Add a subcontract, purchase order (PO), or subcontract change order (SCO) from a change order (CO)

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

2. On the Project Home page, select PO, Subcontract, or SCO in the Procurement section.

3. Select Actions > Add From CO.
4. Optionally, update the Project or Prime Contract number.
5. Select the Supplier / Subcontractor Company.
6. Select the type of transaction to be created, PO, Subcontract, or SCO.

   The SCO option is only available if a subcontract has already been issued to the vendor.

7. Select the change orders from the list to be included in the PO, Subcontract, or SCO.
8. Select Next.
9. Optionally, update the PO, Subcontract, or SCO #.

   By default, Sage Construction Management automatically assigns the next available PO, subcontract, or SCO number.

10. Optionally, update the Issue Date as needed.

    The default value is today's date.

11. Enter a Subject.
12. Optionally, select the Supplier or Subcontractor Contact.
13. If you are creating a subcontract, optionally, select the Subcontract Type.
14. Optionally, update the Status.

    The default value is Pending, but you can change it later, unless a transaction workflow is in place.

15. Optionally, update the Status Date.
16. To use the default AP tax code, keep the corresponding option selected.
17. Optionally, select Link Related Files to link the CO related files to the new transaction.
18. Select Finish.