How to raise a Change Order?

Created by Amith Reddy, Modified on Mon, 17 Nov at 1:31 PM by Amith Reddy

Purpose:

To explain how users can raise a Change Order in livSYT using BOQ Details or Vendor Change/Termination.

Step-by-Step Instructions:

1) Open Change Order

- Go to Finances from the left menu.

- Click on Change Order.

2) Start raising a Change Order

- Click Raise at the top-right corner.

- Choose either BOQ Details or Vendor Change/Termination.

3) Enter basic details

- Type the Change Order Name (usually written as CO# or ChangeOrder#).

- Select the Approval Flow and First Approver.

- Select the BOQ Item you want to change.

- Enter the Reason for the change.

- Click Next.

4) Enter updated values

- Enter the Changes Applicable from Date

- Click on the BOQ name

- Enter the new Quantity, Vendor, or Cost (whichever is required).

- Click Next.

5) Submit the Change Order

- Add a Comment and your Signature.

- Click Save.

- The Change Order will now appear under the Active section.

3) Enter basic details

- Type the Change Order Name.

- Select the Approval Flow and First Approver.

- Enter the Vendor Name.

- Enter the Reason for Change.

4) Review and submit

- For BOQ Transfer enter New Cost (if needed)

- For Final Bill enter the date (if needed)

- Under Review Changes, add a Comment (and Attachments if necessary) and your Signature.

- Click Save.

- The Change Order will now appear under the Active section.

Tips & Best Practices:

- Double-check the BOQ item and vendor before submitting.

- Make sure the correct approver is selected to avoid delays.

- If changing vendor details, ensure BOQ Transfer and Final Bill options are correctly selected.

- Changes in BOQ values should always be backed with proper reason and documentation.