About change order creation
For more information: Change orders (PM308000), Projects (PM301000).
In a change order with the On hold status, you can enter the necessary amendments to the project budget and commitments. On the Revenue budget and Cost budget tabs the Change orders (PM308000) window, when you edit a change order line, you can see the original budgeted amount in the Original budgeted amount column; the released and draft change order amounts in the Previously approved CO amount and Other draft CO amount columns, respectively; and the revised budgeted amount in the Revised budgeted amount column. You can do any of the following in the Change orders (PM308000) window:
On the Revenue budget and Cost budget tabs:
- Create a new budget line with a positive amount
- Create a new budget line with a negative amount
- Add an existing budget line
- Make a deduction from an existing budget line
You can add an existing budget line to be modified to the change order in the Select budget lines dialog box if you click Select budget lines on the table toolbar.
On the Commitments tab:
- Create a new purchase order with a new line
- Add a new line to an existing purchase order
- Add to an existing purchase order line
- Make a deduction from an existing purchase order line
You can add an existing commitment to be modified to the change order in the Select commitments dialog box if you click Select commitments on the table toolbar. The deduction from the amount and quantity of a purchase order line cannot be greater than the received qty. and received amount of the line.
A change order document has the following reference numbers in the top part of the Change orders (PM308000) window:
Reference no.: The number of the change order in the system. This number is assigned to each change order based on the CHANGEORD number series, which is selected in the Project accounting preferences (PM101000) window and can be reviewed or modified in the Number series (CS201010) window.
Revenue change no.: The number of the change order that can affect the revenue within the applicable project. Each project has its own number series of such change orders. The revenue change no. is an integer that the system assigns sequentially: 0001 for the first change order for the project, 0002 for the second, 0003 for the third, and so on. The last assigned number for the project is shown in the Last revenue change no. field in the Project properties area of the Summary tab of the Projects (PM301000) window.
You can manually change the revenue change no. of particular change order. (Duplicate numbers within a project are not allowed, however.) If you change the revenue change no. of a change order, you should respectively change the last revenue change no. of the corresponding project so that the system continues to assign these numbers correctly. For the changes orders that cannot affect the project revenue and the reversing change orders, the revenue change no. is read-only and equal to N/A.
For the reversed change orders, you can reuse the revenue change no or assign the revenue change no. of a reversed change order to a new change order. This will not lead to an error of duplicated numbers because the reversed change order does not affect the project revenue anymore. If you reuse the revenue change no. of a reversed change order, you should respectively change the last revenue change no. of the corresponding project in the Projects (PM301000) window so that the system continues to assign these numbers correctly.
External reference no.: The external reference number. This number, which is entered manually, can be the identifier required by the customer or the number from an external system integrated with Visma Net. A change order can also have a detailed description, which you can enter on the Detailed description tab of the Change orders (PM308000) window.