Register Contract Change Order
Explanation
Use this activity to capture a change requirement and create a contract change
order with the information that justifies the change to a contract or project.
The default value in the Status field is Preliminary. After the
general information has been captured, the next activity will be to decide if
this change should continue in the flow and be investigated or if it should
be canceled.
When a change type has been entered: Depending on the change source of the
change type selected, it is mandatory to enter values in the following fields:
- Change Source is Customer: enter Customer ID and
Sales Contract ID, optionally enter a Project ID. If the
Sales Contract setting for Contract Change Order Change Capturing Level
is Contract Items then enter a Revision No as
well.
- Change Source is Supplier: enter Supplier ID
and Sub Contract ID, optionally enter a Project ID. If the
Sub Contract setting for Contract Change Order Change Capturing Level is
Contract Items then enter a Revision No as well.
- Change Source is Project: enter Project ID.
Optionally, enter a reference number for the customer or supplier in the
Customer Reference or Supplier Reference fields respectively.
Note: Change Type and corresponding contract or project
information is mandatory to be able to set the status of the contract change
order to Analyzed.
Prerequisites
- A company should exist.
- If the Contract Change Order is created against a sub contract and should
be possible to view externally by a supplier, this supplier must be defined
as a business-to-business (B2B) supplier.
System Effects
- A contract change order is created in Preliminary status.
- Contract Change Orders created with Customer or Supplier Change
source get an additional tab as Contract Items if the
relevant Contract setting for Contract Change Order Change Capturing Level
is Contract Items.
- A history record is created and displayed in the
Contract Change Order/History tab.
- A Contract Change Order is visible by a B2B supplier if the B2B Status
of the Contract Change Order is set to Released.