Enter approved change orders in Contracts

How to enter an approved change order in Sage 300 CRE Contracts.

Information

• This solution assumes that you didn’t previously enter related pending change orders in Job Cost
• This solution also assumes you aren’t using Project Management change management for your change orders

Create a change order

Create the change order in Contracts

1. Go to Contracts, File, Open Contract.
2. Select the Contract ID.
3. Click OK.
4. From the View menu, select Change Orders.
5. From the Edit menu, select Add Change Order.
6. Enter a Change Order ID.
7. Click OK.
8. Enter the appropriate information, including a Date of revision.
9. From the Edit menu, select Add Change Order Item.
10. In the Add Change Order Item window, select the appropriate contract item and click OK. If needed, select New CN Item to quick-add a new contract item for the change order. Enter the appropriate information, and then click OK twice.
11. Enter the change order item Description.
12. Enter a value in the Amount field.
13. Click the Amount tab to enter amounts by cost type.
    
    NOTE:

    If adding JC CO links, amounts entered in the JC Price field overwrite the change order item amounts.

Create the change order in Job Cost

Create the corresponding Job Cost change order items in Contracts.

1. Select the contract change order item, and then go to Edit, Add/Edit JC CO Links.
   
   NOTE:

   For the Add/Edit JC CO Links to be available, you must link the contract item to a job.

2. Click New JC Item.
3. Information prefills from the entries you made on the Contract change order item.
   • In the Price field, enter the contract change order amount
   • In the Estimate grid, enter the estimate information
4. Click OK.
5. The Link checkbox prefills automatically for the Job Cost change order item.
6. Click Close.
   
   NOTE:

   You can change the JC CO link until you approve the change order. To access the JC CO Link details, click the …> box.

Add more change order items

Create more change order items, if needed.

1. Go to the Edit menu.
2. Select Add Change Order Item.
3. Repeat the above steps for each change order item.

Approve the change order

1. When you finish with all items, select the completed change order.
2. From the Edit menu, select Approve Change Order. Approve a contract item before you can approve the related change order.
3. Click Yes to the "Continue?" message. The text on the change order changes to a bold font. This indicates that the change order is Approved.
4. Click Start to print the Contracts Journal.