Contract Change Order - Financial Markups - Copied from Change Requests
Updated
Suggested Prior Reading
Contract Change Order - Financial Markups
Settings - Change Requests - Change Request Settings - Enable Change Request Markups
Copy the Financial Markups from the Contract
This is an overview for Financial Markups being automatically copied from the Change Request to a Contract Change Order.
In order for Financial Markups to be copied from a Change Request to a Contract Change Order, the System Administrator must turn on the option that enables this.
The steps to enable copying of Financial Markups from Change Requests are:
- The System Administrator must enable the setting.
- When a Change Request is created, any Financial Markups on the Contract are automatically copied to the Change Request.
- The Financial Markups copied from the Contract can be changed on the Change Request; including editing or deleting them
- New Financial Markups specific to the Change Request can be added
- When the Change Request Line Items are created on a Contract Change Order, all Financial Markups from all Change Requests are copied to that Contract Change Order
- The Markup Name will automatically include the Change Request number that it was copied from (in brackets)
- The Financial Markup copied from the Change Request can not be edited (it can be viewed) only
- The Financial Markups will only apply to the Line Items created from the Change Request they are associated to
- The Financial Markup copied from the Change Request can be deleted
- New Financial Markups specific to the Contract Change Order can be added
The above is applicable regardless of whether Change Request Line Items are being added to a new Contract Change Order that is being created or an existing one that is being updated.
Note* If the setting to copy Financial Markups from a Change Request to a Contract Change Order is turned off, then any Contract Financial Markups are copied to the Change Request from the Contract automatically and can not be changed. The Contract Change Order can only have Financial Markups copied from the Contract or setup specifically for the Change Request. See Next Steps below for more information.
To copy Financial Markups from Change Requests, the Contract Change Order must be created or edited from the Change Request. There are various ways to do this depending on the view applicable to the organization.
Next Steps
Enable the setting of maintain Financial Markups on Change Requests, see Settings - Change Requests - Change Request Settings - Enable Change Request Markups.
To setup Financial Markups on the Change Request, see Change Request - Financial Markups - Overview.
To copy Financial Markups from Change Requests (see the following help for the view applicable (see Change Requests - Multiple Lists and Views, for the appropriate view for the organization):
- For the Simple List View, see Create Change Request Line Items on Contract Change Orders (Simple List View)
OR
- For the Grouped List View, see Create Change Request Line Items on Contract Change Orders (Grouped List View)
For information on copying Financial Markups from Contracts, see See Contract Change Order - Financial Markups - Copy from Contract.
To maintain Financial Markups specifically for the Contract Change Order, see Contract Change Order - Financial Markups - Create OR Contract Change Order - Financial Markups - Maintain.
