Creating Deliverable Line Items

To create a new Deliverable Line Item:

1. Open the Vendor Data Module and click New then select Deliverable Line Item.

2. Enter all required information. Mandatory information for a new Deliverable Line Item (default settings) includes:

   • Item ID

   • Deliverable Line Item Number

   • Description

   • Deliverable Type (selected from values defined in the Deliverable Type Configuration Table)

   • Criticality (High, Normal, Low).
     

Typically, the first value selected when creating a new Deliverable Line Item would be the Contract Number although this is not made mandatory so that Items Purchased and Deliverable Line Items can be predefined early on in the project before Contracts are placed.

Other important information captured about Deliverable Line Items includes:

• Status: Selected from values defined in the Deliverable Status Configuration Table.

• Date Due: This is the date that documents must be submitted by relating to this Deliverable Line Item. The Date Due can be defined in absolute terms (a fixed date) or in relative terms (number of days before or after) to other key dates such as Contract Award; Testing Date; Delivery Date; or other Date values or even dates relating to other deliverables. For example, you can define the due date as 5 days from the submission of deliverable X.

The following fields get updated automatically by InEight Document:

• First Received Date: First date a document is received against the Deliverable Item.

• Last Received Date: Last date a document is received against the Deliverable Item.

• Completed Date: Date the Deliverable Line Item status is changed to COMPLETE.

• Not Applicable Date: Date the Deliverable Line Item status is changed to NOT APPLICABLE.

  

Regarding Liquidated Damages (expediting contracts only) enter:

• Liquidated Damages Apply (Yes/No)

• Resubmittal Stipulated (Yes/No) – Yes to indicate Liquidated Damages will also apply to late resubmittals

• Line Item Cap value.

3. Click Save once complete, then click the Close button.

Use the More button then Link Items to link the Deliverable Line Item to one or more documents. See Section 4 below for more detailed information.