View/Add/Edit Commitment Change Order – Form Layout and Navigation

View/Add/Edit Commitment Change Order – Form Layout and Navigation

Suggested Prior Reading

Commitment Change Order – Overview

Commitment Change Order – Status

Commitment Change Order – List Layout and Navigation

List of All Invoices for all Commitments – Layout and Navigation

List of Invoices for a specific Commitment - Layout and Navigati

Add Commitment Change Order

View or Edit an existing Commitment Change Order

Overview

The View/Add/Edit Commitment Change Order Form is where Commitment Change Orders are viewed, added, edited or deleted. The Commitment View/Add/Edit form can be accessed from different places as outlined in the Suggested Prior Reading. 

The Commitment Change Order View/Add/Edit form has the following main sections; 

Form header - if a new Commitment Change Order is being added displays “New Change Order” or if an existing Commitment Change Order is being viewed or edited, displays the Commitment Change Order number. 

Status and Form Navigation Menu - Below the Form Header is a row that displays the Status (and where the status can be changed). This row also displays the form navigation menu options.

Form Navigation Menu Options

General – This is always visible and is the default form that shows. It contains all the general information such as Description/Note and Contract Dates and is where that information can be viewed and maintained.

Schedule of Values - This is always visible and is where the detailed Commitment Change Order Schedule of Values line items are viewed and maintained.

The menu options may appear with a () and a number next to it. This is the number of items in that section.

The status can be changed directly from the drop down. For more information on the statuses see Commitment Change Order - Status. 

Steps

Click on the Navigation menu text to toggle between the different forms. The currently selected form will have the text highlighted in blue. 

Change or Set the Commitment Change Order Status 

View/Add/Edit Commitment Change Order - General Information 

View/Add/Edit Commitment Change Order - Schedule of Values

 

See Also 

Commitment Invoices


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