Adding lines to change orders

  1. Select Manage Contracts.
  2. Open a contract record.
  3. On the Change Orders And Allowances tab, open a change order record.
  4. On the Change Order Detail tab, click Create New Line.
  5. On contracts that have Service set as the Purchase Type, specify this information:
    Description
    Provide a description for the item.
    Change Reason
    Specify a reason for the change order.
    Amount
    Specify the item cost.
    Quantity
    Specify a quantity.
    UOM
    Select a unit of measure for the item.
    Line Description
    Provide a description.
    Service Code
    Select a service code for the contract line:
    • Not Service Item

      This is the default code for Itemmast and Special item types.

    • Amount

      This value is used for Service item types.

    • Quantity

      This is the default code for Service item type.

    Document
    Attach a document that contains additional item details.
  6. On contracts that have a Purchase Type other than Service, specify this information:
    Item
    Select an item to designate for purchasing and invoicing.
    Item Description
    Provide a description for the item.
    Item Type
    Select an item type for the contract line.
    • Itemmast

      If the item is set up and defined in Inventory Control, then this is the default.

      If you select this option, then the Service Code field must be set to Not Service Item.

    • Service

      This is the default item type for service contracts. If the item is not defined in the item master list, then you cannot select Itemmast.

    • Special

      The item exists but is not yet defined in the item master. This is the default item type.

    Amount
    Specify the item cost.
    UOM
    Select a unit of measure for the item.
    Line Description
    Provide a description for the line.
    Vendor Item
    Specify the vendor item if the item type is set to Itemmast or Special.
    Vendor Item Description
    Provide a description for the vendor item.
    Manufacturer Code
    Select a manufacturer code if one is required for items on a contract line.
    Manufacturer Number
    Specify a manufacturer number if one is required for items on a contract line.
    Lifetime Maximum Amount
    Specify a lifetime maximum amount. For non-service contracts, this value is compared to total amounts purchased against lines. On service contracts, this value indicates the total amount that can be invoiced against a contract.
    Lifetime Maximum Quantity
    Specify a lifetime maximum quantity. For non-service contracts, this value is compared to purchase order quantities. On service contracts, this value indicates the maximum total quantity that can be invoiced against a contract.
    Change Reason
    Specify a reason for the change order.
    Document
    Attach a document that contains additional item details.
  7. Click Submit.