Charging a Time + Materials Change Request to a Fixed Job

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

These steps assume 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 in details portion of the 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 field, use the drop-down list to select the Time + material option.

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

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

  10. Complete the Job and Customer fields.

  11. Complete the applicable fields in the Details and Billing details 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 Fee window automatically displays. Complete the Description, Type, Baseon, Cost type, Amount, and Taxable fields (if applicable) and then click OK until you return to the Site Map.

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

  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. In the Add Change Request window, complete all applicable fields to add the change request to the newly created phase. Click the Contractor Pricing button.

  5. Complete the Phase, Ct, Description, Quantity, Hours, and Amount fields for each estimate for the new T+M change request and then click OK.
    Note: The information is automatically sent to the phase file in the Job Cost module.

  6. Click the Revenue button. Complete the applicable fields for any estimated revenue for this change request.

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