F.6.12 Pending SOV Vendor: Modify SOV Details per Contract Specified Days or Concur by Just Workflowing

Description

The Vendor receives a notification via Email. The Vendor reviews and modifies their Schedule of Values (SOV) and returns it to the Responsible Individual (RI).

 

Outcomes

NexGEN notifies the RI to review and approve the SOV.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

If the SOV line items get modified and the Fee and Reimbursable values do not tie to the original contract value, you will receive an error.

 

New Work Breakdown Structure (WBS) codes can't be added. You will receive an error if you try to do so.

 

Step 2: Confirm the Schedule of Values (SOV).

  1. Right click the SOV CODE Field to add additional breakdown (optional).
  2. Click SOV Breakout.

 

  1. Enter unique SOV CODE.
  2. Enter SOV Description in the field.
  3. Adjust Contract Amount based on additional breakdown.
  4. Click Confirm.

Step 3: Workflow: Set to Pending SOV WDI

  1. Click Workflow.
  2. Select Set to Pending SOV WDI.

  1. Type a message in the Message field to include in the Email notification (optional).
  2. Click Execute.