Change Order Entry - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field/Button

Description

Job

Enter the job number for a new change order. The description will display to the right of this field.

Customer

The customer code will default from the job file. If no customer code defaults, or if there is more than one customer for the same job, enter a valid customer code.

Change order

Enter a new or existing change order number for the specified job and contract, or press Enter for the next sequential number.

If the Job+Customer+Change order combination exists, and the change order isn't already associated with a draw request or change request, the Operator can edit the change order.

If the job status is 'Completed' and the 'Disallow revenue entry' checkbox is selected in Job Main Properties, you will not be able to add a new change order for the selected job.

Description

Enter a description for the change order in this field.

Current status

Enter a change order status code in this field. Change order status codes are assigned in the Change Order Status File Maintenance screen.

Origination date

Specify the change order origination date in this field. The current A/R processing date will default in this field.

Approved date

Specify the approved date for this change order in this field.

Approved days

Enter the number of days the contract will change due to this change order.

Cost breakdown

Take off total

The total of the Amount column on the Costs tab displays in this field. The percentage of the Change order total will display to the right of all amounts in this section.

Markups

The total of the Markup amounts column on the Markups tab displays in this field.

Subtotal

The sum of the Take off total plus Markups displays in this field.

Add-ons

The total of the Total column on the Add-ons tab displays in this field.

Job total

The sum of the Subtotal plus Add-ons displays in this field.

Fee at

The Fee percentage defaults from the Pricing Defaults for Contract Changes screen. The Fee percentage is multiplied by the Job total amount and is added to the price of the change request. You are allowed to override the percentage or dollar amount, and when one of these fields is changed the other will be recalculated immediately.

Billing adjustment

The Change order total minus the Job total minus the Fee at amount displays in this field.

Change order total

The total of the Amount column on the Billing tab displays in this field.

Grid

CR's

This tab will display all the Change Order Entry - Change Requests attached to this change order. Changes made on this worksheet will not be committed until the change order is saved.

Costs

Use this tab to view all Change Order Entry - Costs made to phases from the selected change request added on the cost worksheet.

Markups

This tab will display all Change Order Entry - Markups from the selected change requests added to this change order. Change orders inherit the markup amounts from the attached change requests.

Add-ons

Use this tab to view all Change Order Entry - Add-ons to the change order. Change orders inherit the add-on codes (and their detail) from the attached change requests.

Billing

Use this tab to add Change Order Entry - Billing for the change order, and add undistributed amounts to the billing adjustment value.

Notes

Use this tab to enter unlimited Change Order Entry - Notes for the change order.