Create New CO

Explanation

Use the Create New CO menu option to create a new CO. You can create a new CO in Change Orders, or you can create a new CO from one or more CRs.

Prerequisites

If you are to create a new CO from one or more CRs, the CRs must exist in Change Requests, and none of them can be connected to an existing CO.

System Effects

A new CO is created.

Window

Change Requests
Change Orders

Related Window Descriptions

Change Requests
Change Orders

Procedure

To automatically create a new CO, including the connection to one or more CRs:

  1. In Change Requests, select the CRs you want to connect to the new CO.
  2. Select the menu option Create New CO.
  3. Enter the CO number in the dialog box or leave the field empty to have the system generate one.
  4. Enter the description of the CO in the dialog box.
  5. Click OK.

To create a new CO not connected to a CR:

  1. In Change Orders, create a new CO .
  2. Enter a CO number or leave the field empty to have the system generate one.
  3. Enter the CO description. The rest of the fields can be filled in now or later.
  4. Save the new CO.