Add Object Connections to a Contract Change Order
Explanation
A project, sales contract, sub contract and some other objects can be
connected to a contract change order (CCO) as references. The most common
connections are to a project, sales or sub contract and they can be entered in
the CCO header. While the connections that are entered in the header are
validated when a new revision is activated, the others will be for reference
only.
Prerequisites
- A contract change order should exist.
- The company connected to the CCO should have change types defined.
- A relevant object that can be connected should exist.
System Effects
- The object is connected to the CCO according to the change type defined
for the company.
Window
Contract Change Order
Related Window Descriptions
Contract Change Order
Contract Change Order/Object Connections
Procedure
Use the following procedure to connect an existing project, sales or sub
contract to a CCO:
- On the Contract Change Order or
Contract Change Orders window, query for the
contract change order to find the record that you want to connect to a project.
- If the change source of the CCO has been selected as Project,
enter the project ID or select from the List of Values.
- If the change source of the CCO has been selected as Customer,
enter the sales contract number or select from the List of Values.
- If the change source of the CCO has been selected as Supplier,
enter the sub contract number or select from the List of Values. .
- Click Save.
Use the following procedure to connect projects,
contracts and additional objects to a CCO:
- Open the Contract Change Order window and query for the required analysis.
- Click the Object Connections tab and create a new record.
- In the Connect Object
dialog box select the required object from the Object list.
- Select the specific record from the table once all
the records related to the selected object are populated. Example: If you wish to
connect another project select Project from the Object list and then select
the specific project record from the table.
- Click OK.