Change Orders - WebTMA 7

Path: Transactions > Estimate > Change Orders

Change Orders apply to authorized Estimates (for those that require authorization) and Project Estimates that exceed authorized amounts. Change Orders are used in the following circumstances:

  • if an authorized Estimate is changed
  • if a Project Estimate exceeds the authorized amount

To complete the Change Order window, see How to Add Estimates. The fields are essentially the same except the record numbering. See Change Order Window Details for information about how Changes Orders are numbered. Like the Estimates window, you can add multiple entries in a Change Order using the Add Item link at the top of the grid.

Change Order Window Details

The Change Order window looks like the Estimate window, but it also a read-only lines below the grid that show:

  • the original authorized time and costs
  • the Change Order time and cost
  • the budgeted amounts entered on the Entry flyout
  • the combined original Estimate and Change Order totals

Change orders are numbered automatically and correspond to the associated Estimate. Example: 21-1 means Estimate 21, Change Order 1.

Change Orders must be authorized from the Change Orders window if the related Estimate has been authorized.

If you open the window following the menu path rather than using the Action Menu link on the Estimates window, the only Estimates available for selection from the Estimate # field are those that have been authorized.

Restrictions to Change Orders

Even if you do not use Approval Routing, the Change Order still requires authorization.

If the record is Pending Authorization, all fields in all Sections are editable.

If the record is approved, only the Comments and Details sections are editable. When you click Edit, WebTMA automatically opens to the Comments section.

Change Order Restrictions for Approval Routing Users

When the Change Order requires authorization and you use Approval Routing, additional rules apply.

Records that are Pending Authorization are fully editable.

On authorized records, only the Comments and Details Sections are editable. When you click Edit, WebTMA automatically opens to the Comments Tab.

Rejected Change Orders follow the same editing rules as approved Change Orders, i.e., only the Comments and Details sections are editable.

If the Change Order does not require authorization, the same rules that apply to the related Estimate record apply. If the associated Estimate is free to be edited, so is the Change Order. If the Estimate record has limited editing, only the Comments and Details Sections of the associated Change Order are editable.


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