F.8.16 Pending SOV-WDI: Receive/Modify SOV (Once agreed to Working Off Line)

Description

The Responsible Individual (RI) will receive Email Notification from vendor if Participating or Contract Administrator if not Participating.   RI will finalize the schedule of Values (SOV).

 

Outcomes

Once a Change Order is submitted by the Responsible Individual it moves to the Fully Executed Invoicing Authorized state.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

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

If you agree with SOV lines proceed to Step 4 Workflow.

 

  1. Right click SOV Code (optional).

  2. Click SOV Breakout.

 

  1. Click Create Row button.

  2. Enter unique SOV Code.

  3. Enter unique SOV Description.

  4. Update Settled Values for existing and added Rows.

  5. Click Confirm.

When adding rows all settled values must match Reimbursable Difference or Change Difference as zero.

 

Step 3: Verify SOV

  1. Verify SOV Code and Description.

  2. Edit SOV Lines if needed.

 

Step 4: Save the Change Order

A.  Click

 

Step 5: Set to Fully Executed-Invoicing Authorized.

  1. Click Workflow.

  2. Select Set to Fully Executed-Invoicing Authorized.

 

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

  2. Click Execute.