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Change Orders

  • November 20, 2020
  • 6 replies
  • 1009 views
M
Jr Varsity II
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We have really changed the way the Change Order process for a specialty contractor works. If anyone would like to work together and collaborate on reports and small improvements to the screens I would like to start a user group. My goal is too leave all the Acumatica functionality in place so upgrades are not impacted.

 

A primary change in the process flow is we have created a PM status vs the Acumatica “accounting status”. In our world it takes a long time for CO to be officially approved and settled. I have a long way to go with the summaries but it seems to be working well.

Michael

 

Michael Wansor JCM Associates. Inc. msw@gojcm.com

 

 

 

 

 

 

    Irina
    V

    6 replies

    Irina
    Community Manager
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    • Irina
    • Acumatica Platform Analyst
    • November 30, 2020

    Great initiative, Michael!

    Best regards, Irina
    B
    Freshman I
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    • bbarker3
    • Freshman I
    • December 16, 2020

    Has anybody had any problems with creating a negative change order?  We are having problems and do not understand why.

    M
    Jr Varsity II
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    • msw21
    • Author
    • Jr Varsity II
    • December 16, 2020

    What kind of problems? Not accepting it or not showing up on reports correctly? I have negative CO’s in system, I have not noticed an issue.

    B
    Freshman I
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    • bbarker3
    • Freshman I
    • December 17, 2020

    The problem is creating a negative change to a subcontractor / commitment.  Does not work and according to an Acumatica consultant, it will not work.  If it works for you lets talk.

     

    You can call me at 520.260.0505

     

    Thanks for you help.

    joelhoffman
    Acumatica Moderator
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    • joelhoffman
    • Acumatica Moderator
    • December 22, 2020

    Currently, within Acumatica, a negative commitment change order is possible, but only when applied to an existing subcontract detail line and the new value does not go negative (less than unbilled amount).

     

    Users cannot create a commitment change order that creates a “new” negative subcontract detail line. That is an open item on the roadmap, planned for 2021 R2. We are looking at what it will take to get those changes specifically singled out for earlier releases.

     

    The key is the change order commitment detail line status. It will be 'update' or 'new'. If update, negative OK, based on balance. If new, negative not available.

    Joel Hoffman
    Irina
    N
    B
    Freshman I
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    • bbarker3
    • Freshman I
    • February 2, 2021

    Thank you Joel

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