Edit a change order

  1. Open a job in the Manage Estimates screen.
  2. From the Change Orders tab, do one of the following:
    • Select the change order you want to edit and click Edit on the speedbar.

    • Right-click on the change order and select Edit.

    • Double-click on the change order you want to edit.

  3. In the Reference field, modify the reference that identifies the change order as needed.
  4. Select the Locked checkbox to prevent changes to the change order. If you select this checkbox, all other fields in the Change Order pop-up window are disabled.
  5. In the Status field, click and select a status for the alternate. You can use the status to track the alternate through the approval process.
    • None: The alternate has no status.
    • Pending: The alternate is under consideration. You will typically select this status for a new alternate.
    • Acceptable: The alternate has been approved but not posted.
    • Rejected: The alternate has been rejected.
    • Posted: The alternate has been accepted and incorporated into the estimate. You cannot manually select the Posted status—the application will change the alternate's status to Posted when you post it.
    • Cancelled: The change order has been cancelled.
    • Work Auth.: The work included in the change order has been authorized.
    • Work Auth./Bill Allowed: The change order's work has been authorized, and billing for the work has been approved.
  6. In the Description field, modify the description of the change order as needed.
  7. Modify the fields as needed as described on the Change Order Screen Field Reference.
  8. Click OK.