Create Subcontract Change Orders
Once the status on a subcontract is set to Active, you will need to use Change Orders to make changes to the subcontract. To create a change order, use these steps:
Navigate to the Role Center > Subcontract > Subcontract Change Order List or from the Subcontract Card select Change Orders.
Tip
You cannot access Change Orders from the Subcontract Card until the Status on the subcontract is set to Active.
Select New
Click Yes to message: Do you want to create a new change order for Subcontract xxxxxx>
Change Description: Enter a description of the change order.
Change Order Date: Select the effective date of the change order.
Requested By: Select the User ID of who is requesting the change.
Reason: Enter a justification for the change order.
Category: Select a code from the list of change categories. These change categories are set up in Project Codes under CHGCATEGORY code. For more information see: Project Codes
Vendor Reference: Use this field to specify the vendor's reference number for the change, if one exists.
Scope/Nature of Change: Optionally use this field to add a description and scope of the change.
Approval fast tab: Add approvals to the change order by selecting a user number under Approver 1, Approver 2, or Approver 3.
Subcontract Change Order Details: Create the lines for the subcontract change order in one of two ways:
Click a blank line in the Subcontract Details section and add details.
Or select Manage > New Subcontract Line (which creates a new change order not related to the Detail Line on the Subcontract Card).
If you select New Subcontract Line, the Subcontract Line Card page displays, and you can then add the details for the new line and click OK to add changes.
To modify an existing line, select the Line No dropdown, and select the line you wish to modify, then select and modify any fields, as needed.
To add Comments or Attachments to the Change Order by selecting the menu items from the top of the Change Order page.
When changes are complete, click either Submit or Actions > Submit to submit the change order for approval.
Click Yes to message Do you want to submit the change order X?