FieldView

Scenario

Details

Schedule Adjustments

FieldView schedule adjustments are recorded by changing activity start and completion dates from the Schedule Change dialog. New dates transfer to FAST when submitting from the Pending Schedule Updates page. Stored procedures update job schedules, eliminating the need to enter and post FAST delay transactions.

The activity ranges selected on FieldView's Application Settings page controls which activities appear in FieldView, as well as how many months past and future you are able to view. Schedule reasons are also controlled via application settings, and user permissions dictate which users are able to effect schedule changes.

Cancelled Purchase Orders

When you submit purchase order cancellation transactions from the FieldView Pending PO/VPO Updates page, purchase orders are automatically cancelled in FAST. SQL stored procedures initiate this process immediately, eliminating the need to enter and post FAST purchase order cancellation transactions.

User permissions control which FieldView users are able to initiate purchase order cancellations.

PO and VPO Approvals

Submitting approved purchase order and variance purchase orders from the FieldView Pending PO/VPO Updates page transfers approvals from FieldView directly into FAST Accounts Payable invoice batches by company. Once the purchase orders are transferred to the batch, process your invoices as usual.

Certain settings on FieldView's Application Settings page control whether users are able to see purchase order amounts. User permissions control which users are able to approve and submit purchases.

Vendor Reassignments

FieldView logs vendor reassignments in FAST based on FieldView vendor change transactions. Vendor change transactions are stored on the Pending PO/VPO Updates page until submitted to the back office. The system automatically performs the following steps:

• Cancels the current vendor purchase order.

• Assigns a new vendor and obtains vendor prices according to your FAST system settings, and updates this information in the job estimate.

• Releases a new purchase order for the new vendor.

• Transmits the new purchase order to FieldView.

• Records any activity budget changes resulting from the vendor reassignment.

The vendor reassignment option selected in FieldView's Application Settings page controls how activity budget changes are recorded in FAST for all FieldView vendor change transactions. Vendor reassignment reasons and available vendors are also controlled via individual application settings, with user permissions dictating which users may reassign vendors on purchase orders.

Variance Requests

Depending on your FieldView application settings, individual user permissions, and established variance thresholds, FieldView's variance request feature can be as simple as an email communication to the back office, or as robust as creating variance purchase order transactions for posting in the FAST Enter Variances screen.

Lien Waivers

Once vendor checks are released, the FieldView Lien Release Approval page lists checks with associated lien releases for each vendor user.  

The ability to approve liens is controlled by the Disallow Electronic Lien Approval permission located on the User page. Lien Release history for approved liens is based on the Lien(s) History Avail setting on the Application Settings page.

New Jobs

New jobs appear in FieldView based on their FAST status, including the following conditions:

• The Lots screen Job Start Information exit HHC Status field is not set to i [to ignore]

• The job is not set up as a spec+model (established in the FAST Spec Homes and Job Start Information screens respectively) and the associated FieldView application settings are not set to 0 [don't show information on models]

• The job has a processed schedule with schedule dates.

• For superintendents, the FieldView user is assigned either to the job, a specific job construction stage, or as a supervisor to another superintendent.

• For vendors, the FieldView user is scheduled to complete a task or provide material for the job.

• Job tasks and orders fall within the ranges established in FieldView application settings, such as Low/High Activity ranges, and MonthsToShow and DaysToShow parameters.

Measurement Purchase Order Adjustments

Measurement purchase order resource / use quantity adjustments recorded in FieldView are incorporated into FAST when you submit purchase order transactions from the Pending PO/VPO Updates page. This updated information is automatically reflected in your job estimate, as well as your measurement purchase order invoice.

Choose whether measurement purchase orders appear in FieldView from the Application Settings page and which users are allowed to edit MPO quantities via user permissions.