Change Orders for Orders in Billing Groups

Change Orders are Customer Orders with everything associated: Lines, Add Ons, Credit Memos, Overages, payments, etc. The difference is, a Change Order designates orders that adjust the Contract Total.

To Create a Change Order

1. Click the Enter Change Order Information button .

2. Fill in all the information on the Update Change Order Request Screen.

Change Order Status: Choose Requested, Approved or NA (not tracking change order information)

If not tracking information regarding the change order the status can be left at "NA" then close out of the screen.  This will still track the user, date and time when the change order box was checked.

If the status is Requested, then the Change Order Icon on the Order Line will be red.

Description: Type a description (required field)

Request #: Type a number

Requested By: Type a name (required field)

Requested Approval Date: Type a date or use F8 to select a date from the calendar

Request Received By: Type a name

Date Approved: Type a date or use F8 to select a date from the calendar

Approved By: Type a name

No Retainage: Check if retainage will not be calculated on this change order.

Details:  Type details

Undo Change Order: If undoing a change order, a confirmation message will appear.

3. Add lines to order like normal.