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Navigate to the Project and make the necessary adjustments before generating the ICO
After updating the project, return to the Operations phase and select the ICO task
Click generate
A screen pops up where you can review the updated work order and compare it to the original
Changes made to the project will be highlighted in blue
Click generate to generate and re-attach the revised work order
If a customer is attempting an installer change order and gets the following error
| Warning |
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"Document generation blocked! Please update the job to pass rules or issue a change order to continue. This product is only available to quote for sites that have been previously approved for credit." |
Check to make sure the credit isn’t expired. Navigate to the Qualifications phase and click on the green credit button corresponding to the product for the workflow. Locate the Expiration date under for the credit:
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If credit is expired and the product used was a previously sunsetted product (i.e. Aug 15th) deal processing will need to manually extend credit in order for the customer to be able to action the ICO
Homeowner change order (HCO) - A Homeowner change order is only needed when there is a change to the design or agreement that also changes the amount financed. Any of the following changes will require a homeowner change order:
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