FieldView

Variance Request / Entry Notification

The Variance Request page allows FieldView users to request variance items as needed to complete a particular scope of work. The FieldView variance request feature is available at two levels:

  • Email notification only - sends an email notification to defined recipients on the Variance Entry and Variance Threshold distribution lists

  • FAST variance purchase order integration - transfers variance purchase order transactions to the FAST Enter Variance screen for processing in the back office

Variance request capabilities work in concert with global variance application settings, user permissions, and variance threshold notifications.

To enter a variance request

  1. Click the Variance Request icon to access the Variance Entry Notification page.

  1. Choose either By Lot or By PO# to enter variance requests based on specific criteria.

  • If you choose By Lot, choose the applicable Project, Bldg, and Unit from the lists provided. Once you choose the Unit, you can view the list of purchase orders for the unit in the PO list and select the applicable PO as needed.

  • If you choose the By PO# option, simply type the purchase order number in the open By PO# field.

Once you select or enter a purchase order number, the associated Activity and Vendor display. Group [trade] fills automatically based on the selected Activity value.

  1. Select from the lists provided to fill information in the following required fields:

  • Vendor - choose the vendor to whom the variance purchase order is assigned

  • Resp Vendor - choose a vendor responsible for the variance, the vendor caused the need for additional material and/ or labor, not necessarily the vendor who will fulfill the order

  • Reason - choose a reason for the additional material and/or labor needed

  1. Enter a variance description in the main Description field. OPTIONAL

  2. In the line detail section, choose variance purchase order items from the Resource list. Or, type freeform items in the Description field (enabled via user permissions).

For standard resources, the Conv [conversion] field fills automatically based on the resource.  For custom resources, this value defaults to 1.00.

  1. For resources with associated uses, choose a use ID from the Use list. OPTIONAL

  2. Type the number of items needed in the Qty field, then press ENTER.

Price fills automatically based on existing FAST vendor bids located in the FAST Enter Vendor Bids screen.

  1. Press ENTER again to calculate the extension and log the line item.

  2. Repeat as needed to account for all items needed, then click the Submit VPO button at the bottom of the page.

Your entry triggers automated email notifications and, if permissions are enabled, creates a variance purchase order transaction in the FAST Enter Variances screen.

 

The success of your variance transaction is dependent on global variance application settings  and established variance thresholds for individual users.  See the automated email notification for transaction details and associated status.

 

For more assistance, contact FAST Customer Care at (800) 411-2020 or support@tfmg.com.