How do I create a Change Order (CO)?

A Change Order (CO) is a grouping of one or more directives or Change Requests (CRs). You must therefore create one or more CRs before you can create a CO.

✏️Note 1: It is possible that the configuration of your Aidi environment allows COs to be created without first creating a change request.

✏️Note 2: You will only be able to create a CO if a purchase order with Approved status exists. You can't modify a contract that doesn't exist!

See the section Create Contractual Changes in the Aidi Quick Start Guide for details of how to create CRs and COs.

💡Tip: You can easily duplicate a change request by clicking on the Duplicate button in the top right-hand corner. This allows you to copy all the information from the CR to create a new one. You'll need to give it a new reference, specify costs and causes.

Before creating a CO, the associated change request(s) (CR) must be approved. CRs can be associated with a single CO. 

When the change order is approved, the purchase order is automatically amended with your CO.

The impact on the purchase order is as follows:

• Purchase order number increment. Purchase order No. BC-0005, for example, becomes BC-0005.1. At 2nd CO, it becomes BC-0005.2 etc.
• Increase of purchase order total with CO amount.