[JC] How to Edit an Interfaced Approved Change Order that has been billed in Job Billing

Important Note:
Deleting a JC Change Order can affect monthly reporting (e.g., JC Work in Progress reports). For example, if a Change Order approved in June is corrected and re-interfaced in July (because June is closed), June’s reports may be impacted.

To avoid this, consider alternatives like making a phase inactive and creating a new phase. If necessary, use JC Cost Adjustments to move costs from the old phase (negative) to the new phase (positive) to reflect actual activity.

Steps:

1. In JC Change Orders, select the Job and ACO to edit.

2. Go to the ACO Info tab and note the Job Billing Bill Month and Bill Number from the warning.

3. Close the form.

4. In JB Progress Billing, enter the noted Bill Month and Bill Number.

5. On the Info Tab, click the Change Order button.

6. Delete the Change Order using the trashcan icon, starting with lower-level items, then upper-level. Close the window.

7. Return to JC Change Orders and delete the Change Order there in the same way.

   • If you didn’t create the Change Order in PM or don’t need PM to match JC/JB, you can skip deletion and go to step 12.

8. In PM, open Approved Change Orders.

9. Edit the ACO directly or unapprove the item and edit in Pending Change Orders. Make sure Ready for Accounting is checked before interfacing.

10. Save changes and interface the Change Order.

11. In JB Progress Billing, open the same Bill Number and Bill Month.

12. On the Info Tab, click Change Order, enter the ACO number, and tab until the form populates. The Change Order is now fixed and re-attached to the bill.