If the specifications for a current job change, you can create a change order to reflect the added work, or you can edit an existing change order for the job in the Change Orders window. You can also alter financial or other information specified in the job's contract. The committed, actual, estimated, forecasted costs, and billing amounts are stored, allowing you to track profitability for individual change orders.

Standard Change Order Rules

You can add either Fixed Amount or Cost Plus change orders to a job with all contract types. You can add a Cost Plus NTE change order only to a Cost Plus NTE job.

Additional Information

Cost codes can also be applied to change orders. The type of contract for the job and the change order determines what type of cost code you can apply to the change order.

When you enter a change order transaction, make sure the posting date falls within the period you want the transaction to affect. The amounts in the Job Status by Period window and the Percentage of Completion (POC) will be totaled based on the posting dates.

Creating a Change Order

1. Select Inquiry > Job Cost > Job Status.
2. Select a job, then select Change Orders.
3. In the Change Order Inquiry window, select Add Change Orders.
4. Complete the following fields, as necessary.
   • Change Order, Description
     Accept the default number or enter your own change order number. Enter a description to further identify the change order.
   • Status
     Select a status for the change order.
   • Contract Type
     From the drop-down list, select the type of calculation method to use for the billable amount of the change order. The job contract type in the Job Status window defaults.
   • Change Order Amt.
     If you selected the Fixed Amount contract type, enter the amount of the change order. If you selected the Cost Plus NTE contract type, enter the change order maximum amount. If you chose Cost Plus as the billing type, you will not enter a change order amount. It will be automatically calculated, based on the cost code's profit type and profit amount, as costs are posted to the change order cost codes.
   • User-Defined
     Enter user-defined information.
5. Select Save.

6. Select Cost Codes to open the Change Order Cost Codes Setup window. 

7. Enter a Cost Element Type.

8. Enter a Cost Code.
   • If the contract type of both the job and change order is Fixed Amount, you can either enter a new cost code, select Add Cost Codes to add a cost code from the master cost code list, or select Use Existing Cost Codes to use a cost code already assigned to the job.

   • If the job contract type and/or change order contract type is Cost Plus or Cost Plus NTE, you can only enter a new cost code for the change order. The Add Cost Codes and Use Existing Cost Codes buttons will be disabled.

9. Complete the remaining fields. If you are assigning a cost code with a cost element type of subcontractors, you must select a transaction type of Vendor ID and assign a vendor for the change order amount to affect the Amended Contract Amount field in the Subcontractors Maintenance window. See Adding

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1. Cost Codes to a

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1. Job.
2. Select File > Print to print the Change Order Cost Codes report listing cost codes assigned to the change order.
3. Select Save in the Change Order Cost Codes Setup window and close the window.
4. In the Change Orders window, select File > Print to print the Change Order List.
5. Post or save the change order. Once the change order is posted to the job, the expected contract amount and the estimate cost will be updated in the Job Status window.