Add Commitment Change Order

Updated 11 months ago by Customer Service

Change Orders can only be added for

· Approved or Closed Purchase Orders

· Approved, Complete, Terminated or Void Subcontracts

See Change or set the Commitment Change Order status for more information.

The following are the steps to adding a Commitment Change Order:

· Access the Commitment (the Subcontract or Purchase Order)

· Access the Invoices for the specific Commitment

· Add the Commitment Change Order

1) Select the Commitment that the Change Order is to be added to. See View or Edit an existing Commitment.

The View/Add/Edit a Subcontract or View/Add/Edit a Purchase Order form displays.

See View/Add/Edit Subcontract - Form Layout and Navigation for more information.

See View/Add/Edit Purchase Order - Form Layout and Navigation for more information.

2) From the navigation menu option on the form, click Change Orders.

A list form appears and any existing Change Orders displays.

See List of Change Orders for a specific Commitment - Layout and Navigation.

3) Click + New Change Order

OR

Right click on a Commitment and select New Change Order.

The View/Add/Edit a Commitment Change Order form appears.

Change or set the Commitment Change Order Status

View/Add/Edit a Commitment Change Order – General Information

Setup the Change Order Schedule of Values