Workflow for Commitment Change Orders?

Here are my best practices:

 Change Order:

• Navigate: From the Acumatica dashboard, navigate to the project containing the existing commitment.
• Change Order Section: Locate and access the change order section or module within the project.

Create a New Change Order:

• Option to Add: Look for an option to add or create a new change order. This could be a button or link labeled "Add"
• Form: A form or template should appear where you will input the details of the change order.

Populate Fields:

• Scope of Change: Describe the specific changes required, such as added tasks, modifications, or deletions.
• Cost: Estimate the additional costs or savings associated with the change order.
• Schedule Impact: If applicable, provide details on how the change will affect the project’s timeline.

Attachment of Relevant Documents:

• Supporting Documents: Attach any drawings, specifications, or other documents that provide additional information or clarification on the change order.
• Document Management: Ensure that documents are labeled and organized for easy reference.

Associating with Existing Commitment:

• Commitment Identification: Identify the existing commitment that the change order is associated with.
• Link: If possible, link the change order directly to the existing commitment to maintain an organized record.

Additional Details:

• Justification: Provide a thorough justification for the change, explaining why it's necessary and beneficial.
• Impact Analysis: Include an analysis of the change's impact on the project’s scope, budget, and schedule.

Submission for Review:

• Internal Review: Before official submission, have the change order reviewed internally to ensure accuracy and completeness.
• Adjustments: Make any necessary adjustments based on internal feedback.

Save & Record:

• Save: Save the change order in the system.
• Record Keeping: Ensure that the change order is recorded for easy retrieval and reference.