You can automatically create a new subcontract change order when approving a pending change order.

1. Enter the PCO general information.
   1. Open the PM Pending Change Orders form.
   2. Use the Project, PCO Type, and PCO fields to either create a new pending change order or select an existing one.
   3. Select the SL check box on the Info tab (upper portion of the form).
   4. In the Pricing Method field, select the pricing method of the subcontract.
2. Add the subcontract to the pending change order.
   1. Select the Add PCO Items button.
      The PM PCO Add Items form opens.
   2. In the PCO Item field, either press F4 to select an existing item or leave the field blank to create a new PCO item.
      The PCO item field determines which PCO items the subcontract will be added to.
   3. Select the Vendor (SL) option.
      The lower portion of the form displays the subcontracts associated with the project. Only subcontracts that have been interfaced using the PM Interface form will display.
   4. Select a subcontract and click the Add Items button.
      A message displays notifying you that the subcontract has been added to the PCO.
   5. Select the Close button when complete.
      The PM PCO Items form closes.
3. Enter the PCO item information.
   1. Create a new PCO item in the lower portion of the form.
   2. In the Contract Item field, select a contract. .
      Note: You must associated the PCO item with a contract before it can be approved. You can also do this when approving the PCO item.
   3. If the contract is affected by the change order, enter that information in the Contract Impact section.
   4. Select the Estimate/Purchase Detail tab.
      The subcontract selected using the Add PCO Items button will display.
   5. Use the Purchase UM, Purchase Units, Purchase Unit Cost, ECM, and Purchase Amount fields to enter the subcontract change order information. Depending on the pricing method selected in the upper portion of the form, only some of these fields will display.
   6. Click Save.
4. Approve the PCO and create the subcontract change order.
   1. Select Tasks > Approve PCOs.
      The PM Approve PCOs form opens.
   2. Use the ACO field to add the pending change order items to an existing ACO or create a new ACO.
   3. Select the Create Sub/PO Change Orders upon PCO Approval checkbox.
   4. If you want the system to automatically approve the subcontract change order you create, select the Auto-Approve Sub/PO Change Orders checkbox.
      If you leave this checkbox unselected, you will have to manually approve the Subcontract Change Order via the PM Subcontract Change Orders form.
   5. Select the Approve button.
      A message displays when the PCO has been approved. If there are any errors, they will display on the PCO Items tab.
   6. Open the PCO Items tab and select the PCO items to approve. By default all items will be selected.
5. View the PCO.
   1. Open the PM Pending Change Orders form and then select the Estimate/Purchase Details tab.

      • The system assigns a SubCO and SubCO sequence number based on the selection in the Create single subcontract change order per vendor when generating ACOs box on the Subcontract Parameters tab of the PM Company Parameters form.

      • The SCO and original subcontract will now also display in the Related Items panel. Click the Related Items icon in the toolbar at the top of the form to view it.

6. View the subcontract change order
   1. Open the PM subcontract Change Orders form and select the SCO that the system automatically created.
   2. You can use the Create and Send feature to generate a SCO document and email it to a project contact.
   3. You can also click the Approve button to approve the SCO and then use the PM Interface form to interface it with accounting.
      Note: The SCO will already be approved if you selected the Approve related Sub/PO Change Orders checkbox on the PM Approve PCOs form when you were approving the PCO.