Online Change Requests allow vendors to propose changes to their own commitments and then submit them for your approval. Change requests themselves do not amend a commitment, instead they can automatically be generated into change events or commitment change orders. Online change requests are posted to a special worksheet column in cost ledgers called "Potential Exposure".
Generate Button - Clicking either Generate/Change Event or Generate/Change Order opens a dialog like the one below:
The table displays the lines from the Online Change Request record. Place a checkmark next to each line you wish to send to the change event or change order and then click the Save button. The dialog closes and a new record is created.
Submit Button - If workflow is not enabled for this record, clicking this button will change the Status field to "Submitted". If workflow is enabled, this will change the Status field to "Submitted" and the appropriate business process will begin.
Post As Field - This is a system list. The choices are:
Original Scope
Revised Scope (the default)
Change Event Field - You can manually link this record to a change event by selecting it from this dropdown list. If you use the Generate button in the header toolbar this field will automatically be filled in. Click the field label to navigate to the linked record.
Risk Analysis Field - You can manually link this record to a risk analysis by selecting it from this dropdown list. Click the field label to navigate to the linked record.
Commitment Change Order Field - You can manually link this record to a change order by selecting it from this dropdown list. If you use the Generate button in the header toolbar this field will automatically be filled in. Click the field label to navigate to the linked record.
Original Value Fields - Read only. The total cost of the linked commitment and the days of the linked commitment.
Approved Changes Fields - Read only. The sum of the total cost of all approved Commitment COs for the linked commitment and the sum of the days from those change orders.
Revised Value Fields - Read only. Original Value plus Approved Changes.
This Request Fields - Read only. The sum of extended cost and the sum of days from the online change request.
