/visma-net-erp/help/project-accounting/change-orders section 2026-02-19T17:09:06+01:00 # Change orders /visma-net-erp/help/project-accounting/change-orders/about-change-order-management page Visma Net provides the change order functionality, which you can use to control changes to project’s budgeted and committed values and control the profitability of every change initiated by a customer. 2026-02-19T17:09:06+01:00 # About change order management Visma Net provides the change order functionality, which you can use to control changes to project’s budgeted and committed values and control the profitability of every change initiated by a customer. A change order is a document for profitability analysis and an audit trial of changes to the project revenue budget, commitments, and budgeted costs. Change orders do not alter the original figures of a project directly; they are tracked separately from the original figures for analysis. Change orders provide the following functionalities: + The ability to record changes to the project revenue budget, cost budgets, and commitments. + The ability to review the list of change orders related to a project on the **Change orders** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window. + The ability to see in the [Commitments (PM306000)](/visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000/) window the changes for each purchase order as well as the original and committed values. + The ability to see on the **Change orders** tab of the [Purchase orders (PO301000)](/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/) window the list of change orders that affect the purchase order. + The ability to see the profitability of every change of the project budget initiated by the customer. The functionality of change orders is available only if the **Change orders** feature is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. To enable the change order workflow for a project, which enables the creation of change orders, select the **Change order workflow** check box on the **Summary** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window and save changes to the project. /visma-net-erp/help/project-accounting/change-orders/about-change-order-creation page You can create a new change order either directly in the Change orders (PM308000) window or in the Projects (PM301000) window, if you click Create change order on the window toolbar or click Create change order on the table toolbar of the Change orders tab. 2026-02-19T17:09:06+01:00 # About change order creation You can create a new change order either directly in the Change orders (PM308000) window or in the Projects (PM301000) window, if you click Create change order on the window toolbar or click Create change order on the table toolbar of the Change orders tab. For more information: [Change orders (PM308000)](/visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm308000/), [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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 > [!NOTE] > 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 > [!NOTE] > 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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/) window and can be reviewed or modified in the [Number series (CS201010)](/visma-net-erp/help/common-settings/common-settings-windows/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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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)](/visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm308000/) window. /visma-net-erp/help/project-accounting/change-orders/about-change-order-release page When a change order is released, the balances and commitments of the corresponding project are updated as follows: 2026-02-19T17:09:06+01:00 # About change order release When a change order is released, the balances and commitments of the corresponding project are updated as follows: + 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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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 > [!NOTE] > As the result of the update, this amount can take rational values, including negative ones. + 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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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)](/visma-net-erp/help/purchases/purchases-windows/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)](/visma-net-erp/help/purchases/purchases-windows/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]. > [!NOTE] > A purchase order that originates from a change order cannot be edited or removed and can be only canceled, completed, or altered by yet another change order. For each purchase order line updated by a change order, the system updates the corresponding project commitment the [Commitments (PM306000)](/visma-net-erp/help/project-accounting/project-accounting-windows/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)](/visma-net-erp/help/purchases/purchases-windows/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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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)](/visma-net-erp/help/project-accounting/project-accounting-windows/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. > [!NOTE] > After a change order has been released, it can no longer be changed, only reversed in the [Change orders (PM308000)](/visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm308000/) window by clicking the **Reverse** action on the window toolbar.