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Change Orders

  • Nov 20, 2020 8:43 PM UTC
  • 6 replies
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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

 

 

 

 

 

 

      6 replies

      Irina
      Community Manager
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      • Irina
      • Acumatica Platform Analyst
      • Nov 30, 2020 5:24 PM UTC

      Great initiative, Michael!

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      Best regards, Irina
      Freshman I
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      • bbarker3
      • Freshman I
      • Dec 16, 2020 2:21 PM UTC

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

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      Jr Varsity II
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      • msw21
      • Author
      • Jr Varsity II
      • Dec 16, 2020 2:29 PM UTC

      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.

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      Freshman I
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      • bbarker3
      • Freshman I
      • Dec 17, 2020 8:46 PM UTC

      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.

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      joelhoffman
      Community Manager
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      • joelhoffman
      • Community Manager
      • Dec 22, 2020 3:24 PM UTC

      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.

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      Joel Hoffman
        Freshman I
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        • bbarker3
        • Freshman I
        • Feb 2, 2021 5:42 PM UTC

        Thank you Joel

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