Task Order

The programmatic chart of account element of Task Order has the capability of being more than just a reporting element for job related activities such as work orders that are separate from any grant or project. However, the element can be used in conjunction with a grant or project for tracking. Of note, attachment capability exists at the Task Order to record any information necessary.

The Task Order element is also used when integrating CGI Advantage Financial with Maximo. Maximo provides a Work Order tracking module that when implemented will integrate Maximo Work Orders over to Advantage as Task Orders. Cost Accounting supports the ability to integrate miscellaneous charges back to Maximo (for example, Labor Charges or Journal Voucher correction). The Accounting Integration Parameter (ACTGINT) page is used to define what additional records need to be sent to Maximo to record miscellaneous cost against a Task Order.

Task Order Buyer Line – This related page link transitions you to the Task Order Buyer Line reference page to add, update or review setup for a Task Order being billed.
Task Order Inferences - This related page link transitions you to the Task Oder Inference reference page to add, update or review information for the inference of a Program and possibly Phase to facilitate billing.

Beyond the chart-of-account fields present (see the Chart of Accounts User Guide) and those fields already discussed under Funding Line or Program, there a few fields unique to Task Order.

Field Name	Description
Major Program Program Phase	For those Task Orders that will be used for reimbursement billing, the Program field must be completed at a minimum with Phase being optional. Major Program will infer from the selected Program.
Source System	An indication whether the Task Order originated in Advantage or Maximo. When set to Maximo, updates to the task order record cannot be made within Advantage and must be made in Maximo.
External Site ID	Identifies the site associated with the external application being integrated with Advantage.
Reimbursement Seller Line COA	When a Task Order is used with the Streamlined Task Order Billing feature of Cost Accounting, the COA specified here are similar to the Reimbursement COA for a Funding Line in that they overlay or fill in the COA from the selected expenditure being reimbursed.
Actual Field Work Start Date Actual Field Work End Date	A pair of optional dates for reporting on a Task Order intended to capture the day work started and ended.
Draft Report Date Final Report Issue Date	An optional pair of dates with the intended use of capturing information on any type of report that is required for a Task Order.
Audit Start Date Audit End Date	An optional pair of dates with the intended use of capturing information on any type of audit that must be performed for a Task Order upon completion.
Control From Control To	When the need exists to control certain accounting events for a Task Order (not using the Effective From and Effective To dates), these two dates exist for that control as well as a Task Order Control Date Editing indication on Event Type (ETYP). All three have to be made visible and completed in order to use. If the Control Dates are blank for a Task Order, then there is no accounting control.
Originating Department Originating Program	When using Streamlined Task Order Billing, if there is a need to capture the ‘parent’ department and program that a task order is ultimately billing, these two fields can be made visible to capture that information. They could also be used to capture the same details for a program that was started originally but has since been passed on to a subsequent program.
Reporting 1 - 6	These six fields are initially hidden but can be made visible and likely relabeled to capture any necessary information about a task order. There are no edits delivered with these fields, however they can be made required to ensure the necessary reporting need.
CAP Rate Indicator	This CVL field with values of None, Rate Set 1, Rate Set 2, Rate Set 3, and Rate Set 4 is initially hidden, but should be made visible if using task orders with the Overhead Calculation Process using Internal Costing.
Direct / Indirect	This CVL field is read and updated to Internal Costing Journal records created for a Task order.