Creating a CO Workflows Exporting to Excel Side Panel Details Video Creating a CO Click on Create CO and enter CO details as required (similar process to how PCO was generated). Select from the list of available PCO to be added to the CO. Notes: Unless a PCO is converted to a CO, it will not be available for Payment Applications . If a PCO has been used in a CO, it will not be available for other COs. You can create a CO without any PCO assigned to it. If CO was rejected, the assigned PCOs will become available to COs. Select Create draft CO . Workflows Once the CO is created, go to the detail page again, where you will have the following new workflow options - Select External approval . Once the CO has been approved, it will be available in the main Contract details page. Exporting to Excel You can choose to display additional data within the Contracts, by expanding and checking on Column Manager icon . Only the displayed columns will get exported to Excel, which you can do so by clicking on icon. The Excel output will look as follows - Side Panel Details On clicking Contract # , a side panel will pop out from the right, that gives an overview of the Contract that the CO is assigned to. Video www.youtube.com/watch
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