Creating change orders

To create change orders on a contract, the Allow Change Orders check box must be selected when a contract is created.

  1. Sign in as Requester.
  2. Select Contract Proposals And Change Orders > Create A Change Order.
  3. Select a contract record and click Create Change Order.
  4. Specify this information:
    Title
    Specify a title.
    Number
    Specify a number for the change order.
    Description
    Provide a description.
    Date
    Select a date.
    Addendum Or Amendment
    If the contract is active, select whether to create either an Addendum or an Amendment.
    Document
    Attach a document that details the change order.
  5. Click Submit.