Add a subcontract, purchase order (PO), or subcontract change order (SCO) from a work order (WO)
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Go to Projects and select the appropriate project in the Quick Select section.
- On the Project Home page, select PO, Subcontract, or SCO in the Procurement section.
- Select Actions > Add From WO.
- Optionally, update the Project or Prime Contract number.
- Select the Supplier / Subcontractor Company.
- Select the type of transaction to create: PO, Subcontract, or SCO.
The SCO option is only available if a subcontract has already been issued to the vendor.
- Select the WOs from the list to be merged into the new PO, subcontract, or SCO.The WO's actual cost rates will be used when creating the PO, subcontract, or SCO.
- Select Next.
- Optionally, update the PO #, Subcontract #, or SCO #.
By default, Sage Construction Management automatically assigns the next available PO, subcontract, or SCO number.
- Optionally, update the Issue Date.
The default value is today's date.
- Enter a Subject.
- Optionally, select the Supplier or Subcontractor Contact.
- Optionally, if you’re creating a subcontract, select the Subcontract Type.
- Optionally, update the Status.
The default value is Pending, but you can change it later, unless a transaction workflow is in place.
- Optionally, update the Status Date.
- Optionally, select Link Related Files to link the WO related files to the new transaction.
- Select Finish.