If this is a new batch, this field automatically defaults to “New.” The system assigns sequence numbers, so accept the default.

If this is an existing batch, enter the sequence number to work on, or, enter “New” to add a new sequence to the batch.

To pull an existing change order transaction into the batch, select “Add Transaction” from the File menu to access the Add Transaction to Batch form.

SL Change Order Entry

The Action drop-down on multiple forms throughout Vista.

When entering new records, this field defaults to A (Add) and cannot be accessed.

For existing records, select the action for this entry.

Enter the subcontract that requires a change order. The system disables this field when you are editing or deleting a previously posted change order.

SL Change Order Entry

Enter the subcontract item (regular, change order, or add-on) that the change order applies to or press F4 to select a one from a list. This field is disabled when you are editing or deleting a previously posted change order.

If you enter a subcontract item number that does not already exist on the subcontract, a message will appear asking if you would like to create it. Click Yes and the SL Add Item form will display.

SL Change Order Entry

Enter the subcontract change order number, up to 6 digits. This number is used to determine which subcontract change orders are included in “The net change by previously authorized Subcontract Change Orders was.....” line of the SL Change Order report. When printing this subcontract, all subcontract change orders with a number less than the one entered here will be included in that amount.

SL Change Order Entry

Enter the approved change order number. This number represents the owner’s change order number.

SL Change Order Entry

Enter the date for this change order, or, accept the current date default. This is the month the change order units and dollars will be added to committed costs.

SL Change Order Entry

Enter a description of the change order. The value in this field can be up to 60 characters long.

SL Change Order Entry

Enter the number of units that this change order affects the original units by. If subtracting from the original units for the subcontract item, enter as a negative amount (for example, –150.000).

SL Change Order Entry

This field is only enabled if the subcontract item is added on the fly using SL Item Add, and the unit of measure is not LS (lump sum). Otherwise, the field is disabled and changes to the unit cost cannot be made.

Enter the unit cost of the new item.

Once the change order is saved, the resulting calculations are displayed in the fields in the lower section of the form.

SL Change Order Entry

The label of this form displays depending on the item type specified. The two label options are discussed below.

Total Cost

This label displays for LS (lump sum) items only. Specify the amount by which this change order affects the original total cost of the subcontract.

Once the change order is saved, the resulting calculations are displayed in the fields in the lower section of the form.

Add-on Amount

This label displays for add-on items only. Specify the amount by which this change order affects the original add-on amount. If the original add-on amount is a negative amount, a negative amount will add to the total, while a positive amount will subtract from the total.

For example:

Once the change order is saved, the resulting calculations are displayed in the fields in the lower section of the form.

SL Change Order Entry