Maintain Escalations

Through this activity, unexpected rise in the cost of material and resource for subcontracted tasks can be resolved. Invoice can be raised for the the differential amount. Document level checklist details can also be attached.

Select the “Maintain Escalations” link under the “Project Execution” business component.

The “Maintain Escalations” page appears.

The system displays the following details in the header.

Status

The status of the escalation.

Enter the following details in the header:

Transaction No.	A unique number identifying the transaction.
Reported Date	The date on which the escalation was reported.

Select the following from the header:

Reporting For

Use the drop-down list box to select the reporting details. The combo is loaded with “Material”, “Material and Resource” and “Resource”. The system displays “Material” by default on launch of the page.

Enter the following:

Project Code

A unique code identifying the project.

The system displays the following.

Project Description

The detailed description of the project.

Select from the following:

Task Type

Use the drop-down list box to select the task type. The combo is loaded with “Sub Contracted” by default on launch of the page.

The system displays the following.

Invoice No.	A unique number identifying the invoice.
Invoice Status	Indicates the status of the invoice.

Enter the following:

Remarks	Any remarks pertaining to the escalation.
PPR Reported To	The end date of PPR reporting for which you wish to search and retrieve the details.

Select the following from the “Task Filter” group box:

Task Group	Use the drop-down list box to select the task group belonging to the project. The combo is loaded with blank by default on launch of the page.
Task Code	Use the drop-down list box to select the task code of the Project. The combo is loaded with blank by default on launch of the page.
Work Area	Use the drop-down list box to select the work areas of the project. The combo is loaded with blank by default on launch of the page.

Enter the following details in the “Task Filter” group box:

From WBS ID	The starting range of the work break down structure of the task for which you wish to search and retrieve the details.
To WBS ID	The ending range of the work break down structure of the task until which you wish to search and retrieve the details.
Supplier Code	A unique code identifying the supplier code.
From Planned Start Date	The starting date range of the WBS Id.
To Planned Start Date	The ending date range of the WBS Id.

Select the following from the “Task Filter” group box:

Folder

Use the drop-down list box to select the folder details. The combo is loaded with “Desirable”, “Essential” and “Vital”. The system displays “Blank” by default on launch of the page.

Click the “Get Details” pushbutton.

The system retrieves all the authorized PPRs based on the Task Type selected and the criteria’s specified in the Task Filter section.

PPR No	A unique number identifying the project progress reporting number.
PPR Date	The date on which the PPR was created.
SCO No.	A unique number identifying the sub contract order.
SCO Date	The date on which the sub contract order was created.
Sub Contractor Code	A unique code identifying the sub contractor.
Sub Contractor Name	Indicates the name of the subcontractor.
Folder	Indicates the folder detail
SCO Line No.	A unique number identifying the sub contract order line number.
WBS Line Item	A unique number identifying the work break down structure line item.
WBS ID	A unique code identifying the work break down structure of the item.
Task Code	A unique code identifying the task.
Task Description	The detailed description of the task.
Task Type	Indicates the task type of the project.
Task Group	Indicates the task group of the task .
Work Area	Indicates the work area of the WBS Id .

Click the “Transfer” pushbutton.

The system retrieves and displays the details in the multiline.

Task Code	A unique code identifying the task of the material / resource.
Item Code	A unique code identifying the item of the material .
Item Variant	Indicates the item variant of the material .
Item Description	The detailed description of the item.
Qty	Indicates the quantity of the Material/Resource Note : Qty is calculated based on the following formula for the Material or Resource escalation. Quantity = (Reported qty/ Task qty) * Material Qty. Quantity = (Reported qty/ Task qty) * Resource Qty.
Difference in Rate	Indicates the difference in rate. New Rate –Rate
Value	Indicates the value of the item. *Quantity Difference Rate**
WBS ID	A unique code identifying the work break down structure of the item.
Rate	Indicates the Material or Resource Rate as specified against the Material/Resource for the WBS Id at Project Task Mapping
PPR No	A unique number identifying the project progress report.
New Rate	The new rate of the material or the resource.
Remarks	Remarks pertaining to the new rate.

Enter the following details in the multiline:

Supplier Code

A unique code identifying the supplier.

The system displays the following details in the multiline.

Resource Code	A unique code identifying the resource.
Resource Name	The name of the resource.
UOM	The unit of measurement of the item / resource as specified in the Task Mapping.
Task Group	Indicates the task group to which the resource belongs to task.

Enter the following details in the “Invoice Section” group box:

Supplier Invoice No.	A unique number identifying the supplier invoice. Mandatory.
Supplier Invoice Date	The date on which the supplier invoice was created. Mandatory.
Supplier Invoice Amount	Indicates the supplier invoice amount. Mandatory.

The system displays the following details in the “Invoice Section” group box.

Cumulative Amount	Sum of the Difference Amount + TCD,
Difference Amount	Supplier Invoice Amount - Cumulative Amount
AC Usage	The accounting usage of the invoice.
CC Usage	The cost center to which the invoice is mapped.

Click the “Maintain” pushbutton.

The system creates the Escalation Number in Fresh status and calculates the Difference Rate, Value, Cumulative Amount and Difference Amount.

Click the “Authorize” pushbutton.

The system updates the status as “Authorized” and auto creates Supplier Direct Expense Invoice for cumulative amount.

Click the “Delete” pushbutton.

The system updates the status as “Deleted”

Note: Authorized document cannot be deleted.

To proceed, carry out the following

Select the “Specify TCD Details” link from the bottom of the page to specify tax charge and discount details.
Select the “Operational Checklist” link from the bottom of the page to specify operational checklist details.
Select the “Attach Notes” link from the bottom of the page to attach document level checklist.

The system displays the following details in the “Data History” group box.

Created By	The name of the person who created the escalation details.
Created Date	The date on which the escalation details was created.
Last Modified By	The name of the person who modified the escalation details.
Last Modified Date	The date on which the escalation details was last modified.