Adding line item to SOV when submitting change order

  • 9 November 2023
  • 1 reply

Userlevel 3

Do I need to add a line item to revenue budget FIRST before putting a change order in that will affect my revenue budget? I hate having to add it first and then do a change order but it seems like that what Acumatica requires? 


Best answer by Laura02 9 November 2023, 23:10

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It’s possible to use existing project tasks on a Change Order.  However, most clients want to leave the original tasks with their budgets intact and have the Change Order post to a new task, and keep the cost/revenue resulting from the Change Order separate.

Therefore, yes, the Task does need to be added to the project.

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