Edit Subcontract Change Order (SCO)

Edit SCO Header Information

  1. At the SCO listing, click on the SCO # to view the details.
  2. Click the pencil icon to the right of Subcontract Change Order (SCO) Information.
  3. Edit the SCO header information as needed.
  4. Click 'Save and Close' or 'Save and New'.

Edit Existing SCO Line Items

  1. Within the SCO Details read-only form, scroll down to the 'SCO Line Items' section.
  2. Navigate to the SCO Line Item that needs to be modified.
  3. Click the Item # or Description link to view the details.
  4. Edit SCO Line Item information as needed.
  5. Click 'Save' or 'Save and New'.

Adding SCO Items Manually

  1. Within the SCO Details read-only form, scroll down to the 'SCO Line Items' section.
  2. Click the 'Add | Import Items' drop-down.
  3. Click 'Add Manual'. This will refresh the screen.
  4. 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.
  5. Job Cost Code: Use Default Selection in header section or select a specific cost code in the grid row.
  6. Optional Tax Code: Use Default Selection in header section or select a specific tax code in the grid row.
  7. Repeat the steps above for any additional items.
  8. Click the 'Save' or 'Save and New' button at the bottom.

Importing SCO Items (Optional)