Change Order Workflow

To enter a change order to a job:

1. Enter the Change Request

a. Accounts Receivable - Data Entry - Change Request Entry 
b. Enter header information
c. Enter Costs 
d. Enter Billing Items
e. Ensure the Cost Breakdown balances

2. Generate the Change Request Form

3. Once the CR is approved, create new change order

a. Accounts Receivable - Data Entry - Change Order Entry
b. Enter Header Information

4. Pull over Change Request

5. Generate Change Order Form