Correct an Interfaced Subcontract Item
You can make changes to a subcontract item that you have already interfaced using PM Subcontract Detail and then interface the changes to the appropriate modules via PM Interface.
When you are making corrections to a subcontract item, the interface batch month of the correction must be the same as the interface batch month of the original transaction. For example, if you interfaced a subcontract item using a batch month of 6/19, the batch month of the correction must also be 6/19. If the original batch month is closed, you must open the month before you can post the change.
You can make changes to an existing transaction, but you cannot delete a transaction. For example you can change the number of units on a units-based sucontract item, but you cannot delete the subcontract item.
You can only correct subcontract items that you created in the PM module. Subcontract items that you created in the SL module must be corrected in SL.
Other users cannot change items that are being corrected. For example if you are making a correction to a subcontract item in the PM Subcontract Detail form, an error message will display if another user tries to create an SL change order for that item in the PM Subcontract Change Orders form.
To correct and reinterface a subcontract item:
- From the main menu, go to
- Select the Interfaced tab.
- Select a subcontract item by clicking in the column to the left of the Sequence field.
From the toolbar, select
.The selected row is highlighted and most of the fields are enabled.
- Enter the correction.
Save the record.
Note: If you make changes to an item in error and have already saved the change, reselect the line and select . This turns off editing in the form and displays a message warning you that any changes to the interfaced item will be lost. Select OK to undo the change.
To interface the change,
. The change to the subcontract item will display in the form. The entire amount of the corrected transaction will display in the Amount field (not just the amount of the change), and Correctionwill display in the Transaction Type column.
- Interface the change.
- On the PM Subcontract Details form, all of the fields on the corrected subcontract item are disabled again.