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Creating a Change Order from a Quote

Proliance enables you to create a revenue change order from a quote. In the new change order, any currency values taken from the quote's line items are converted to the contract currency and adjusted according to the contract currency precision.

Before you can create a revenue change order from a quote, ensure that:

A contract is already created for this change order.
The quote is in the Reviewed state.
If you need to create an expense change order, ensure that the Awarding Company of the quote is the same as the Managing Company of the workspace. Otherwise, you can only create revenue change orders. A quote's awarding company is set in the Linked Information section on the Quote - Main page. A workspace's managing company is set in the Managing Company section of the Workspace Properties - Main page .

To create a change order from a quote

Open the Quotes register.
Select the quote to open
Click Options > Apply to New Document.

The Apply to New Document dialog appears.

Select Revenue Change Order from the drop-down list.
Select a template to create the change order from, then click then OK.

A blank change order appears. Some information may already be filled in, depending on the template used.

In the Title field, type a title for the change order.
If you are performing a workflow action on the change order, complete the information required for this action. For more information, see "Change Order Workflow Actions" for a list of preconditions for a specific action.
Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

Click Save when done.

Proliance saves the change order.

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