Advanced Search Advanced Search Select Purchase Order # to open Change Orders Tab The Change Order is initiated from the Change Orders tab. The Click Change Orders Tab option to Create Change Order will only be available when the PO Select Create Change Order is in to Send’ or status. ‘Ready ‘Sent’ Change Order > General Tab After selecting Create Change Order, the Change Order document Contract Executed Date Add Today’s Date – opens to the Items tab. Select General Tab to work your way Save & Continue on the bottom of the General through the document. Tab If any custom fields (detailed in Appendix C Custom Columns) are – modified, it is recommended to note the fields that are changed. This will be useful when updating the Change Order Summary screen. Change Order > Items Tab Item information can be modified via Change Order. To edit the No Action, briefly review item, select the bold Item # to open and edit. Change > Subcontractors Subcontractors can be modified or added via Change Order. No Action, briefly review Change Order > Attachments Attachments can be added via Change Order. In the example, an Select Add File attachment will be added to attach the Contract’. Select Chose File and search your computer for ‘Executed a file After adding an Attachment, the BP user will need to determine Select Save & Exit whether the following should be selected. The Form to Process list will help inform the selection. Show Vendor Confidential The checkboxes are intended to be used together. If you select Show to Vendor and Confidential, the Attachment will be displayed to the Vendor but NOT the general public. If you select only Show to Vendor, the attachment is viewable by the Vendor AND the general public.
Advanced Search Advanced Search Select Purchase Order # to open Change Orders Tab The Change Order is initiated from the Change Orders tab. The option to Create Change Order will only be available when the PO is in ‘Ready to Send’ or ‘Sent’ status. Click Change Orders Tab Select Create Change Order Change Order > General Tab After selecting Create Change Order, the Change Order document opens to the Items tab. Select General Tab to work your way through the document. If any custom fields (detailed in Appendix C – Custom Columns) are modified, it is recommended to note the fields that are changed. This will be useful when updating the Change Order Summary screen. Contract Executed Date – Add Today’s Date Save & Continue on the bottom of the General Tab Change Order > Items Tab Item information can be modified via Change Order. To edit the item, select the bold Item # to open and edit. No Action, briefly review Change > Subcontractors Subcontractors can be modified or added via Change Order. No Action, briefly review Change Order > Attachments Attachments can be added via Change Order. In the example, an attachment will be added to attach the ‘Executed Contract’. After adding an Attachment, the BP user will need to determine whether the following should be selected. The Form to Process list will help inform the selection. Show Vendor Confidential The checkboxes are intended to be used together. If you select Show to Vendor and Confidential, the Attachment will be displayed to the Vendor but NOT the general public. If you select only Show to Vendor, the attachment is viewable by the Vendor AND the general public. Select Add File Select Chose File and search your computer for a file Select Save & Exit
2%20Instructor%20Guide%20RFP%20Farm%20Lease%20and%20Concession%20112316.docx