Create a Change Order and Submit it for Approval

Changes are created to modify an item. Use the Product Development work area to create a change order and submit it for approval.

Create a Change Order from Scratch

Use the Navigator to go to the Product Development work area.
Open the Tasks panel tab.
Click Change Order > Create Change Order.
From the Create Change Order window, select one of the predefined change types.
In the Name field, enter a name for the change order.
In the Description field, enter a brief description of the change order.

Note: The Create dialog box also shows the required extensible flexfields as well as the ones configured in number assignment rules for the selected change type. For more information on number assignment rules, see the related links.
Click Save and Close.
Click the Affected Objects tab and then click Add Item.
Search for an item and click Add to add it to the list of affected objects.
Click Save. By default, the change order is in Draft status.
Click the Change Status button to move the Change Order from Draft status to Open status.
Click the Approval option in the Change Status list to submit the Change Order for approval.
Add Approvers, as needed, and click Submit.

You can enter other information to the new change or save it and later add more information.

Create a Change Order by Copying an Existing Change Order

From the Actions menu in a change order, use Save As to create a new change order of the same type or a different type. Here's what you can copy over from the existing change order: descriptive and extensible flexfields, attachments, affected objects, and relationships. Note that you can copy relationships only in engineering change orders and change orders without revision control.

Create a Change Order from a Change Request

From the Actions menu in a change request, use Create Change Order. Here's what you can copy over from a change request: affected objects, flexfields and extensible flexfields of affected objects, attachments, and relationships.