Creating a Change Order from a Change Request Record

Change orders can be created from a Change Request record.

From the SmartSolve Portal Page, click the Home tab at the top of the window.
In the Document Management section of the list, select Find > Change Request.
Result: A list of change requests is displayed.
Click the Change Request No. of the change request within which to create a change order.
Result: The change request's detail record is displayed.
Click Action > Create Change Order.
Enter information in the following fields:

Field	Description
Category	Click the drop down arrow and select the category of the change order. For additional information on configuration, see Change Order Category.
Title	Enter the name of the change order.
Due Date	Zoom to select the due date for the change order.
Effective Date	Zoom to select the date the change order will become effective.
Expiration Date	Zoom to select the date the change order will expire.
Organization Unit	Zoom to select a organization unit to which to tie the change order. For additional information on configuration, see Organization Unit.
Process	Zoom to select a business/manufacturing process to which to tie the change order. For additional information on configuration, see Process.
Product	Zoom to select a product to which to tie the change order. For additional information on configuration, see Product.
Plant Area	Zoom to select a plant area to which to attach the change order. For additional information on configuration, see Plant Area.
Priority	Click the drop down arrow and select the priority of the change order. For additional information on configuration, see Priority.
Comment	Enter any additional information about the change order.