PM Sub Change Order Form by SubCo

You can use the PM Sub Change Order Form by SubCo report by selecting Project Management > Reports > PM Sub Change Order Form by SubCo.

This report prints a Subcontract Change Order Form in Subcontract Change Order Number (SubCO) order with signature authorization lines for general contractor and subcontractor. Previous authorized change orders include the total of all approved subcontract changes with Sub Change Order Numbers (SubCO) less than the current SL change order being printed. Original, previous, and current change amounts also include Sales and VAT tax (non-interfaced sub change orders calculate tax using HQ Tax rate). In order for the report to correctly report the Original Amount, the SubCO number should be left blank on regular type items (SL Item Type 1) on an ACO if the SL Item has not yet been interfaced to SL. The report gives the option of printing several different notes fields, such as Sub CO (subcontract change order notes from PM Subcontract Change Orders), ACO (Approved Change Order header notes), and original subcontract header/item notes.

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Project (Required)

Select the Field Lookup button or press F4 to select the project.

Beginning Subcontract

Click the Field Lookup button or press F4 to select the beginning subcontract.

Ending Subcontract

Click the Field Lookup button or press F4 to select the ending subcontract.

Beginning Subcontract Change Order

Click the Field Lookup button or press F4 to select the beginning subcontract change order.

Ending Subcontract Change Order

Click the Field Lookup button or press F4 to select the ending subcontract change order.

Beginning Approval Date

Enter beginning approval date (MM/DD/YY).

Ending Approval Date

Enter ending approval date (MM/DD/YY).

Authorized by (C)ontractor or (O)wner?

Enter C or O.

Print Sub CO Header Notes?

checkbox to print subcontract change order header notes.

Print Sub CO Detail Notes?

checkbox to print subcontract change order detail notes.

Print ACO Header Notes?

checkbox to print approved change order header notes.

Print Subcontract Header Notes?

checkbox to print subcontract header notes.

Print Subcontract Item Notes?

checkbox to print subcontract item notes.