Creating change orders

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

Note: By default, one change order is created per addendum or amendment of the contract. If multiple change orders are required, the Allow Multiple Change Orders Per Amendment Or Addendum check box must be selected on the contract classification. Each change order is then associated with a new version of the contract.
  1. Sign in as Contract Manager and select Manage Contracts.
  2. Open a contract record.
  3. On the Change Orders And Allowances tab, 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. The default value is taken from the Contract Addendum Or Amendment When Change Order Is Created field in the contract classification.
    Document
    Attach a document that details the change order.
  5. Click Submit.
  6. Optionally, on the Change Order tab, specify this information:
    New Effective Date
    Specify a date to replace the current effective date of the contract.
    New Expiration Date
    Specify a date to replace the current expiration date of the contract.
    New Review Date
    Specify a date to replace the current review date of the contract.
    Line Update Option For New Dates
    Select an option to update the dates on the contract lines:
    • Update If Current Date Same As Header Date: If the current date on the line is the same as the header date, the line date is updated.
    • Update All: Update all of the dates on the contract lines.
    • Do Not Update: Retain the current dates on the contract lines.
    Approver
    If an employee is assigned as the default approver for change orders, that employee is automatically selected in this field. Otherwise, select an approver for the change order.

    See the Supply Management Setup and Administration Guide.

    If an approver is selected, the approval process is applied when the change order is submitted.

    See Actions for submitted change orders.

  7. On the Lines For Change Order tab, update contract lines and create allowances.

    See Updating a line and Creating an allowance.

  8. On the Change Order Detail tab, create new lines and lines with allowances, and draw down allowances.

    See these topics:

  9. On the Add Contacts tab, create new contacts for the contract.

    See Adding contacts to contracts.

  10. On the Add Comments tab, create new contract comments.

    See Adding comments to contracts.

  11. On the Add Attachments tab, add attachments to the contract.
  12. Click Save.

    After the change order is created, the new version of the contract is directly associated with the change order.