Adding a Change Order

To add a job change order for a progress billing project:

1: Enter a new Change Request.

a. From the Site Map, navigate to Accounts Receivable - Data Entry - Change Request Entry

b. Enter the Job information

c. Enter the Description, Current Status, Origination Date, and Approved Date. If the Project is a Cost Plus project, the Cost Reimbursable checkbox will appear.

d. Enter Costs tab information, including the estimate amount

e. Enter Billing tab information, including the amount.

f. In the notes tab, enter any notes that should be shown on the Change Request Proposal. 

g. Enter any required markups or add-ons (if not a Fixed Price project)

f. Verify the Cost Breakdown Information balances. 

3. Generate the Change Request Proposal 

4. Create the Change Order

a. Select New Change Order

b. Enter Job Information

c. Enter Description, Status, Origination Date, and Approved Date

d. Select add CR

e. Verify Information

5. Generate the Change Order Form 

6. Verify updated contract revised cost and schedule of values.