Job Management

Change Order Management - View/Approve Change Orders

To open the Change Order Management page:

  1. If change orders exist, you will see a Change Orders link on the home page in the Current Activity box.

  2. Click the Change Orders link. The Change Order Management page opens.

OR

  1. Click on the Jobs tab.

  2. In the Left Nav Bar, under Orders, click the Change Orders link. The Change Order Management page opens.

 

To view Change Order tasks:

  1. On the Change Order Management page, choose from the filters or leave the defaults.

  2. Click Show Tasks. The task list displays Line Item Changes with this icon next to them. (This section is only visible if line item changes exist.)

In the Line Item Changes section, you can:

  • Approve a line item and send a notification to the supplier.

OR

  • Approve a line item without sending a notification to the supplier.

 

  1. In the Vendor Changes section, you will see two rows--one with a cancelled PO and one with the new PO. The cancelled PO will be shown with a red and the new PO will be represented with a blue . (This section is only visible if vendor changes exist.)

 

To approve Line Item or Supplier Changes:

  1. Check the appropriate box for each change order or leave the boxes blank to make no changes. (You can only check one box per order.)

  2. Click the Update button. The change orders you selected for approval will no longer appear on the order list.

If you chose to send a notification to a supplier, you will see this message:

1 message(s) sent.

 

  1. Approved tasks will be exported to the back-office system to trigger payment for the changed line items. The BuildPro and SupplyPro databases will be updated.

  2. If you chose to send a notification to the supplier, a SupplyPro supplier will receive a Change Request alert in SupplyPro. A non-SupplyPro supplier will receive a fax or email, depending on the supplier’s e-destination.

 

 

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