Creating a Change Order from the Portal Page

Change orders can be created from the portal page.

  1. From the SmartSolve Portal Page, click the Home tab at the top of the window.
  2. In the Document Management section of the list, select Create Change Order.
  1. 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.
  1. Click the Save button.
    Result: The change order has been created and the detail of the change order is displayed.

See Also

Creating a Change Order from a Change Request Record

     

 

  
Friday, September 25, 2015
9:37 AM