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- 17 Jul 2024
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Add Negative Schedule of Values Screen
- Updated on 17 Jul 2024
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Using the example below, suppose that we establish a change order for opportunity #5831 for the property Fortress of Solitude to remove daily site cleanup and associated labor and decrease the number of Snow Stakes.
In this case, we would select Edit Schedule of Values from the More drop-down menu to display the Schedule of Values screen to specify the changes to the schedule of values.
Because the balance of the changes is negative for this change order, you can add negative line items to account for this negative amount. The Negative SOV screen is modified the same as the traditional SOV screen.
The screen lists the schedule of values for the work order and all changes that have been won or are included in the current change order, allowing you to determine the schedule of value items from which the negative values should be subtracted. Note that if we were modifying one of the custom schedules of value items, we would specify a numeric value representing the quantity to remove instead of a dollar amount – Aspire would calculate the appropriate amount.
The following table summarizes the field elements on this screen.
Screen Element | Description |
Description | Description of the schedule of values on which the item was created. |
Linked to Service | If selected, the service performed will generate a work ticket. |
Quantity | For the custom schedule of values, line items represent the total quantity specified at creation or with changes. |
Unit Price | For the custom schedule of values, line items represent the unit price defined when the line item was established. |
Scheduled Value | The total value of the line item is based on the original work order and all changes that have been won. |
Previous Invoice | Quantity (for the custom schedule of values line items) or dollar amount (for the schedule of values items linked to the service) that has already been invoiced to the customer. |
Remaining Invoice | Quantity (for the custom schedule of value line items) or dollar amount (for the schedule of value items linked to the service) remains to be invoiced to the customer. |
Remove From Invoice | Allows you to specify the quantity (for the custom schedule of values line items) or dollar amount (for the schedule of values items linked to the service) that should be removed from the schedule of values for that item. |
Retainage to Date | Displays the amount of retainage withheld based on invoices submitted to date. This field is read-only. |
Remaining Amount to Invoice | Shows the amount still to be invoiced, including adjustments for any negative change orders. This field is read-only. |
Total Positive SOV $ | Represents the total dollar amount of positive changes in the schedule of values for the current change order. This field is read-only. |
Total Difference $ | The sum of the dollar values is represented by the numbers above it. |
Total SOV $ | Represents the total positive schedule of values changes represented on the change order that is being created. |
Total Estimate $ | The change order represents the net value of the change (Positive Changes – Negative Changes). |
Total Difference $ | Represents the difference between the Total Removed From Invoice and the amount that must be removed for all negative values to be accounted for. The value of this field must be zero to save the Negative Schedule of Values. |