Link Design Items to Fund Code

Description

The Link Design Items to Fund Code screen is part of the Project Services subsystem and allows the user to link design items to the fund code that will be used to pay for them. The screen is accessed from the Fund Description screen for the specified fund code when the user clicks the Link Items button. The screen allows the user to choose whether to view all available item quantities (all items where at least part of the total item quantity has not yet been linked to a fund code), all assigned quantities, or all unassigned quantities. The user designates the quantity of the item to be linked to the fund code by entering it in the Selected Quantity column. When the user enters values in this column and clicks the Save button, the system calculates the total cost per item and displays it in the Total Cost column.

Fields

Field Name	State	Description
Project Header	Display Only	The Project Header fields are standard throughout the project-related screens. They provide identifying information, including project number, county, SR, section, district, and administering organization code. The word "Project" provides a link to the Project Information screen, and "Project Team" provides a link to the Project Team screen.
Fund Code	Display Only	The two-digit identifier for the combination of state, private, and federal funds that will pay for the items linked to the fund code on this screen. This field can also be used in conjunction with the adjacent GO button to view the items linked to a different fund code.
Description	Display Only	The fund code description.
SPN	Display Only	The state project number associated with the fund code.
FPN	Display Only	The federal project number associated with the fund code.
Fed Work Type	Display Only	The federal type of work associated with the fund code.
ALT	Display Only	The alternate code for the item. This field is only displayed if the alternate is an EITHER item or the AND item(s) associated with the EITHER item. Alternates (OR items and their associated AND items) are not displayed on the Link Design Items screen. Business rules do not allow EITHER items to be split over multiple fund codes. When funding is changed for the EITHER item, the system automatically applies the new funding to the associated AND items. If the prime contractor bids the alternate item, the funding assigned to the EITHER item is associated with the Alternate bid item when the system creates the Construction Data.
Item Number	Display Only	The item number. When alternate items exist, only the As-Designed (EITHER) and its associated AND items are displayed. This field provides a hyperlink to the Design Plan Stations list for the specified item. (If no design plan stations exist, the Design Plan Stations screen displays a 'no records found' message.)
Unit of Measure	Display Only	The unit of measurement.
Unit Price	Display Only	The estimated price per unit of the item.
Total Quantity	Display Only	The total quantity of the item associated with the project.
Available Quantity	Display Only	The available quantity of the item. This value is derived by subtracting the quantity of the item already assigned to a fund code from the total quantity. If all of the item quantity has been assigned to a fund code, this column displays a zero.
Selected Quantity	Editable – Optional	This field allows the user to enter the quantity of the item they wish to assign to this fund code. For EITHER items, the Selected Quantity may only be updated to "0" or to the total item quantity. (In other words, the funding for EITHER items cannot be split across fund codes.) The AND items associated with the as-designed group have this field protected, and the system automatically updates the assigned quantity if the fund code for the EITHER item changes.
Total Cost	Calculated	The total cost of the item for this fund code. This field is calculated when the user clicks the Save button. The calculation multiplies the Selected Quantity by the Unit Price.

Actions

Action	Description
? (icon)	When the user clicks this icon, they are taken to the screen’s “Tell Me About” Help document, which provides a brief screen description, a definition of each field, and a definition of each ‘action’ (link, button, icon).
Up/Down Arrows (icon)	When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view. TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.
Fund Code + GO (drop-down list + button)	When the users selects a fund code from the drop-down list and clicks the Go button, the screen is refreshed to show the fund-to-item linkage for the selected fund code.
Views + GO (drop-down list + button)	When the user selects an option from the Views list and clicks the Go button, the screen is refreshed to show only those item quantities from the selected view. The user may choose from three views: All Unassigned Items – Shows item quantities that are not assigned to a fund code All Assigned Items – Shows only those items that are assigned to a fund code All Items – Shows both assigned and unassigned items
Item Number (link)	When the user clicks the item number link, they are taken to the Design Plan Stations for the specified item. If no plan stations exist, the Design Plan Stations screen displays a 'no records found' message.
Calculate (button)	When the user clicks this button, the Fund Code Total for the screen is recalculated.
Go (button)	When the user selects a destination screen from the Go links and clicks the Go button, they are taken to the selected screen.
Back (button)	When the user clicks this button, they are returned to the previous screen in the browser history.
Save (button)	When the user clicks this button, the values entered in the Selected Quantity field are validated, and the Total Cost of the item quantity for this fund code is calculated and displayed; the user remains on this screen. The data is written to Design Item Funding table.
Save&Exit (button)	When the user clicks this button, the processing described under the “Save” description is performed, but the user is redirected to the Fund Description screen. Note: If the changes the user saves result in the item being associated with only one fund code, the plan station records for the item are updated to that fund code.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:53:56 AM