Add Related Sub Orders

Explanation

Use this activity to add related contract change orders to one main contract change order. Connecting change orders can be relevant when several change orders are related to each other. E.g. a requirement for a change on a sales contract may cause the need to make changes to a related sub contract or a project. By connecting the related change orders, it is possible to get an overview of the total impact of the change.

Cost and revenue values from the related change orders are displayed per cost/revenue element in the Impact/Financial - Total Sub Orders tab. A change order can only be connected as a related sub order to one other change order. A change order which has related change orders acts as a parent change order, and can in turn not be a sub order to another change order. 

Prerequisites

• A contract change order should exist.
• The contract change order should not already be connected to another parent contract change order.

System Effects

• Financial information (agreed/requested/expected cost and revenue values) from the related sub orders is displayed in the Impact/Financial - Total Sub Orders tab.
• The total financial impact (summarized agreed/requested/expected cost and revenue values) from the related sub orders is displayed in the Impact/Financial - This Order tab.

Window

Contract Change Order

Related Window Descriptions

Contract Change Order/Related Sub Orders
Contract Change Order/Impact/Financial - Total Sub Orders
Contract Change Order/Impact/Financial - This Order

Procedure

1. Open the Contract Change Order window.
2. Select the Related Sub Orders tab and create a new record (F5).
3. Use the List of Values in the Change Order Sequence field and select or query for a Contract Change Order.
4. Save.
5. Repeated step 3 - 4 to add more related contract change orders.
6. Optionally, go to the Impact/Financial - Total Sub Orders tab to view the financial impact from all related change orders. Note the summarized fields for Agreed, Requested and Expected Cost and Revenues from the related sub orders.
7. Optionally, go to the Impact/Financial - This Order tab to view the total financial impact, both from the current change order and the related sub orders. Note the summarized fields for Agreed, Requested and Expected Cost and Revenues for this order and the related sub orders. A value for Profit and Margin is calculated if there are values in either the Revenue This Order and Revenue Sub Orders fields, or Cost This Order and Cost Sub Orders fields.