Change Request Log - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field

Description

Header

Job

Enter the job for which change requests are to display.

Customer

The customer code will default from the job file. If no customer code defaults, or if there is more than one customer for the same job, enter a valid customer code.

Through change order

The highest change order number for this contract will display in this field.

Proposed changes

The dollar amount of proposed changes displays in this field.

Financials

Original contract

The original contract amount for this contract displays.

Executed changes

The executed change amount displays for revenue, estimated cost, profit and profit percent.

Approved changes

The total amount of approved changes displays for revenue, estimated cost, profit, and profit percent.

Revised contract

The revised contract amount displays for revenue, estimated cost, profit and profit percent.

Details

Edit

Click this button to open the Change Request Entry screen in a new tab. Use this screen to edit the selected change request.

Proposal Form

Click this button to open the Change Request Proposal Form in a new tab. Use this screen to print the selected change request proposal.

Revise Status

Click this button to revise the status code assigned to the change request. The system will verify that the selected change requests are not already associated with a draw request or change order, no blank billing items and undistributed amounts exist on the Billing tab, and no blank phases exist on the Cost tab before changing the status.

Change request status codes are assigned in the Change Request Status File Maintenance screen.

Note: If the change request is associated with a change order or draw request, if billing items are blank or contain undistributed amounts, or if blank phases exist on the Cost tab, the status code cannot be changed.

New CO

Click this button to open the New Change Order from Selected Change Requests window.

Note: If the change request is associated with a change order or draw request, if billing items are blank or contain undistributed amounts, or if blank phases exist on the Cost tab,a change order cannot be added.