[PM] How to Edit an Interfaced Approved Change Order

This process can be used when there has been an error in entering a change order and that change order has been interfaced from PM and you want to make changes back in PM.

When changes need to be made to an Interfaced Change Order, you are able to delete the Change Order out of the JC module it was interfaced to and then edit it in PM. Once deleted out of JC Change Orders, you will then need to go back to the Approved Change Order form and unapprove it to make changes. After the change is made you will then need to re-approve and re-interface the data.

(Note: Change orders can only be deleted if they have not yet been billed. If they have been billed, then the change order would need to be removed from the bill.)
 

1. To edit a Change Order that has been interfaced to the Job Cost module, go to the JC module's Programs folder and open the JC Change Order form.

2. When the JC Change order form appears, select the Job and ACO that you wish to edit in the Project Management module.

3. Once the ACO has been selected, go to the ACO Item field, click the delete icon (trashcan).

4. When the message display to 'Delete the Item' click Yes.

5. One the next message asking if you would like to also delete the grid records that are associated with the ACO Item, click Yes.

6. Continue Steps 3-6 until all ACO items have been deleted.

7. Return to the ACO field in the Header of the JC Change Order form, click the delete icon.

8. Once the Change Order has been completely deleted, close out of the JC Change Order form.

9. Now that the Change Order has been deleted from the Job Cost module, return to the Project Management module and select the Programs > Approved Change Order form.

10. You can either make the change to the ACO there, or you can unapprove the Item using the Unapprove button on the bottom of the form and the make changes back in the Pending Change Order form. 

11. After the change(s) has been saved, you can then approve the PM Pending Change Order. Then, in the PM Approved Change Order form check the box "Ready for Accounting" to re-interface the change order again via PM Interface program to the Job Cost Change Order program.
    
    IMPORTANT NOTE: 
    Proceed with caution as deleting a JC Change Order from JC module may have consequences for monthly reporting ( for example values on the JC Work in Progress reports).  For example, if the JC Change Order was originally approved and interfaced in June, then after corrections are done , the change order items are now re-approved and re-interfaced in July  (due to June being closed month) then this may impact monthly reporting for June.
    
    To avoid impacting values in a closed month, consider other steps, such as making phase inactive, and creating new phase.  Then , if need be, entering JC Cost Adjustments to both the new and the old phase (negative amounts on the old, matching positive amounts on the new) to reflect any actual cost activity already made on the phase.