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

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.
 

1. Go to the JC Change Orders form and select the Job and ACO that you wish to edit.
2. Go to the ACO Info Tab.
3. Note the Job Billing Bill Month and Bill Number from the Warning Message. 

4. Close the form.

5. Go to JB Progress Billing and enter in the Job Billing Bill Month and Bill Number from the warning message.

6. Go to the Info Tab and press the Change Order button.

7. When the Change Order window appears, delete the Change Order using the trashcan icon, starting with the lower level items, then the upper level, close the window when deleted.

8. Go to the JC Change Orders form and delete the Change Order, starting with the lower level items, then the upper level, and close the window when deleted.

If you did not create the change order in the PM module or you do not care if PM has a different value then the JC and JB modules, you can make the changes here in the JC Change Order form without deleting it, and then skip to step 12 below.

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

10. You can either make the change to the ACO there, or you can unapprove the Item using the Unapproved button on the bottom of the form and then make changes back in the Pending Change Order form. (Check the 'Ready for Accounting' box in PM ACO in order to Interface).

11. After the change has been saved, you can then interface the Change Order once again.

12. Once interfaced, go to JB Progress Billing and open the same Bill Number and Bill Month.

13. Go to the Info Tab and press the Change Order button and enter the ACO number, tab until it populates the form. The Change Order is now fixed and re-attached to the bill.