Change Order (CO) to Procurement Wizard

  1. Click the 'Projects' icon on the left menu.
  2. Select the Project.
  3. On the Project menu, under Procurement, select Procurement Overview.
  4. Navigate to either the PO, Subcontract or SCO row in the Stats section.
  5. Click the 'Actions' button on the far right.
  6. Click 'Add From CO' option from the drop-down menu.
  7. Within the wizard's form, select the Project # and Prime Contract #
  8. Select the Supplier / Subcontractor Company.
  9. Select the type of transaction to be created: PO, Subcontract, or SCO. The latter will only be available if the vendor has already been issued a Subcontract.
  10. Check the COs to be included in the PO, Subcontract, or SCO.
  11. Click the 'Next' button at the bottom.
  12. The next available PO, Subcontract or SCO # will be set automatically but can be changed.
  13. Enter or select the Issue Date. The current date will be set as the default.
  14. Enter a Subject. Typically, the selected CO numbers would be listed in the Subject field (eg. CO # 002).
  15. Optional: Select the Supplier or Subcontractor Contact.
  16. Status will be set to Pending by default but can be changed aftewards unless Transaction Workflow applies.
  17. Enter or select the Status Date.
  18. Optional: Link the related uploaded CO files to the new transaction.
  19. Click the 'Finish' button at the bottom.