Procedures

2:18

Create Customer Change Order (CCO) from Project Material tab

A Customer Change Order (CCO) is used for specifying Customer requested changes to the Material list 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 Item 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).
   2. Click OK to confirm. A new Quote 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
   4. Process Quote per normal process, or add a replacement item (see below)
3. For a substitution, complete the following steps:
   1. On the CCO Quote you created, click the EDIT icon
   2. On the Line Items tab > Find Products icon, locate the Item(s) to add
   3. When you have finished adding Items to the grid, click the SAVE icon.  The replacement item will display in the Line Items grid with the positive specified Quantity
4. 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.  When this has been done, the CCO Type Order will automatically be placed in CONFIRMED Status.  At this point, both Line Items on the Line Items tab will be in DATAENTRY Status.
6. Using the Order PROCESS icon, process the Order as usual.  The negative line on the Line Items tab will change to Status CCO and the positive line will remain in Status DATAENTRY.  Pick and Ship this line as usual.