Change orders - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

You can use the SM.40.04 COR Workload screen to create change orders (COs) based on change order requests (CORs) that have been approved and released.

Project defaults

In order to be able to create line items with idents for each of the selected CORs, the following project defaults must be set:

• ZP_CORPART

• ZP_COR_ITY

• ZX_QTY

• ZX_WEIGHT

SOW numbers

When creating the line items, the tag numbers (SOW numbers) are generated as follows:

First, the COR number is used for the SOW number. If the SOW number is not unique within the project, the internal ID of the new supplement of the agreement is added. If the SOW number is still not unique, a serial number is added until the SOW number becomes unique.

Example:

COR number (RS-COR-005) + internal agreement ID (26902) + serial number (1) = RS-COR-005-26902-1

Create a change order

1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.40 Change Management.

2. Double-click SM.40.04 COR Workload.

3. Select CORs, and click Create CO.

   • You must select at least one COR.

   • If you select more than one COR, they all must have the same agreement and the same buyer.

   • In addition, the Assign Comp and CO Comp check boxes must not be set.

• During the CO creation process, the software creates line items, with one line item for each COR.

• After the change order (CO) is created, the Assign Comp check box is set. It is not possible to change the Buyer value at this point.

• If the CO is based on more than one COR, the short description of the change order is set to Incorporate CORs and the long description to Incorporate Change Order Requests. If the CO is based on just one COR, the CO descriptions are copied from the COR descriptions. If there are no COR descriptions, the software sets the CO descriptions to Generated from COR and Generated from Change Order Request + COR number.

Enter change order details

1. In the menu tree, navigate to Smart Materials > MSCM > P.50 Agreements (Orders/Subcontracts).

2. Double-click P.50.01 Agreements.

3. Query for an agreement.

4. Select an agreement of type CO (Change Order), and double-click in the Agreement Number field to call P.50.07 Maintain Agreements.

5. Select the Change Order Details tab.

6. Enter the details for the change order.

   If you select the Bond Increase Required check box, you must enter a value in the Amount Required box; otherwise, you cannot save the changes.