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

  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 WO.
  4. Optionally, update the Project or Prime Contract number.
  5. Select the Supplier / Subcontractor Company.
  6. 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.

  7. 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.
  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.

    The default value is today's date.

  11. Enter a Subject.
  12. Optionally, select the Supplier or Subcontractor Contact.
  13. Optionally, if you’re creating a subcontract, 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. Optionally, select Link Related Files to link the WO related files to the new transaction.
  17. Select Finish.