Field Definitions: JC Change Orders Form
The following is a list of field descriptions for the JC Change Orders form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Specify the job for which you are setting up this change order. Once entered, the job’s contract and status are displayed to the right.
Enter the sequence number that indicates the order in which this change order is to be processed. Defaults the next sequential number for the job.
The sequence number entered here will determine the amount to be included on the Approved Change Order form in the “Net change by previously authorized change orders was” line. Any change orders with a sequence number less than this one will be included on this line.
Change in Days
Display only, the total number of days by which this change order will affect the contract’s original completion date. This total is the sum of ‘change in days’ for all change order items.
If change order was interfaced from PM, this field defaults the “change in days” specified for the approved change order. If changes to this value occur due to changes made at the change order item level, this value and the modified item values will be updated to PM.
New Completion Date
Enter the bill group for this change order. Although not validated, the bill group can be used to group like items together for billing purposes.
Specify the contract item for this change order item. If you enter a contract item that does not already exist for the contract, the contract item description displays as ‘Contract Item is not on file!” and the JC Contract Item form is automatically displayed. You can then set up the new contract item as necessary (with the exception of units, unit price, and amount, which are disabled). Once you exit the JC Contract Item form,the contract item’s description and unit of measure default for the change order item.
Change in Days
Enter the change in days for this contract item. This will be the number of days by which the contract completion date has been changed by this item.
If the change order was interfaced from PM, this field defaults the “change in days” specified for the approved change order item. If this value is changed here, it will update the change order item in PM.
For items with a ‘LS’ unit of measure, enter the total amount by which this change order item changes the contract’s total dollars.
For items with a UM other than ‘LS’, amount defaults based on the specified units x unit price. You can override this amount if necessary; however, because units are not recalculated, this may cause the contract amount to not be equal to the units x unit price. In addition, you will receive a message warning you that Job Billing will display only the original unit price.
Enter the phase this change order item affects. The phase description displays to the right of this field.
What happens if you select a phase not on the job
You may specify a phase not already on the job, even if this job’s phases are locked. Because you are adding estimated costs rather than actual costs, this program works somewhat like the Job Estimates program in that it overrides the normal rules for locked jobs and allows you to add new phases even if the job's phases are locked. The new phases will be cross-referenced to the contract item for the change order item.
For existing job phases, this field is disabled and displays the insurance code assigned to the phase in JC Job Phases or blank, if no insurance code assigned in JC Job Phases.
For new phases, enter the insurance code (from HQ Insurance Codes) that applies to this phase, if applicable. Once record is saved, phase and insurance code will be updated to JC Job Phases (applies to ‘locked phases’ jobs as well).