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Change Order Billing - Tell us your workfow

  • May 14, 2026
  • 2 replies
  • 58 views

joelhoffman
Acumatica Moderator
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Hello Community!

As we broaden and simplify functionality, we would like to confirm our ideas and hear how your workflow may be improved within Acumatica.

We kindly ask you to spend a few minutes to fill out a survey:  https://www.surveymonkey.com/r/QMTHXV6

Thank You.

2 replies

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  • Freshman II
  • May 16, 2026

Done - love that you are focusing on this workflow!!


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Hi! Thank you for putting some focus on the change order process. One issue that I don’t believe I wasn’t able to clearly draw attention to in the survey is the ability to use standard inventory rates in the change order process. 

Business case example: We have a project on progress billing, set up as a lump sum. Project has a change order that is going to require an additional week onsite.  Ideally, we would log a change request by adding in our standard rates for labor hours (per position), equipment and materials. However, because the change request will not populate standard inventory rates, we have to run the change order calculations outside of Acumatica via excel document and add in.

To make the change request process more usable, we should be able to select where the change request/change order finds the rates and then price out the change order directly in the system.