Charging a Time + Materials Change Order to a Fixed Job

If you need to record a time + materials change order to a fixed price job, complete the following steps.

The following procedure assumes that you are creating additional phases to track this T+M activity.

  1. On the Site Map, click Job Cost > Maintenance > Phase.

  2. Complete the Job, Phase, and Description fields and then press Enter. The Phase Defaults window automatically displays.

  3. Complete the Billing item, Est. quantity, Unit of measure, Worker's comp, and Default status fields and then click OK.

  4. In the Ct field (located in the details portion of the Phases screen), enter the cost type and then press Enter.

  5. The Financials window automatically displays. Complete the applicable fields and then click OK.

  6. Complete the details portion of the Phases screen and then click the Properties button.

  7. In the Price option field, use the drop-down menu to select Time + Material.

  8. Click OK until you return to the Site Map.

  9. On the Site Map, click Time + Material > Maintenance > Job Billing.

  10. Complete the Job and Customer fields and then press Enter.

  11. Complete the relevant fields in the Details and Billing portions of the screen.

  12. The Markups window automatically displays. Complete the Ct, Description, Type, and Amount fields for each markup (if applicable) and then click OK twice.

  13. The Add-ons window automatically displays. Complete the Add-on, Description, Rate, and Costtype fields for each add-on (if applicable) and then click OK twice.

  14. The Fee window automatically displays. Complete the Description, Type, Baseon, Cost type, and Taxable fields (if applicable) and then click OK until you return to the Site Map.

Optional: Complete the following to record that there was a change order and estimates.

  1. On the Site Map, click Accounts Receivable > Data Entry > Change Requests.

  2. Complete the Job, Customer, Status, and New status fields.

  3. Click the Add button.

  4. Complete the fields to add the change request to the newly created phase and then click the Contract Pricing button.

  5. Select the Add checkbox to add the corresponding change requests to the change order.

  6. Click OK until you return to the Site Map.

Optional: Complete the following to record that there were estimates and a change order.

  1. On the Site Map, click Accounts Receivable > Data Entry Change Order .

  2. Complete the Job, Customer, Status, and New status fields.

  3. Click the Add button.

  4. Complete the Owner change order number, Description, Date issued, and Current status fields.

  5. Press Enter until the cursor is in the Change Requests included on this Change Order portion of the screen.

  6. Click the Add button.

  7. In the Add Change Requests to Change Order window, select the Add checkbox next to the change request(s) you want to include on this change order.

  8. Click OK until you return to the Site Map.