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Overview
Change Order Entry allows you to make changes to your contract. You can mark them as changed orders to show on billing, not mark as change order to affect the original contract amount, or an Alpha to process later.
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DELETE items set the Qty, cost and sell of the deleted item to zero in the material plan and mark the item with the change order number. If the item is already on a purchase order by default the system will revise the purchase order and set the item to CANCELLED status if the PO has been printed, or just delete the item altogether from the PO if the PO has not been printed. However you have the option to change this behavior and specify how you want the PO to be altered in the "PO" tab. Delete lines must always be entered manually as they cannot be imported from an AQ file.
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Marked as Internal Change Order
The following differences should be noted when not marking as a when marking as an Internal change order:
ADD items work similar to regular change orders except the line number remains the same as the AQ file without the "CO—1.0" prefix.
CHANGE Change Type is reserved for External Change Orders. You will need to either delete and add the items again to update Quantity, or manually adjust the pricing on the Material Plan.
REPLACE items can change the item, manufacturer or cost but NOT the sell price or quantity. For example if you need to swap an Alto Sham item for a Blodgett item this is the option to use. Replace lines can only be used in a change order not marked as a change order.
DELETE items actually remove the item from the material plan unless a PO has already been created. If a PO has been created and printed, the line item is set to zero Qty, sell and cost and the PO is revised to cancel the item by default.
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