Task Order

The Task Order Setup is designed for the creation of a single task order. The Task Order component only allows a single record. This is the only required component for the transaction. The others can be made required with the Transaction Component Requirements page.

The Task Order Inference section of data is separate from the other sections in that it does not update the Task Order (TASKORD) page but updates the Task Order Inference (TOINF) page. The inference page is used when the Task Order is tied to a Program for reporting reasons, using Streamlined Task Order Billing, or common reimbursement billing.

The Task Order component has the same fields as the Task Order and Task Order Inference pages except for one additional field:

Field Name	Description
Auto Generate Funding Profile ID	The field automatically generates a Funding Profile ID upon validate or submit, assigning the next available Funding Profile ID when creating a new Funding Profile record. The first Funding Profile ID must be manually created for a Department and Major Program before the next one can be automatically numbered. The system determines the next Funding Profile ID as follows: If the maximum existing Funding Profile ID is numeric, it increments the value by 1 and inserts it. Example: If the maximum value is 0001, the new Funding Profile record will be (0001 + 1 = 0002). If the maximum Funding Profile ID is not numeric, the system starts with the count of existing funding profiles records. Example: If the count of Funding Profile records is 100, the system first checks whether the combination of the entered Department, Major Program, and Funding Profile ID (100 + 1 = 101) already exists. If the combination is already present, the system increments the value again (101 + 1 = 102) and checks for the combination. This process continues, incrementing the ID each time, until a combination is found that does not exist in the table. Once a unique combination is determined, the system inserts the new Funding Profile record. It is strongly recommended that automatic numbering is always used after the initial record is created as the transaction does not see 1, 02, 003 as consecutive numbers. When automatic numbering is desired and a Configurable Formula is used to make the field always default to Yes, then the 1st profile must be created directly on the Funding Profile reference page. Protecting the Funding Profile field on the Task Order Setup is recommended as the transaction cannot be used to update existing task order records.

Field Name

Description

Auto Generate Funding Profile ID

The field automatically generates a Funding Profile ID upon validate or submit, assigning the next available Funding Profile ID when creating a new Funding Profile record. The first Funding Profile ID must be manually created for a Department and Major Program before the next one can be automatically numbered.

The system determines the next Funding Profile ID as follows:

If the maximum existing Funding Profile ID is numeric, it increments the value by 1 and inserts it. Example: If the maximum value is 0001, the new Funding Profile record will be (0001 + 1 = 0002).
If the maximum Funding Profile ID is not numeric, the system starts with the count of existing funding profiles records. Example: If the count of Funding Profile records is 100, the system first checks whether the combination of the entered Department, Major Program, and Funding Profile ID (100 + 1 = 101) already exists. If the combination is already present, the system increments the value again (101 + 1 = 102) and checks for the combination. This process continues, incrementing the ID each time, until a combination is found that does not exist in the table. Once a unique combination is determined, the system inserts the new Funding Profile record.

It is strongly recommended that automatic numbering is always used after the initial record is created as the transaction does not see 1, 02, 003 as consecutive numbers.

When automatic numbering is desired and a Configurable Formula is used to make the field always default to Yes, then the 1st profile must be created directly on the Funding Profile reference page. Protecting the Funding Profile field on the Task Order Setup is recommended as the transaction cannot be used to update existing task order records.