Example Scenario: Non-Billable Changes Impacting Vendors
What if a change involves subcontractors and suppliers? While we can create a Subcontract CO or a Purchase Order CO manually, we can also leverage the items entered on the pending change order.
During the change workflow, you can create subcontract change orders (SCOs) and PO change orders (POCOs) in two ways:
- Automatically when the pending CO is approved - When a pending change order is approved, the system will automatically create subcontract change orders (SCOs) and PO change orders (POCOs) using the detail entered using the Estimate/Purchase Details tab of the PM Pending Change Orders form. For example if a vendor, subcontract, subcontract item, and purchase information is entered on a PCO, the system will automatically create a subcontract change order when the PCO is approved.
- Manually before approving the pending CO - From the PM Pending Change Orders form, enter a vendor, subcontract/PO, subcontract/PO item number, and purchase information on the Estimate/Purchase Details tab, and then select PO Change Orders. This will create a subcontract change order (SCO) or PO change order (POCO) using the detail already entered on the pending change order. , or
The processes below are also covered in the slides that outline most of the PCO processes. Click here for more information.