Create Schedule of Work Change Order
Explanation
This activity is used to create a Schedule of Work Change Order from an existing Schedule of Work version. This
is activated once the Schedule of Work is Approved or in Work
Started status, and Change Order is enabled in Change
Control Settings.
A Change Order can be created using the Create Change Order command:
- When creating a Change Order with an existing Sales Contract Change Order, the Change Order Number needs to
be selected to create your SOW Change Order.
- When creating a Change Order with a new Sales Contract Change Order, the Destination Sales Contract, Change
Order Name, and Change Type of your new Sales Contract Change Order need to be specified.
- When creating a Change Order with an existing Project Contract Change Order, the Change Order Number needs to
be selected to create your SOW Change Order.
- When creating a Change Order with a new Project Contract Change Order, the Change Order Name and Change Type
of your new Project Contract Change Order need to be specified.
Prerequisites
- The Schedule of Work should be in Approved or in Work
Started status.
- Change Order should be enabled in Change Control
Settings.
- SOW Change Types should be defined in the Schedule of Work Change Types
page.
System Effects
- Based on the selected Schedule of Work information, a Schedule of Work Change Order is created.
- The created Schedule of Work Change Order can be viewed in the Schedule of Work Change Order
Overview and Detail pages.
- When a Schedule of Work Change Order is created with a new Sales Contract Change Order or Project Contract
Change Order, the corresponding Contract Change Order will also be created.