F.8.14 SAP Setup: Creation of CO Number in SAP

Description

Contract Accounting assigns the SAP Change Order Number.

 

Outcomes

If SOV is not complete and the Vendor is participating the Vendor will receive the notification requesting final Schedule of Values (SOV).

 

If SOV is not complete and the Vendor is not participating the RI will receive the notification requesting the final Schedule of Values (SOV).

 

If the SOV is complete the Change Order will automatically move to Fully Executed Invoicing Authorized.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

Step 2: Enter in Change Order Number.

  1. Enter the Change Order Number.

Change Order Number must be 3 digits unique.

 

 

The system knows the systems status and will make available correct Workflow option.

 

Step 3a: SOV is complete

  1. Click Workflow.

  2. Select Fully Executed-Invoice Authorized.

 

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.

 

Step 3b: SOV is not complete and the Vendor is participating. Workflow is Set to Pending SOV Vendor.

  1. Click Workflow.

  2. Select Set to Pending SOV Vendor.

 

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.

 

Step 3c: SOV is not complete and the Vendor is not participating.

  1. Click Workflow.

  2. Select Fully Executed-Invoice Authorized.

 

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.