Approve the Contract Change Order Externally

Explanation

After information has been submitted to the relevant external approvers their approval or rejection in return should be recorded. Use this activity to update information about when and why an external contact person has approved a contract change order (CCO). The approval of all the external approvers of the CCO is required before it is considered as externally approved by the system.

Note: Information about the external approval from each contact person can be viewed in the Contract Change Order/History tab.

Prerequisites

• The CCO should have a change type that requires external approval.
• A contact person who is classified as external approver should be defined for at least one address in the Contract Change Order/Contacts tab.
• The CCO should be in the Submittal Approved status.

System Effects

• The external Approved Date field in the Contract Change Order/General tab is updated when all external approvers have approved the CCO.
• The Approved Date field in the Contract Change Order/Contacts tab is updated for the contacts who have approved the CCO.

Window

Contract Change Order

Related Window Descriptions

Contract Change Order

Procedure

1. Open the Contract Change Order window and query for the CCO which should be externally approved.
2. Click the Approve Externally menu option. The Approve Contract Change Order - External Approval dialog box will open.
3. Select the contact person who approved the CCO in the Approved By field. Use the List of Values, to select from the contacts defined in the Contract Change Order/Contacts tab.
4. Optionally, you can change the default approved date and time in the Approved Date field. 
5. You are also able to enter a note in the Notes field stating the reason for approval, if required.
6. Click OK to save the information.