Change order requests - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.1

A change order request (COR) is a record that defines and authorizes or rejects a change. A COR is sometimes referred to (or is the equivalent of) a field change order.

You can view change order requests (CORs) on SM.40.02 Change Order Requests. Some important points to remember about change order requests:

  • COR numbers cannot be changed manually.

  • A COR number is unique within an agreement. You can have several CORs with the same COR number but different agreements.

  • If a COR is rejected in the approval process, the status of the COR is not automatically rejected. In order to reject it, you must select the Rejected check box on SM.40.02 Change Order Requests and specify a further action: proceed with work or do not proceed with work.

  • You cannot add a new price breakdown item on SM.40.02 if it already exists in the supplements of the agreement, or on the Schedule of Values tab on SM.20.11.

  • You can specify an agreement number as part of the COR number used during COR number generation.

  • You can decrement subcontract cost and schedule on P.50.07 Maintain Agreements by entering negative values in the Material Total, Labor Total, Construction Equipment Total, Consumables Total, and Others Total fields. After assigning the COR to the agreement, you must adjust and remove the negative values on P.50.07 Maintain Agreements (Line Items and Schedule of Values tabs). Otherwise, you will not be able to approve the agreement or leave the screen.

    We strongly recommend NOT to delete the line items with negative values. If you do, the COR will be available again on SM.40.04 COR Workload to create another CO. Just leave the line items with 0 values instead of negative values.

  • You can run the SM.40.R.02 report to view details about change order requests such as price breakdown, labor hours, and submitted, approved, and rejected data.

  • Only users with the ADMIN SUBCONTRACT privilege can be used as contractors.

  • A subcontractor cannot see the PCO fields on SM.40.02 Change Order Requests.

SHARED Tip In some situations, you might want to control agreement changes over the COR, but the subcontractor does not use the E-Supplier functionality. In this case, you as the contractor can create and handle the CORs on behalf of the subcontractor.