The Workflow series – Converting a Change Request to a Subcontract Change Order

Miree Le Roy - Thursday, February 17, 2011

In the previous post, we looked at how workflows can assist you in taking the information from an issue and creating a change request or RFI . This post will look at one of the next steps in this process, which you may need if the change required has an effect on one of the subcontracts.

Due to feedback from our customers, we knew that users wanted a way to take information from a Change Request and create a Subcontract Change Order with it. To accomplish this, we developed the Subcontract Change Order Price Request section in the Change Request, which lets you send out a request to your subcontractor for a price on the work and materials for the change. This is a really handy feature already, even if you don’t end up using it to create Subcontract Change Orders.

Then, to create a Subcontract Change Order, users can create a workflow to take the information in the Subcontract Change Order Price Request and create a Subcontract Change Order with it, using the particular subcontract and subcontractor you requested the price for the change from. Simply set the workflow to run how you want it to and it will do the rest, for example you may wish for a Subcontract Change Order to be automatically created once the subcontractor’s price has been entered in the Subcontract Change Order Price Request and approved. And as the Subcontract Price Request is part of the Change Request, there is now a valid link between a Change Request and a Subcontract Change Order, which wasn’t possible before.

To learn more about the impact workflows can have on Change Requests and Change Orders, check out some of the other posts in our Workflow Series.

Note: for simplicity, I refer only to Change Requests and Subcontract Change Orders in this post, but please note these are referred to as Variation Requests and Subcontract Variations in countries outside the USA.


Previous entries in the Workflow Series:
Creating Forecast Tracking Reports
Monitoring Meeting Minute Items
Making Purchase Order Approvals Simpler
Creating RFIs and Change Requests from an Issue


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