View/Add/Edit Commitment Change Order - General Information
Updated
View/Add/Edit Commitment Change Order - General Information
Suggested Prior Reading
Commitment Change Orders - Overview
Commitment Change Orders – Status
Add Commitment Change Order
View or Edit an existing Commitment Change Order
General - Overview
The Change Order General form is split into various sections:
· General Information
· Additional Information
· Attachments
Any items marked with an asterick is a required item.
General Information
Name | Description |
Contracted Company | The vendor or subcontractor that is doing the work, supplying the materials etc. for the Change Order. This will be auto-populated from the Commitment and can not be changed. |
Reviewer | The reviewer of the Change Order.
1) Click on the Pencil button. The list of Project Contacts is displayed. All Project Contacts setup for the project are displayed and can be selected. See Select Project Contact for more information on the navigating the form. 2) Click in the box to the left-hand side of the vendor or subcontractor to select it 3) Click Save.
Only one Reviewer can be selected. This is entered for informational and reporting purposes. |
Received From | The company and person that the Change Order was received from.
4) Click on the Pencil button. The list of Project Contacts is displayed. All Project Contacts setup for the project are displayed and can be selected. See Select Project Contact for more information on the navigating the form. 5) Click in the box to the left-hand side of the vendor or subcontractor to select it 6) Click Save.
Only one Project Contact can be selected as the Received From. This is entered for informational and reporting purposes. |
Change Order Number | The Change Order Number. This can be manually typed in or the system will auto-populate with a Change Order number (with the format as specified in the Settings section) if left blank. |
Change Reason | The reason the Change Order was initiated. |
Invoiced Date | This is the date the invoice was received from the subcontractor or vendor. This is manually entered and is informational only. This is separate from any information entered in the Commitment Invoice.
To enter or change a date: Type in the date OR Click in the Date field to bring up a calendar. See Entering Dates for more information.
|
Due Date | This is the date the change order must be approved by. This is manually entered and is informational only.
To enter or change a date: Type in the date OR Click in the Date field to bring up a calendar. See Entering Dates for more information.
|
Description/Notes | A descriptive note or name of the Change Order. This is for internal management of the Change Order and displays only on the View/Add/Edit form. Type in as required. |
In this section, any custom fields created for the Commitment are also displayed and will be entered or maintained.
Attachments
To add attachments:
Drag and drop files to the box.
OR
Click on the box to select a file and upload it.
Options after entering the General Information
Click the Save button to save the information. The General form closes and the item list form displays.
Click on Save & Email to send a notification and link to the item.
Click Close to close the form without saving any changes. If changes were made, a prompt appears to:
Cancel - Don’t’ save any changes. Close the General form and display the list of the items.
Save – Save any changes. Close the General form and display the list of the items.
Don’t Save - Don’t’ save any changes. Close the General form and display the list of the items.
Next Steps
Click on Schedule of Values text at top of form to enter, view or maintain those. See Schedule of Values.
Click Sync to ERP button on the bottom right of the form to sync the Commitment Change Order with the ERP system. Only Approved and Complete Commitment Change Orders can be synched. See Sync to ERP.
