Change Order

Modified on Tue, 21 Jul 2015 11:44 by tpaeglis — Categorized as: Order Entry, Project Management

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Default Menu Location
General Description
How to Create A Change Order
Standard Report Fields (Page Header)
Standard Report Fields (Detail)
Standard Report Fields (Summary)
Additional Report Fields for Customization

Default Menu Location¶

Accessible from the Reports tab of the Project Control screen.

Click here for a screenshot

General Description¶

The Changeorder screen shows all change orders associated with a specific project. The selected changed order can be viewed or printed.

How to Create A Change Order¶

A change order is created by selecting creating a sales order and selecting an order type specified for changeorders.

Enter a line item. While in edit mode, click on the notes button. Type in a detailed description, this will show on your change order report.

Standard Report Fields (Page Header)¶

Date

datetime()

"Page " + alltrim(str(_pageno)) + " of " + alltrim(str(_pagetotal))

Job Number

msnid

Status

jobstat

CO Number

sono

Order Date

sodate

Customer Name

customer

OSM

Fax

ISM

Job Name

jobname

Standard Report Fields (Detail)¶

description

notes

Standard Report Fields (Summary)¶

Original material Price

ocontract

Contract Amount from Project unless SBS, then

extstot of line items that are not NOCOMMISSION unless they are INVROLLUP also.

Previous Change Orders

iif(isnull(prevco),0,prevco)

This Change Order

thisco

Freight

freight

Tax

taxAmt

Revisded Contract Total

iif(isnull(prevco),OCONTRACT+0+thisco, ocontract + prevco +thisco)

Additional Report Fields for Customization¶