About change order release

If the project has a revenue budget line with the same project task, cost code, or stock item, and account group as a revenue budget line of the change order, the system updates the following columns of the revenue budget line of the project on the Revenue budget tab of the Projects (PM301000) window:

• Budgeted CO quantity = The total quantity of released change orders

  Budgeted CO amount = The total amount of released change orders

• Revised budgeted quantity = Original budgeted quantity + Budgeted CO quantity

• Revised budgeted amount = Original budgeted amount + Budgeted CO amount

• Pending invoice amount = Completed (%) * Revised budgeted amount – Actual amount – Draft invoices amount

If the project does not have a revenue budget line with the same project task, cost code or inventory item, and account group as a revenue budget line of the change order, the system creates a new revenue budget line for the project based on the revenue budget line of the change order.

If the project has a cost budget line with the same project task, cost code or inventory item, and account group as a cost budget line of the change order, the system updates the following columns of the cost budget line of the project on the Cost budget tab of the Projects (PM301000) window:

• Budgeted CO quantity = The total quantity of released change orders
• Budgeted CO amount = The total amount of released change orders
• Revised budgeted quantity = Original budgeted quantity + Budgeted CO quantity
• Revised budgeted amount = Original budgeted amount + Budgeted CO amount

If a commitment line of the change order has the Update status, the system updates the following values of the corresponding purchase order line on the Document details tab of the Purchase orders (PO301000) window based on the commitment line of the change order:

• Order qty. = Original order qty. of the purchase order line + Quantity of the commitment line of the change order
• Open quantity = Order qty. – Qty. on receipts
• Ext. cost = Original ext. cost of the purchase order line + Amount of the commitment line of the change order
• Open amount = Ext. cost – Received amount
• Requested date = Order date of the commitment line of the change order

If a commitment line of the change order has the New line status, the system adds a new line with the following values to the Document details tab of the Purchase orders (PO301000) window for the corresponding purchase order based on the commitment line of the change order:

• Order qty. = Quantity of the commitment line of the change order

• Ext. cost = Amount of the commitment line of the change order

• Requested date = Order date of the commitment line of the change order

• The date of the created purchase order is the earliest order date of the commitment lines of the change order.

• The requested date of each purchase order line is the order date of the commitment line of the change order.

• The system generates the default description of the created purchase order by using the following formula: ‘‘‘Description’’’ = ‘Change Order#’ + [PMChangeOrder.RefNbr].

For each purchase order line updated by a change order, the system updates the corresponding project commitment the Commitments (PM306000) window. For each purchase order line created from a change order, the system creates a new project commitment. In these commitments, the values are updated as follows:

• Revised committed quantity = Order qty. of the purchase order line
• Revised committed amount = Ext. cost of the purchase order line
• Committed CO quantity = Revised committed quantity – Original committed quantity
• Committed CO amount = Revised committed amount – Original committed amount
• Committed open amount = Open amount of the purchase order line

If any commitment lines of the change order have the New document status, the system groups these lines by vendor and creates a new purchase order the Purchase orders (PO301000) window for each supplier based on the commitment lines of the change order as follows:

For each purchase order line updated by a change order, the system updates the corresponding project commitment the Commitments (PM306000) window. For each purchase order line created from a change order, the system creates a new project commitment. In these commitments, the values are updated as follows:

If the project has a cost budget line with the same project task, cost code or stock item, and account group as an updated or newly created commitment, the system updates the cost budget line of the project on the Cost budget tab of the Projects (PM301000) window. Otherwise, the system creates a new cost budget line for the project based on the commitment.

If the project does not have a cost budget line with the same project task, cost code or stock item, and account group as a cost budget line of the change order, the system creates a new cost budget line for the project based on the cost budget line of the change order.