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Adding line item to SOV when submitting change order

  • 9 November 2023
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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? 

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Best answer by Laura02 9 November 2023, 23:10

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Hello,

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.

Your Idea already exists in the Ideas section of Acumatica community!  Please vote here:

 

Laura

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