Looking for best practices on adding change orders to an existing commitment?
Right now we’re adding line items to the bill but I don’t think that’s the proper way to capture a commitment change order. If anyone can link a video on how to do this or describe best practices it would be very helpful! Thank you!
Best answer by StevenRatner
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.
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.
