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.
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On the Site Map, click
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Complete the Job, Phase, and Description fields and then press Enter. The Phase Defaults window automatically displays.
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Complete the Billing item, Est. quantity, Unit of measure, Worker's comp, and Default status fields and then click OK.
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In the Ct field in details portion of the screen, enter the cost type and then press Enter.
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The Financials window automatically displays. Complete the applicable fields and then click OK.
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Complete the details portion of the Phases screen and then click the Properties button.
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In the Price field, use the drop-down list to select the Time + material option.
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Click OK until you return to the Site Map.
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On the Site Map, click
Billing. -
Complete the Job and Customer fields.
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Complete the applicable fields in the Details and Billing details portions of the screen.
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The Markups window automatically displays. Complete the Ct, Description, Type, and Amount fields for each markup (if applicable) and then click OK twice.
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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.
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On the Site Map, click
Change Requests. -
Complete the Job, Customer, Status, and New status fields.
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Click the Add button.
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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.
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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.
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Click the Revenue button. Complete the applicable fields for any estimated revenue for this change request.
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Click OK until you return to the Site Map.