Skip to main content

Change Orders

  • 20 November 2020
  • 6 replies
  • 895 views

Forum|alt.badge.img
  • Jr Varsity II
  • 12 replies

 

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

 

 

 

 

 

 

Did this topic help you find an answer to your question?

6 replies

Irina
Community Manager
Forum|alt.badge.img+8
  • Acumatica Support Analyst
  • 504 replies
  • November 30, 2020

Great initiative, Michael!


Forum|alt.badge.img
  • Freshman I
  • 10 replies
  • December 16, 2020

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


Forum|alt.badge.img
  • Author
  • Jr Varsity II
  • 12 replies
  • 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.


Forum|alt.badge.img
  • Freshman I
  • 10 replies
  • 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
Forum|alt.badge.img+2
  • Acumatica Moderator
  • 275 replies
  • 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.


Forum|alt.badge.img
  • Freshman I
  • 10 replies
  • February 2, 2021

Thank you Joel


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings