Create Change Orders entry form

Create Change Orders Entry Form

To open the Create Change Orders form, click on Create Change Orders in the Job menu.

The Create Change Orders form allows you to create Change Orders.

Aside from the standard prompts available on all forms, the Create Change Orders entry form has the following prompts:

Change Order Name:

Enter the name of the Change Order.

Create Change Orders Status:

The prompt for the Change Order Status is similar to the prompt for Status in other data entry forms, except this one also allows you to set the Change Order status to Issued, or Approved.

The Change Order Status not only allows you to track the status of change orders, but it also controls whether the change order is applied to the job.

Only Change Orders with the status set to Approved are applied to the job.

Change Orders with the status set to Issued can be printed, but they are not applied to the job until the status is set to Approved.

Select Deleted to delete the change order.

You can list change orders by status in the Create Change Orders Listing report.

Issued:

Enter the date of the change order was issued.

Approved:

Enter the date of the change order was approved.

Change Order CANCEL Items:

This box lists all job items. Check the items to be CANCELED by this change order.

Change Order ADD Items:

This box lists all job items. Check the items to be ADDED by this change order.

To change order add job items, you must first enter these in the Edit Estimate form, and then check them in this list.

Change Order Notes:

Enter any notes for the change order. The Change Order notes will be printed on the change order.