Create a purchase order change order (PO CO) from an approved PO

1. Go to Projects and select the appropriate project in the Quick Select section.

2. On the Project Home page, select POs in the Procurement section.

3. Select the appropriate approved PO from the list.

4. Select Actions > Create PO CO for PO.

   In the PO To PO CO Wizard page, the Project, Prime Contract, Supplier Company, and PO fields will be pre-filled based on the selected PO.

5. Optionally, in the PO Lines section, select the PO items that have a change to be included in the PO CO and enter the Quantity.

6. Optionally, update the PO CO # and the Order Number as needed.

   Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.

7. Optionally, update the Issue Date and Subject as needed.

   By default, the issue date is set to today's date and the subject is set to the selected PO's subject.

8. Optionally, select the PO CO Type.

9. Update the Status, if needed.

   By default the status is set to Pending.

10. Optionally, select Link Related PO Files.

11. Select Finish.