Change Orders

  • 20 November 2020
  • 1 reply
  • 28 views

 

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

 

 

 

 

 

 


1 reply

Userlevel 5
Badge +1

Great initiative, Michael!

Reply


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