Release Call Off

Explanation

This activity is used to release a call off for the supplier. Note: It is possible to enter positive, negative and even a zero value as the call off value. If the previous call off has not been released, you will not be allowed to release a later call off, i.e., if the call off number 1 has not been released, you will not be allowed to release any call off with a number higher than 1. The previous unreleased call off must be released or deleted before you can release the next call off. Once the call off is released, you cannot perform any changes on the call off. However, if necessary, you can choose to revert the release of the call off, thereby reverting the status of the call off to Planned.

If a project activity is connected to a contract item, committed cost will be reported to the project when the call off for the item is released. Likewise, when the call off is unreleased, the committed cost caused by the call off is reduced in the connected activity. When multiple currencies are involved, all calculations to reduce the committed cost when the used cost is reported are done in the transaction currency. The remaining committed cost is then converted to base currency, using the currency conversion rate valid to the system date, and updated to the project activity.

Note: The status of the contract item changes automatically to Work in Progress when the item is included in a call off that is released.

Prerequisites

• A call off must exist in the Planned status.
• The Call Off Value must have a value greater than zero and previous call offs must have being released or removed (i.e., by deleting the call off, if it is in the Planned status).

System Effects

• The status of the call off is set to Released.
• Once a call off is released, the call off values cannot be changed.
• It will not be possible to delete a released call off.

Window

Sub Contract
Sub Contract Call Off Items

Related Window Descriptions

Sub Contract/Call Off
Sub Contract Call Off Items

Procedure

Option 1:

1. Open the Sub Contract window and query (F3) for the necessary sub contract.
2. Click the Call Off tab.
3. Select the call off, right-click and click Release.
4. A message requiring approval of the step appears, click Yes.
5. If a project activity is connected, committed cost is reported to the activity when the call off values are released.

Option 2:

1. Open the Sub Contract Call Off Items window and query (F3) for the necessary call off.
2. Right-click anywhere in the header, and then click Release.
3. A message requiring approval of the step appears, click Yes.
4. If a project activity is connected, committed cost is reported to the activity when the call off values are released.

Amend Committed Cost for the sub contract item and connected activity:

1. Open the Sub Contract Call Off Items window.
2. Populate (F2) or query (F3) for the required call off.
3. In the lower table, right-click the appropriate sub contract item, and then click Amend Committed Cost. The Call Off Item Activities dialog box opens.
4. Change the value in the Amount field.
5. Click OK.
6. To create a new connection, click New.
7. In the Activity Sequence field, enter another project activity sequence. Click List to select the valid value.
8. In the Amount field, enter the committed cost that is to be reported to the project activity.
9. Click OK.
10. To remove a connection, click Remove.
11. Click OK.