Change orders

  • 19 February 2021
  • 3 replies
  • 200 views

Running Acumatica 2019R2.
We ran into an interesting issue today when adding a change order with multiple lines to a project.
In a pending state the balances tab Potential CO Amount only shows the most recently added amount from the change order not the summary of values or total from each of the line items within the change.
However - the Revenue Budget Change total on the Change Order screen does show the summary of value for the change (totals of all the line items). As well as the canned change order GI.
On approval - the balances tab does show the summary value.
Anyone else experienced this?

-Rick


3 replies

Userlevel 4
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Hi, Rick.

We are on 2021R2 and think we found a similar issue while working through our month-end change orders.

We see that Change Orders on hold (from an import scenario) are included on the Balances tab but not on the Revenue Budget tab.

Were you able to get any direction on this or are you just working around it?

Thank you,

Dave Z

We are on 2021R2 and are having a similar or the same problem. A Change Request is created with a $0 revenue change, when the Change Order is created from the Change Request, the Change Order shows a Revenue Budget Change of $0, but once it is Released, the Revenue Budget Change Total updates to a dollar amount. Why is this occuring?

@dmzasdf or @rickvandoel04 - Did either of you get this problem resolved?

Userlevel 6
Badge +2

Hi Everyone,

With our 2022 R2 release, we added new status’ and workflow around Change Management.  I’ve attached that section of our release notes for your review.

It also outlines how the related Project Budget information is calculated.

While not the same release that you are on, it may provide guidance and possibly resolve your situation(s) upon upgrade.

Thanks.

 

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