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Change Request - Change Order ChangeDate Limitations

  • January 17, 2022
  • 3 replies
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K
Freshman II
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Background: In the project that I am currently working on, A hard-coded Change Date of 12/31/2021 was chosen to be used for all the Change Requests coming over from a legacy Sage system.

The Change requests have been imported and I have generated the Change Orders.
The freshly generated Change Orders will use the Change Dates and Approval Dates from the Client’s legacy Sage System.
All of the dates coming in from Sage, are all prior to 12/31/2021.

 

Question: From a functional standpoint, would having a Change Order (Change Date or Approval Date) that is prior to the Change Request (Change Date), cause any issues when the client processes their billing?

 

Thank you for reading this.

-Ken Severud

Best answer by kseverud34

Sure,

(Thanks Chris),

When a change Order is created (from a Change Request) the Change Order dates take precedence.
The Change Request “Change Date” become historical at this point and would not have an impact on billing.

 

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K
Freshman II
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  • kseverud34
  • Freshman II
  • January 18, 2022

I found an answer to my question.

This question can be closed.

-ken

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • 2771 replies
  • January 18, 2022

Hi @kseverud34 can you share the answer for others who might look in the future? Thanks!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
Naveen Boga
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Freshman II
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  • kseverud34
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  • Freshman II
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  • Answer
  • January 18, 2022

Sure,

(Thanks Chris),

When a change Order is created (from a Change Request) the Change Order dates take precedence.
The Change Request “Change Date” become historical at this point and would not have an impact on billing.

 

Naveen Boga
V
Chris Hackett
3 people like this
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    Naveen Boga
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    vkumar
  • Chris Hackett
    Chris Hackett

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