Procedures

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Initiate Customer Change Order (CCO) v23.01

A Customer Change Order (CCO) is used for specifying Customer requested changes to the Material list such as a substitution, addition, or removal of one or more Items within an original Order that is linked to a Project.  Since such a Change Order potentially affects the Project Revenue and Cost, you must initiate the change as a Quote and seek the Customer’s approval before converting it to a Q360 Order

To create a CCO for removal or substitution

1. Open the Project and click the Material tab
2. To remove Items, complete the following steps:
   1. Highlight the Items you want to remove, then click the Material grid Extended Menu, and select Create CCO Quote for Selected Item(s).  Alternatively, you could select Add selected Item(s) to Existing CCO Quote, if one exists in DATAENTRY status
   2. Click OK to confirm. A new Order record displays with the Order Type of CCO
   3. Click the Line Items tab. The selected Items in the Material tab of the Project record display with a negative amount in the Qty column.  This is because the Items are being removed from the Project Materials
3. For a substitution, complete the following steps:
   1. On the CCO, click the Edit icon
   2. On the Line Items tab > Find Products sub tab, locate the Items to add
   3. Click the Add to Quote button.  The Item will display in the Line Items grid with the positive specified Quantity
4. Click the Save icon. The Subtotal and Item pricing is preserved since this is a CCO with impact to Revenue
5. Process the CCO Quote as you would a regular Quote requiring Customer approval before converting to an Order

To create a CCO addition only

1. Open the Project and click the Orders / Invoices tab
2. Click the Orders grid Extended Menu and select Create CCO Quote.  A new Quote record displays with the Order Type of CCO
3. On the Line Items tab > Find Products sub tab, find the Items to add and select Add to Quote.  The Item will display in the Line Items grid with the positive specified Quantity
4. Click the Save icon. The Subtotal and Item pricing is preserved since this is a CCO with impact to Revenue
5. Process the CCO Quote as you would a regular Quote requiring Customer approval before converting to an Order that can be fulfilled