Navigate Here: Implementation > Change Order Management > Browse Change Orders; select a CO > Financial Impact tab.
You can manage CO Line Items on Edit Change Order page - Financial Impact tab.
CO line items can be edited when CO status is Draft, Under Review or Rejected.
You can add new CO line items by any of the following ways:
1. Enter a number in the "Lines" textbox and then click the Add icon 
in front of it. The specified number of blank line items will be appended to the bottom of the list for you to edit.
2. Click at the beginning of a line item. A blank line item will be inserted below for you to edit.
3. Click the Duplicate icon 
at the beginning of a line item. A new line item will be copied from this line item and inserted below for you to edit.
4. Load source line items by clicking the Load From … buttons.
❖Click the Load From SOV Template button: A popup window will be displayed, where you can select SOV template items by a search view. Click the OK button, the popup window will be closed and the selected SOV template items will be inserted as new CO line items with default values of SOV Item, Unit, and Unit Price (if these fields exist in CO line item and configured with Attribute Mapping).
❖Click the Load From Contract button: A popup window will be displayed, where you can select contract line items by a search view. Click the OK button, the popup window will be closed and the selected contract line items will be inserted as new CO line items with default values of (Sub-)Contractor, SOV Item, Unit and related amount fields (if these fields exist in CO line item and configured with Attribute Mapping).
❖Click the Load From Change Order Request Line Item button: A popup window will be displayed, where you can select COR line items by a search view. Click the OK button, the popup window will be closed and the selected COR line items will be inserted as new CO line items with default values of (Sub-)Contractor, SOV Item, Unit and related amount fields (if these fields exist in CO line item and configured with Attribute Mapping).
❖Click the Load From Change Order Request button: A popup window will be displayed, where you can select CORs by a search view. Click the OK button, the popup window will be closed and all COR line items under the selected CORs will be inserted in a batch as new CO line items with default values of (Sub-)Contractor, SOV Item, Unit and related amount fields (if these fields exist in CO line item and configured with Attribute Mapping).
The CO line items are in viewing mode by default. To edit a CO line item, you need to enter editing mode by clicking the Edit icon 
at the front of the line or double-clicking the line.
Line No.: Unique number of the CO line item. It is automatically generated by the system and cannot be edited.
SOV Item: Schedule of Value item that describes the work. Browse and select a SOV Item by clicking 
.
Type: General type of the CO line item, the same type will be applied to contract line item as well. You can manage it on Manage Picklist page.
(Sub-)Contractor: The Vendor that performs the work of the line item. Browse and select a vendor by clicking .
Unit: The unit of the work for the line item.
Original Unit Price, Quantity and Amount: The initial values of the associated contract line item.
Before Change Amount: The latest value of the associated contract line item.
Adjusted Unit Price, Quantity and Amount: The adjusted values of the CO line item.
After Change Unit Price, Quantity and Amount: The new values of the associated contract line item after applying change from current CO line item. Its value = [(Original Unit Price + Adjusted Unit Price) x (Original Quantity + Adjusted Quantity)].
Note:
1. If the primary contract of the CO has fallen into below specific contract types, below fields will be shown by CO line item structure configuration.
Cost Type: It is used for NTE contract only. You can manage it on the Manage Picklist page.
Category: It is used for Job Costing Master and Job Order contracts only. You can manage it on the Manage Picklist page.
2. If the new CO line item has no association with any contract line item, its basic information (e.g. SOV Item, Type, (Sub-)Contractor, Unit, etc.) and Adjusted Values should be editable. Otherwise only Adjusted Values can be edited while other fields will be automatically populated to be the same as the associated contract line item. Such population should be setup by Entity Attribute Mapping.
Once you've finished editing a CO line item, click the Update icon 
at the front of the line. If you want to discard the editing, click the Cancel icon 
.
You can click the Popup to Edit icon 
to enter the Edit Line Item Detail page.
You can remove a CO line item by clicking the Remove icon 
at the front of the row.
You can edit CO line items in batch mode in the following ways:
1. Select line item(s) and click the Batch Delete icon 
. These line items will be deleted in a batch.
2. Select line item(s) and click the Batch Update icon 
. The following batch update screen will be shown.
- You can fill in the batch update values and click the Save button at the bottom of the page to save the changes made on selected CO line item(s).
- You can uncheck the “Is Updated” checkbox to deselect any unwanted values from the batch update.
- You can force blank value to overwrite the existing values by checking the “Is Updated” checkbox of that particular field.
- You can add or deletesplit line item(s) if line item splitting is enabled, which will override the existing split line item(s) of the selected CO line item(s).
Note: You cannot update the line item which is associated with a specified contract line item. If you select such line items, system will show the warning message on the top of the screen.
You can view CO line items in groups by change sources in Change Sources Tab.
- The system will show all change sources by default, you can select any single change source in the “Group By” dropdown list which is applicable to current CO line items, then system will filter the grouping result by your selection.
- You can remove a CO line item group by clicking the Remove icon at the front of the line, all the CO line items in the group will be deleted in a batch.
You can view the change history of CO Line Items by clicking View Line Item Audit Trail button. The system will then open the Browse Audit Trail Details page in a new window.
Edit Financial Impacts for Parent-Sub Contracts
If the Primary Contract of this CO is a parent contract, the UI of Financial Impact tab will be switched to the following:
A Change Summary grid is shown on top of the page for you to control the scope of contract changes for this CO:
1. Click the Add 
icon to select which contract(s) among the parent-sub contract family you would be involved into the current CO.
2. A pop up will show up to allow you to select one or multiple contracts from this family to make changes.
3. Selected contracts will be shown in the grid.
4. Click on the View Detail 
icon of a contract in the grid to show its line item sections respectively.
5. Click the Load From Contract button to load the source contract line items into each section for change purpose.
6. Selected contract line items will be loaded into the line item section grid as new change line items.
To adjust the scope of this CO regarding the number of contracts, you can check one or more contracts in the Change Summary grid and click on the Batch Delete icon to remove these contracts from the COR, all associated sections and change line items will be removed at the same time. Or you can delete one contract by clicking the Delete 
icon in the grid.
You can click click the Collapse/Expand 
icon to collapse/expand the Change Summary grid.
You can click the Generate Change Details Report 
icon to generate a change details report about this CO.