Change orders (PM3080PL)

For more information: Change orders (PM308000).

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The table columns

The first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields:

White: here you can type a specific search term to display results in this column containing this exact value.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

Element	Description
Ref. no.	The reference number of the change order, which the system automatically assigns.
Status	The status of the document, which can be one of the following: On hold The user can edit or delete the change order with only this status but cannot release it. Pending approval The order is pending approval. Open The system assigns this status to the change order if the employee who was assigned to approve the change order has approved it. If no approval is configured for change orders, the system assigns this status to the change order immediately after a user clears the Hold check box. The user can release the change order or save it with the On hold status for further editing. Closed The change order has been released and cannot be edited. Rejected The change order has been rejected and cannot be edited.
Class ID	The change order class of the order.
Customer name	The name of the customer on the change order.
Customer no.	The number of the customer on the change order.
Project ID	The ID of the project connected with the change order.
Description	The description of the project.
Revenue change no.	The number of the change order that affect the project revenue within the project, which the system uses for printing. The revenue change number is an integer that the system assigns sequentially, starting from 1 and then 2, 3, and so on. The last assigned number for the change orders of the project is shown in the Last revenue change no. field in the Project properties section of the Summary tab of this window.
Description	The description provided for the change order.
Change date	The date on which the changes made with the change order should be recorded in the project balances.
Approval date	The date that is communicated to the customer as the approval date of the agreed-upon changes.
Project no	The number of the project associated with the change order. If the change order has at least one line on the Revenue budget, Cost budget, or Commitments tab, you cannot change the project for the change order.
Revenue budget change total	The total amount of the changes of the change order to the revenue budget of the project.
Gross margin	The difference between the Revenue budget change total and the Cost budget change total values.
Created on	The creation date of the change order.
Display name	The display name of the change order.
Last modified	The date when the change order has been last modified.
Selected	The check box you select to select the order for processing.