To print the Change Order Listing report, click on Reports in the shortcut menu, then click Job Listing Reports, then click Change Order Listing.
The Change Order listing lists change orders for jobs entered in the Job Edit Job Estimate form.
The Print Change Order listing form has the following prompts:
| Change Order: |
| Select the Change Order to print, or "(All Change Orders)" to list all change orders for the job. |
| Change Order Status: |
|
Select the status of change orders to print, or "(All Status)" for all change orders. You can set the status of change orders in the Edit Change Orders form. |
| Display Item Resources |
| Check to display item resources below each change order item. |
| Display Item Notes |
| Check to display item notes below each change order item. |
| Display Journal Notes |
| Check to display journal notes below each change order item. |
| View button |
| Click View to view a print image of the report. This will display the report in the report viewer form. |
| Print button |
| Click Print to print the report. |
| Exit button |
| Click Exit to close the form. |
The Change Order listing report has the following columns:
| Job Item |
| The name of the item. The product description, if any, appears on the line below. |
| Count |
| The item count. |
| Unit |
| The item count unit. |
| Cost/Unit |
| The item cost per unit. |
| M.U.% (Markup) |
| The item markup percent. This is entered in the Edit Job Estimate form, and is in addition to the job markup, which is entered in the Job entry form. |
| Total |
|
The Total column displays the item total. This includes the item markup, and excludes the job markup. Notes: The amounts displayed in the change order listing are estimated costs - not the actual costs (which are entered in the Job Progress entry form). When the change order listing is merged into a contract document, the costs displayed are the total customer cost, which includes the item markup, the job markup, and the Finance Charge (if any, which is entered in the Setup Job Options form. If you select the "(All Change Orders)" option in the prompt for Change Order, the report shows a separate section for each change order. If you select an individual change order, the report will just list that change order. The information that appears in the change order listing has the following sections: |
| Original Estimate |
| The original estimated job total. |
| Cancelled: |
| This displays information for an item that has been cancelled as part of a change order. |
| Added: |
| This displays information for an item that has been added as part of a change order. |
| Change Order Net Total |
| This is the total amount that will be added (or subtracted) to the job total because of the change order. |
| Estimate After CO: |
| This is the job estimate after adding the change order adjustments (Change Order Net Total). |