CS PLT : How to create a change order request (CR) from COMPAS Go for existing line items?

This article describes the steps for creating a change request for a line items for a sales order in COMPAS Go.

1. Login into COMPAS Go with valid credentials

2. Search the Order or Open the order from the dashboard by clicking on the associated COMPAS Quote number.

3. Select the lines from the order. Click on "Create CR" option which is  available under the "Actions" menu as shown below.

3. A window appears with the status of the selected line(s) as shown below.

4. Click on Next. Create CR  window appears as follows. The user has an option to edit the quote name if needed.

5. Click on Create.

6. Change request quote gets created with the selected lines as above. The user can do configuration changes, adjust pricing if required and add notes and documents with details of changes.

7. The user can add new  products to the change request quote.

8. Click on "Changes". Scope of Change window appears with relevant change details. Newly added lines will not have any scope of change details.

9. Click on submit for change request.

10. The change request quote will be reviewed by Technical review team and by pricing approval authority.