Creating and Attaching New Change Requests

Access the Planned Change Order Entry form.

To create and attach new change requests:

  1. Select the PCO to which you want to attach a change request and click Select.

  2. On Planned Change Order Entry, select an empty row in the detail area.

  3. From the Row menu, select Change Req. Entry.

  4. On Change Request Entry, select the master accounts that you want to appear on the change request, complete the fields as needed, and then click OK.

    The Change Request Entry form closes and you return to the Planned Change Order Entry form.

  5. On Planned Change Order Entry, select Select Change Req. from the Form menu.

  6. On Change Request Search, complete the Change Request field in the QBE row with the number of the change request that you created:

  7. Select the change request and click Select.

    The system adds the change request to the PCO.