[PM] How to Edit an Interfaced Approved Change Order

Purpose: Correct errors in a change order that has already been sent from Project Management (PM) to Job Cost (JC).

Steps:

1. Delete the Change Order in JC

   • Open the JC Change Order form (Programs → JC module).

   • Select the job and ACO to delete.

   • Note: Only deletable if the change order has not been billed. If billed, it must be removed from the bill first.

2. Edit in PM

   • Go to the Approved Change Order form in PM.

   • Unapprove the change order to make edits.

   • Make the necessary changes.

3. Re-approve and Re-interface

   • After editing, re-approve the change order in PM.

   • Re-interface the change order to JC.

1. To delete an ACO item:

   • Select the ACO, go to the ACO Item field, and click the trashcan icon.

• When prompted “Delete the Item”, click Yes.

• When asked to delete associated grid records, click Yes.

Repeat steps 3–6 until all ACO items are deleted. 

1. Delete the Change Order in JC

   1. In the JC Change Order form, go to the ACO field in the header and click the delete icon.

   2. Once deleted, close the JC Change Order form.

2. Edit in Project Management (PM)

   1. Open Programs → Approved Change Order in PM.

   2. Either make changes directly or unapprove the item to edit in the Pending Change Order form.

   3. Save your changes.

3. Re-approve and Re-interface

   1. Approve the pending change order in PM.

   2. In Approved Change Order, check “Ready for Accounting”.

   3. Re-interface the change order to JC via the PM Interface program.

4. Important Considerations

   1. Deleting a JC Change Order may affect monthly reporting (e.g., Work in Progress reports).

   2. If the original change order was approved in a closed month, re-approving it in a new month could impact reports.

   3. To avoid issues, consider alternatives like making the phase inactive, creating a new phase, and using JC Cost Adjustments to reflect actual costs (negative on old phase, positive on new).