Add Items to a PO Change Order from a PCO

You can add items to a PO change order using the detail that you have already entered on a pending change order (PCO). You can add these new items to either an existing POCO, or a new one.

To use this feature, the following must be true:

  • The pending change order is not approved

  • The pending change order detail is associated with a material cost type.

  • The pending change order detail is associated with the same PO that is selected in the Purchase Order field on the PM PO Change Orders form.

  • The pending change order detail is not associated with another PO change order.

  1. From the main menu, go to Project Management > Programs > PM PO Change Orders.
  2. Select an existing PO change order or create a new one and complete the Project, Purchase Order, and PO Change Order fields.
  3. Enter general information about the PO change order using the fields on the Info tab.
  4. Select Tasks > Add Items from PCO Detail.
    The PM Add Records form displays.
  5. From the list, select the PCO detail items to use to create new PO change order items. Each item that you select will create a new item on the PO change order.
    Note: If you do not see any items in the list, it is likely that there are no pending change order items that meet the requirements stated in the Before you begin section above.
  6. Click OK. This will close the form and create the new items on the PO change order
The PM Add Records form closes and the selected pending change order items are added as new items on the PO change order.
Note: You can open the PM Pending Change Orders form and view the PO change order that is now associated with the detail using the PO Change Order and PO Change Order Sequence fields on the Estimate / Purchase Details tab.