1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Working with Advanced project management
  4. Create and manage project change orders

Manage customer interaction

The sales representative manages the customer interaction with regards to the project change order.


Sales representative Sales representative Start Start Send project change order to customer Send project change order to customer Send an approved external project change order to a customer as an option.  This requires a template to be added to the Advanced project management parameters> Project change order, using a .dotx format.  This is stored in Azure storage. Procedure 1. Go to Project management and accounting > Project change orders > All project change orders. 2. In the list, click the link in the selected row. 3. On the Action Pane, click Follow up. 4. Click Generate change order report. 5. Click Download change order report. 6. Click Close. Negotiate project change order with customer Negotiate project change order with customer Negotiate the project change order with the customer. Review project setup Review project setup On the project change order work breakdown structure, review the project setup for newly added (sub-)projects. If specific project setup is required, you can override the project setup as inherited from the root project line. Register customer response on project change order Register customer response on project change order As a result of the negotiations with the customer, you can register these responses: Submit- submit to the approval step Approve- approves the project change order Confirm - The customer accepts the project change order, and the changes can be transferred to the project. Cancel - This ends the project change order process. Once confirmed, this project change order can be transferred to the project. Procedure 1. Go to Project management and accounting > Project change orders > All project change orders. 2. In the list, click the link in the selected row. 3. On the Action Pane, click Project change order. 4. Click Change status. 5. Click Submit. 6. Click Change status. 7. Click Approve. 8. Click Change status. 9. Click Send. 10. Click Change status. 11. Click Confirm. 12. Click Change status. 13. On the Action Pane, click Follow up. 14. Click Transfer to project. 15. Click Yes. End End

Activities

Name Responsible Description

Send project change order to customer

Sales representative

Send an approved external project change order to a customer as an option.  This requires a template to be added to the Advanced project management parameters> Project change order, using a .dotx format.  This is stored in Azure storage.

Negotiate project change order with customer

Sales representative

Negotiate the project change order with the customer.

Review project setup

Sales representative

On the project change order work breakdown structure, review the project setup for newly added (sub-)projects. If specific project setup is required, you can override the project setup as inherited from the root project line.

Register customer response on project change order

Sales representative

As a result of the negotiations with the customer, you can register these responses:

  • Submit- submit to the approval step
  • Approve- approves the project change order
  • Confirm - The customer accepts the project change order, and the changes can be transferred to the project.
  • Cancel - This ends the project change order process.

Once confirmed, this project change order can be transferred to the project.

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