Correct an Interfaced Subcontract Change Order Item
You can make changes to a subcontract change order item that you have already interfaced using PM Subcontract Change Orders and then interface the changes to the appropriate modules via PM Interface
You can make changes to an existing transaction, but you cannot delete a transaction. For example you can change the number of units on a units-based sucontract change order item, but you cannot delete the subcontract change order item.
You can only correct subcontract change order items that you created in the PM module. Subcontract change order items that you created in the SL module must be corrected in SL.
Other users cannot change items that are being corrected. For example if you are making a correction to a subcontract change order item in the PM Subcontract Change Order form, an error message will display if another user tries to change the same subcontract change order item in the PM Subcontract Change Orders form.
To correct and reinterface a subcontract change order item:
- From the main menu, go to .
- In the Items grid,
select the subcontract change order item to change. The subcontract change order item must be interfaced (that is, have an Interface Date). You cannot edit an item before it has been interfaced.
- From the toolbar, select
. The Description , Amount , and Notes fields are now enabled. If the subcontract change order item is unit-based, the Description , Units, and Notes field are enabled (you cannot change the unit cost of an interfaced SubCO item).
- Enter the correction(s) as needed.
- Save the record.
- To interface the change,
select from the toolbar. The PM Interface form displays.
- From the Item
Type drop-down, select 6-Subcontract Change
Orders.Your changed subcontract displays in the grid with the Interface check box selected. The entire amount of the corrected transaction (including the change amount) displays in the Amount field, and Correction displays in the Trans Type field displays as Correction will display in the Transaction Type column.
- Click Validate to validate the batch.
- Review/Print audit reports.
- Click Interface.