Creating an allowance

After you create a contract with lines, you can create allowances at either the header or the line level. You can create allowances for contracts that have a selected Contract Type and Service set as the Purchase Type.

  1. Select Manage Contracts.
  2. Open a contract record.
  3. On the Change Orders And Allowances tab, open a change order record.
  4. Click the Lines For Change Order tab.
  5. Select a change order line and click Create New Allowance.
  6. Specify this information:
    Allowance
    Specify a name for the allowance.
    Allowance Description
    Provide a description.
    Allowance Amount
    Specify the allowance amount.
    Allowance Percent Of Max Amount
    Specify an allowance amount as a percentage of the line maximum amount.
    Description
    Provide a reason for the change order allowance.
    Change Reason
    Specify a reason for the change order.
    Document
    Attach a document that contains additional allowance details.
  7. Click Save.