The fixed price task feature released as preview in 10.0.25 has been given a full release following some functional additions:
- Handling credit notes containing fixed price tasks
- Handling WBS task changes after the project has started
- Viewing the hour journals associated with a fixed price task
Credit notes
An invoice containing a fixed price task fee journal will sometimes need to be credited. If so, its behaviour should be consistent with other types of credit note created in evergreen:Finance:
- When an invoice line is credited, the line property of the originating transactions will be updated to chargeable/invoiceable so that its value appears in WIP
Any fixed price task fee journals will be reversed entirely - The hour transactions associated with each fixed price task fee journal will be returned to WIP at its original value (by changing the line property to “chargeable/invoiceable”).
- This will have the effect of reducing the value of WIP by the value of the fee journal and increasing WIP by the value of the original hour journals.
As a consequence, the fixed price reconciliation process will have to be repeated in order to create a new fee journal that can then be invoiced at a later date.
Changing WBS tasks
Four scenarios have been handled:
| Actions | Solution |
| Delete an existing line | First, the existing transactions must be adjusted, then close the inaccurate task and create a new one with the correct details. The line continues to appear on the FPT lines, however, the user would not be able to record any new time transactions against the closed task |
| Change the unit category | A new validation restricts the user from changing the unit category if pending transactions exist. First, the existing transactions must be adjusted/reconciled and then closed followed by creating a new one with correct details. The line will continue to appear on the FPT lines, but the user will not be able to record any new time transactions against the closed task. Thereby, no new transactions for that line will be available for reconciliation in FPT lines form |
| Outdent/Indent the existing lines | A new validation restricts the user from indenting or outdenting a task (with a unit category) if pending transactions exist. If the user does need to indent/outdent a task, they must first adjust or reconcile existing transactions. Then the user can do the indenting/outdenting . The root task line will disappear from the FPT lines and only the leaf lines will be available for reconciliation. |
| Move the line within the hierarchy | Move the tasks as required; the system will prevent the user if it is not valid and existing transactions will not be affected |
Viewing hour journals
A new screen which lists the hour transactions that have been recorded referencing a specific fixed price task in a WBS. It is callable only from the “Fixed Price Task Lines” screen by clicking the “Reconcile Transactions link.
The screen allows users to do the following:
- View the details of each hour transaction that referenced the fixed price task when it was recorded
- Select or deselect hour transactions for inclusion/exclusion from the reconciliation calculation made by the Fixed price Task Lines screen
- By default, all hour transactions will be included in the calculation. However, the screen should allow the user to pick and choose which lines they want to be included.
- Once a selection has been made, the user will close the window, redisplaying the “Fixed Price Task Lines” screen, prompting an automatic recalculation of the consumed quantity for the task line which has been edited.
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