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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 a change order. The type of contract for the job and the change order determines what type of cost code you can apply to the change order.

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1. Choose Inquiry > Job Cost > Job Status.
2. Choose a job, then choose Change Orders.
3. In the Change Order Inquiry window, choose 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
     Choose a status for the change order.
   • Contract Type
     From the drop-down list, choose 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. Choose Save.

6. Choose 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, choose Add Cost Codes to add a cost code from the master cost code list, or choose 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 choose 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 cost codes Cost Codes to a jobJob.
10. Choose File > Print to print the Change Order Cost Codes report listing cost codes assigned to the change order.
11. Choose Save in the Change Order Cost Codes Setup window and close the window.
12. In the Change Orders window, choose File > Print to print the Change Order List.
13. 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.

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