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.