Adding a Subcontract Change Order (SCO) Manually

Data Entry Steps to Create SCO Header

  1. Click the 'Projects' icon on the left menu.
  2. Select the Project
  3. On the Projects menu, under Procurement, select SCOs.
  4. Click the 'Actions' button on the far right.
  5. Click 'Add Manually' option from the drop-down menu.
  6. In the data entry form, the Project # should be selected already but can be changed.
  7. Select the Prime Contract # from the drop-down list.
  8. Optional: Select the CO # or WO # Reference.
  9. Select the Subcontract # from the drop-down list. This should automatcially set the next SCO Order #, SCO #, and companies/contacts.
  10. General SCO Informaton Section:
    Required Fields:
    • Issue Date
    • SCO Order #  Important: The SCO Order # will determine previous SCO amounts.
    • SCO #
    • SCO Subject
    Optional Fields:
    • Initiated By
    • Status (If Workflow is turned on and a SCO Workflow Rule exists then Status will be disabled otherwise it is enabled.)
    • Status Date
  11. Subcontractor Company Information Section:
    Required Fields:
    • Company  (Disabled and is automatically set when Subcontract # has been selected above.)
    • Company Address
    Optional Fields:
    • Contact
  12. Prime Contractor Company Information Section: Required Fields:
    • Company  (Disabled and is automatically set when Prime Contract # has been selected above.)
    • Company Address
    Optional Fields:
    • Contact
  13. Enter the Work Scope.
  14. Optional References:
    • Drawing
    • Location
    • RFI #
    • Spec Section
    • Other
  15. Scheduling Impact Section (Optional):
    • To Be Determined Later  (Check this field if a scheduling delay can not be determined yet.)
    • Days  (Enter the number of work days that will be added (+) or removed (-) from the subcontractor's schedule do to this SCO. If 'To Be Determined Later' is checked then leave it at zero.)

Setting Default Values for SCO Items (Optional)

Default selections for job cost code and tax code can be specified above the grid and will be used when the corresponding grid entries are left blank.

Adding SCO Items Manually

  1. Navigate to the 'SCO Line Items' section.
  2. Enter the Item # (sort order), Item Description, Quantity, Unit of Measure, Unit Price. If the subcontract type is "unit price" and this is a new billing item, quantity would represent the estimated project quantity.
  3. Job Cost Code: Use Default Selection in header section or select a specific cost code in the grid row.
  4. Optional Tax Code: Use Default Selection in header section or select a specific tax code in the grid row.
  5. Repeat the steps above for any additional items.
  6. Click the 'Save' or 'Save and New' button at the bottom.

Importing SCO Items (Optional)