The Contract Tracking Module allows users to track information about Contracts, Contract Tasks, DD1423s, Delivery Items, and Associated Documents. This information feeds and tracks: change documents (ECP, etc.), drawings, documents, project tasks, part requisition and costs, and other related data. Contract items tracked in CMPRO include:
- Delivery Orders
- Contract Data Requirements Lists (CDRL)
- Supplier Data Requirements Lists (SDRL)
- Scheduled (and actual) delivery products
By tracking these items and linking them to the appropriate modules in CMPRO the process of creating contract tasks, assigning the tasks, and submitting and completing delivery requirements allows the users to see a holistic view of the contract and the work that needs to be accomplished. Using the Contract Tracking module in CMPRO ties your contracts and delivery requirements into the lifecycle of the products, which allows for a complete product lifecycle management function.
The process for creating and feeding data into contracts is:
CREATING A CONTRACT
The first step is to create a contract using the Contract Information Create menu item and filling out all of the necessary information (the user must have the appropriate permissions in CMPRO to do this).
After filling out the Contract Information Details the user can add and edit tasks and events to the contract using the View/Edit Task(s) link or by clicking on the create new icon next to the link in the Contract Tasks and Eventsor the Options section of the Contract Information screen or on the Contract Task(s) screen.
The user will then be prompted to add detailed information about the task. If the sole purpose of a Contract Task is to create Events for DD1423s, it is acceptable not to have an official designation for the task; instead you can enter something neutral, like “LIST OF CDRLS”. However, if the AUTO CREATE ACCOUNT CODES FOR CONTRACT TASKS business rule is active, new task numbers will be automatically entered as new valid inventory management account codes.
Below is an example of a Contract Information Detail Screen in CMPRO with contract tasks and events. After a task is created a DD1423 record can be created.
DD1423S IN CMPRO
After creating the contract tasks the user can create DD1423s or other Events for the contract. The DD1423 is used to specify and track delivery requirements for government contracts and subcontracts. If a DD1423 is used to track contract delivery requirements, it is referred to as a type CDRL (Contract Data Requirements List). If a DD1423 is used to track subcontract delivery requirements, it is referred to as a type SDRL (Subcontract Data Requirements List). To create a DD1423 click on the create new icon next to the View DD1423(s) link from the Contract Information Detail Page Options panel or from the Menu.
After creating a DD1423, Delivery Items can be created by going to the Delivery Items screen and adding records from or creating records in the document repository.
VIEWING DELIVERY ITEMS
Delivery items can be viewed and reported on using various functions in CMPRO: calendar view, worksheet, and reports.
Delivery items can be viewed in a calendar for specific contracts or all contracts to get a visual of the delivery items that need to be completed:
With the Contract Tracking module users can status and report on contract CDRLs that are coming due, are due, overdue, and those that have been completed. Using the Delivery Item worksheet users can filter and report on delivery items for specific needs. With the DD1423 & DI Reports users can create advanced reports or use one of CMPRO’s preconfigured reports on: Look Ahead and Overdue, CDRL/SDRL Packages, and Delivery Items.
The Contract and Contract Task numbers are used to track the associated change documents (ECP, etc.), drawings, documents, project tasks, part requisition & costs, and other related data. This is what ties the Contract Tracking module to the PLM process in CMPRO.
For more specific information on the functionality of the Contract Tracking Module go to Web Client Help.