Selections

• Specify the Job, Customer, Change request, and Change request status you want listed on the report, or press Enter to include ALL on the report. If this screen was accessed from the Contract Info Bar, the selected job number and customer code will default. If the change request is not found in the Search window, click the New button to open the Change Request Entry screen.

• If the Change request log print or Change request price summary format is selected, specify whether to include change request notes and/or associated project management documents on the report.

• If the Contract status reconciliation format is selected, enter the last contract date to be included on this report or press Enter to end with the current Accounts Receivable processing date. The fiscal year and period associated with this date will display beside the date.

Format

Select which report format you want to print:

• The Change request log print provides a detailed listing, showing the relevant dates and the number of days past due for each change request. (The days past due will continue to calculate even after the change request is Approved or Executed.) If the Project Management module is installed, this report can optionally include related documents and notes for each change request.

• The Change request price summary shows the total price (for example, the estimated cost to the contractor for contractor work and subcontract work) of each change request. This is broken out by up to six cost types, based on setup in the Job Cost Installation screen for labor, material, equipment, subcontract, and two other user-defined cost types.

• The Contract status reconciliation is sorted by change request status, starting with Executed, then Approved, followed by Proposed change requests, with subtotals for each status, followed by a job total. The change requests are sorted within each status by the change request number or by the change order number, depending on the start screen option selected.

Sort by

Select the option corresponding to how you want the report sorted by:

• Change request number

• Owner change order number

Change requests to include

Select the type of change requests to display on the screen. Options include:

• Both those associated and not associated with an owner change order

• Only those associated with owner change orders

• Only those not associated with owner change orders

Enter an Owner change order number, press Enter to accept the software default of ALL, or select from a list of available owner change order numbers.

Select the type of change requests to display on the screen:

• Both cost and non cost-reimbursable change requests

• Only cost-reimbursable change requests

• Only non cost-reimbursable change requests

Origination dates

Enter the starting and ending origination dates. Entry in these fields is optional.

Notice to proceed dates

Enter any notice to proceed date ranges for submitting and receiving the change requests that might help narrow your search. Entry in these fields is optional.

Quotation dates

Enter any quotation date ranges for submitted, due and approved change requests that might help narrow your search. Entry in these fields is optional.