Add PCO Items to a Subcontract Change Order

You can create subcontract change order items using the detail that you have already entered on a pending change order.

PCO detail is added to a pending change order using the Estimate / Purchase Details tab in PM Pending Change Orders form. You can add PCO detail to a subcontract change order only if the following is true:

  • The pending change order with the detail is not approved.

  • The detail items on the Estimate/Purchase Details tab of the PM Pending Change Orders form are associated with a subcontract cost type. Cost types are set up as subcontract cost types using the Subcontract Parameters tab on the PM Company Parameters form.

  • The detail items on the Estimate/Purchase Details tab of PM Pending Change Orders are associated with the same subcontract that is selected in the Subcontract field on the PM Subcontract Change Orders form.

  • The detail items on the Estimate/Purchase Details tab of PM Pending Change Orders are not associated with another subcontract change order.

To create subcontract change order items from PCO detail:

  1. Open the PM Subcontract Change Orders form.
  2. Create a new subcontract change order or select an existing one.
  3. From the toolbar, select Tasks > Add Items from the PCO Detail.
    The PM Add Records form displays.
  4. Select the PCO detail items to add to the subcontract change order. Each item you select creates a new item on the subcontract change order. Any notes added to the subcontract change using the Notes field on the Estimate / Purchase Details tab of the PM Pending Change Orders form are added to the Notes tab in the lower portion of the PM Subcontract Change Orders form.
  5. Select OK.
The PM Add Records form closes and the new items display on the PM Subcontract Change Orders form.