Buttons
Field Explanation
Allows you to view the progress of a project graphically.
This graph reflects the user-defined work elements
maintained in the Progress Schedule window described
above.
To use templates, click this button while in edit mode. The
window displayed enables you to choose from previously
developed contract templates created in the System Utilities
Module during setup.
Displays a history of status codes associated with the
contract record.
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Contract Screen Buttons
Field Explanation
Opens the Work Requests window that allows you to view
work requests associated with the contract. The Contractor
must be selected on the Work Request screen in order for
the Work Request to be listed here.
Displays the “Contract” Account Distribution. Contract
number, region, facility, property and work code must
appear on the main Contracts screen to enter account
distribution sub codes. See Contract Screen Distribution
Window later in this chapter.
Copies into this contract the services previously defined on
the Contractor Screen Services window. This enables easy
selection of a contractor to perform the services needed for
Work Requests.
Opens a window that allows you to link Service Contracts
with Projects. This window allows you to select Projects at
an “Open” status filtered by the current Contractor.
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MORE WINDOW
The More window maintains accounts payable information such as markup
account and contract terms data.
More Window Fields
Field Explanation
Markup Acct. Account Code and Subcode identifying the account debited
Sub Code for markups.
Markup % Percent applied to markups.
Contract Term Code representing the terms applied to this contract.
Code Contract Term Codes must be defined on the Contractor
Screen Contract Term Codes window before you can select
them here. When you select this code, the rest of the terms
information defaults to the values originally defined for the
code. These fields can be edited here if needed. For a
complete description of all Terms fields, see Contractor
Screen Term Codes Window, earlier in this chapter.
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CONTRACT SCREEN DISTRIBUTION WINDOW
Service Contract Invoice distributions use the Contract Offset Distribution
account rather than the Work Request Shop account.
Account Distribution Window Fields
Field Explanation
Account Account debited for payment of the contract.
Sub Code Classifies which account is charged.
Offset Offset account credited.
Account
Sub Code Offset sub code that classifies the account credited.
Company Company charged for the contract.
Department Department charged for the contract.
OC Code Organization charge code charged for the contract.
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Account Distribution Window Fields
Field Explanation
Percent/ The Percent field appears after selecting the Actual radio
Prec. button. Since multiple accounts and offset accounts can
contribute to a distribution, the Percent field is used to define
that contribution. In a situation where only one account and
one offset account are used to define the entire distribution, the
percentage would reflect 100.00.
The Precedence field appears after selecting the Fixed radio
button. Enter a number here (1, 2, 3 and so on) to indicate the
order of the account to be charged a fixed amount.
Amount Use this field after selecting the Fixed radio button. In the
event that the cost of a particular transaction will not reflect the
actual cost, the Amount field is used to define the dollar
amount.
Encumber Dollar amount that you want encumbered from the account
when the contract work is requested.
Region, Locating Hierarchy.
Facility
Property
If you wish to add more distributions for the item, click Edit while the cursor
rests in the Encumber field and press Enter. This increments the sequence
number in the top left corner.
To delete a distribution, click Erase.
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CONTRACT QUALITY RATINGS SCREEN
Use the Contract Quality Ratings screen to enter ratings, responses and
comments regarding the quality of the contractor’s service.
To access the Contract Quality Ratings screen, select these menu items:
Contracts and Contractors Module / Contracts and Contractors / Entry / Contract
Ratings
Contractor Quality Ratings Screen Fields
Field Explanation
Response Response to each of the rating criteria. Possible responses
could be immediate, slow, good, fair and so forth.
Date Date of the quality rating.
Entry Clerk Name of the person recording the results.
Comments Additional comments about the quality rating of the contract.
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SERVICE CONTRACT INVOICES
Service Contract invoicing involves three screens:
• Service Contract Invoice Entry Screen
• Service Contract Invoice Template Screen
• Service Contract Invoice Generator
SERVICE CONTRACT INVOICE ENTRY SCREEN
Use this screen to set up invoice records presented to your organization for
payment. These invoice records reference previously created Work Request
Phase records associated with a contractor.
When an invoice is created, the system will check to make sure the contract has
not expired by comparing today’s date with the Date To field on the Contract
Screen.
Transactions written to the fund table include the cost of the service contract
payment plus the percentage markup defined in the contract. The offset account
transaction generated into the fund table also includes the percentage markup.
A second pair of transactions are written to the fund table that debits the amount
of the markup from the offset account used in the first set of transactions and
credits the overhead account. The contract overhead offset subcode is also used
in the distribution. The total AP payment cost including the markup is used to
update the work request phase materials costs.
To access the Service Contract Invoice Entry screen, select these menu
items:
Purchasing Module / Purchasing / Entry / Accounts Payable / Service Contract
Invoice / Service Contract Invoice Entry
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Detail line scrolled to right
Service Contract Invoice Entry Screen Fields
Field Explanation
Invoice No. From the hard copy invoice being entered in the system.
The system requires that the combination of Contractor
Code and Invoice Number must be unique.
Invoice Date Date of the invoice.
Template Template (if any) you are using to default the values on the
entry screen. (See Service Contract Invoice Template
Screen, later in this chapter.)
Contract No. Number of the contract associated with this invoice. The
system only allow selection of contracts at an Awarded or
Released status.
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Service Contract Invoice Entry Screen Fields
Field Explanation
Status Status of the contract associated with this invoice. To
release the contract, change the status to Released.
Contractor Contractor associated with the invoice. The system requires
that the combination of Contractor Code and Invoice
Number must be unique.
Address Code Address code associated with Accounts Payable activity for
this contractor.
Contractor Address Codes and Address Types are
associated via the Contractor Screen which defines physical
addresses by types, such as billing, invoicing, and so forth.
The address code that appears on this screen is the one
associated with invoicing by the Address Type.
Invoice Total Non-editable fields that roll up from the line items. The
system ensures that the total of invoiced amounts plus the
current invoice is less than or equal to the award amount
plus modifications less Retainage amount (described
below.)
Summary Bill Links together invoices entered separately, but paid on one
No. summary bill. This is the number of the summary bill used
to pay these invoices.
Retainage If the associated contract is at an Awarded status the screen
displays a value in the contract Retainage field. If the
contract is at a Released status, no Retainage is displayed.
If the Retainage type is in Dollars the system displays the
dollar value. If the Retainage type is in percent (‘P’) the
system calculates the Retainage amount by dividing the
Award Amount by Retainage.
Retainage values are set up on the Service Contract Entry
screen, described earlier in this chapter.
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Service Contract Invoice Entry Screen Fields
Field Explanation
Auto-generated Indicates that the Service Contract Invoice Entry Record
was generated using the Service Contract Invoice Template
and Generator screens (discussed later in this chapter). The
system checks this checkbox automatically when the
invoice is created via the Generator screen.
Work Request Work Request with which the invoice is associated. The
system limits selection of work requests to those that have a
phase contract that matches the contract entered on the
invoice header and a phase status of AP Ready.
Work Phase Work request phase paid on the invoice.
A Work Request displaying no phases may indicate that no
phases have an A/P Ready Status.
Open the Work Request Entry screen, retrieve the Work
Request record, and switch to Edit mode to change the
Phase Status to an A/P Ready one.
Save the record and return to the Service Contract Invoice
Entry screen and Zoom the Work Request field again.
Phases should now display.
Description The Description that appears is the Work Request title.
Tax Cd Indicates tax information for the invoice.
Suppl Data Displays additional information about the invoice.
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Service Contract Invoice Entry Screen Fields
Field Explanation
Auth. No Authorization number and Authorization date relate to
corresponding fields on the Work Request screen More
window. If your organization requires authorization, enter
an authorization number or edit the existing number, if
needed.
Auth. Date This is the authorization date.
Amount Line item amount on the invoice. This number is carried
over to the Amount field on the top half of the screen.
Tax Tax for the line item on the invoice. This number is carried
over to the Tax field on the top half of the screen, and the
Total field displays the sum of the amount and tax.
Opens a window that displays and allows edit of terms of
the contract presented for invoicing. Term codes have to be
defined on the Contractor Screen Contract Terms window
before they can be selected here. Values default to the
values defined for the selected Terms code, but can be
edited here. See Service Contract Invoice Entry Screen
Terms Window, later in this chapter.
Opens a window that displays the status history of the
invoice.
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Service Contract Invoice Entry Screen Fields
Field Explanation
Opens a window that displays the transaction history of the
invoice.
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SERVICE CONTRACT INVOICE ENTRY SCREEN TERMS WINDOW
This window allows view and edit of terms associated with the contract for
which this invoice is issued.
Service Contract Invoice Entry Screen More Window Fields
Field Explanation
Contract Term Code representing the terms applied to this contract.
Code Contract Term Codes must be defined on the Contractor
Screen Contract Term Codes window before you can select
them here. When you select this code, the rest of the terms
information defaults to the values originally defined for the
code. These fields can be edited here if needed. For a
complete description of all Terms fields, see Contractor
Screen Term Codes Window, earlier in this chapter.
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SERVICE CONTRACT INVOICE TEMPLATE SCREEN
Use this screen to set up a template that can automatically fill Service Contract
Invoice Entry screen fields for frequently-used invoices for contractor services.
Fields on this screen and on the Terms window reflect the fields on the Service
Contract Entry screen except for the scheduling fields and facilities. Once you
define this template, you can indicate the template number on the Service
Contract Entry screen or select it on the Service Contract Invoice Generation
screen.
To access the Service Contract Invoice Template screen, select these menu
items:
Purchasing Module / Purchasing / Entry / Accounts Payable / Service Contract
Invoice / Service Contract Invoice Template
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Service Contract Invoice Template Screen Fields
Field Explanation
Start Date Includes the beginning of the effective period for generating
invoices.
End Date Includes the end of the effective period for generating
invoices from this template.
Seed Date Defines the starting point for generation of invoices.
Frequency Defines the frequency with which recurring service invoices
are generated. (Weekly, Monthly, Quarterly, Annually and
so forth.)
Master Code Allows you to associate the Invoice schedule with a pre-
defined Master Schedule. Select the code for the master
schedule you wish to use.
Work Request/ Work Request and Phase for to which this invoice is
Phase applied. Work request selection is limited to those work
(on detail line) requests that have an associated phase where the phase
contract matches the contract entered on the header and the
phase status is AP Ready.
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Service Contract Invoice Template Screen Fields
Field Explanation
The generate schedule button generates the
invoicing schedule based upon the dates you enter
in the schedule section of the template screen.
The update schedule button displays a window in
which you can edit the dates generated by the
Generate Schedule facility.
Accesses a window that displays and allows you to
select Contract Term Code, Methods of Payment
and Handling for the Service Contract Invoice. For
more details, see Service Contract Invoice Entry
Terms Window, earlier in this chapter.
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SERVICE CONTRACT INVOICE GENERATOR
Use the Service Contract Invoice Generator to generate invoice records set up
using the Service Contract Invoice Template screen. When you enter a Template
Code, Start Date and End Date then click the Generate button, a list of invoice
transactions appears on the detail portion of the screen. The system verifies that
each work request phase in the invoice template detail is at a phase status is AP
Ready. If not, the system generates an error and aborts the invoice generation
process.
At this time you can select transactions that you wish to hold by clicking the
Hold Y/N checkbox on the line item. When finished, click the Finalize button to
generate the invoices.
Once generated using this feature, these records become invoices, and can be
released and paid as if they were entered using the Service Contract Invoice
Entry screen.
When the records are processed, the program lists each invoice run and tells you
if generated or not. If errors occurred, the program lists them. Generated
invoices are ready for release; you must make any necessary correction and
generate again.
To access the Service Contract Invoice Generator screen, select these menu
items:
Purchasing Module / Purchasing / Entry / Accounts Payable / Service Contract
Invoice / Service Contract Invoice Generator
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PROJECT MANAGEMENT
SERVICE INVOICE ADJUSTMENT SCREEN
Use this screen to correct entries made in error on the Service Contract Invoice
screen. Note that on this screen, all entries must be adjusted. The screen does not
calculate on the basis of the adjusted quantity, so you must manually enter the
adjusting amounts as positive or negative entries.
Purchasing Module / Purchasing / Entry / Accounts Payable / Service Contract
Invoice / Service Contract Invoice Adjustment
Detail Line Scrolled to Right
FACILITYFOCUS ExtendMAP USER GUIDE 3-41
PROJECT MANAGEMENT
SERVICE INVOICE ADJUSTMENT SCREEN
Field Explanation
Contractor Enter contractor.
Address Code Enter correct address code.
Invoice No Number attributed to the invoice from the hard
copy given by the contractor.
Invoice Date
Original Invoice Date The date should already appear.
Description Brief description of the adjustment.
Extra Description Explain why the adjustment is being made.
Amount Enter positive or negative adjustment amount to
the price. For example, if the Price is 100.00 and
should be 60.00, enter –40.00.
Tax Enter positive or negative adjustment amount to
the tax amount.
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