Contractual Modification

For more details on the features and practices of the new standard, you can consult this article.

This report allows for the extraction and analysis of the list of contractual modifications associated with each of the purchase orders for a selected project.

It is recommended to use this report on a single project at a time.

How to use this report

List of contractual changes sheet

This tab consists of a table that displays the PO modifications

• By project
• By supplier
• By purchase order
• By status

1. It is possible to filter the PO modifications displayed in the table by:
   1. Project
   2. Supplier
   3. Status
   4. Purchase order
   5. Step 1 contractual changes
   6. Issuer (hidden in screenshot)
   7. Specialty (hidden in screenshot)
   8. Cause (hidden in screenshot)
   9. Waiting by (hidden in screenshot)
2. It is possible to show/hide the following sections:
   1. In section 1, the column specialty to the column Delay
   2. The entire section 2
3. It is possible to show/hide up to 5 custom fields
4. It is possible to create a PDF copy of the list of PO modifications
   1. To get better results, we advise you to filter/hide the desired sections and to hide the Filters and Parameters section before proceeding.

Purchase order modifications report sheet

1. In order to generate the report, you must
   1. Select a project (it will be selected by default if the report was generated with a single project)
   2. (Optional) Selecting a supplier allows for reducing the list of purchase orders associated with that supplier
   3. Select the purchase order for which you wish to generate the report
   4. The Clear button allows to remove the supplier and purchase order selection
2. It is possible to define the unit of calculation for contingency
   1. Percentage: calculation of the contingency as a percentage of the initial purchase order amount
   2. Amount: manually entered amount for contingency
3. Allows to show/hide the section displaying the number and amount of canceled PO modifications associated with the purchase order
4. Allows determining the desired contingency use thresholds
   1. If the remaining contingency percentage is greater than the lower use threshold, the cell will be green
   2. If the remaining contingency percentage is between the lower and upper use threshold, the cell will be yellow
   3. If the remaining contingency percentage is lower than the upper use threshold, the cell will be red