Selling a Change Order

How to: Sell a change order.

Environment: Comsense Advantage & Enterprise

In this article:

  1. Accessing Pricing
  2. Selling a Change Order
  3. Scheduling Orders on a Change Order
    1. Accessing Order Scheduling
    2. Scheduling & Releasing Orders
  4. Approving a Change Order
    1. Accessing Projects
    2. Entering the Approval Number

Accessing Pricing

Advantage > Detailing > Princing

Click image to enlarge
Advantage Navigation menu; shows the location of Detailing and Pricing.
Image 1: Advantage Left-Hand Navigation Menu

Selling a Change Order

Before selling a change order it is extremely important you review all of the updates. Always confirm the change order is complete and correct because you cannot change or undo a sold change order.

In the Pricing window:

  1. Open the change order
  2. Review the change order
  3. Click Project Pricing tab

In the top toolbar:

  1. Click Sold
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Pricing window; shows the location of the sold button in the top toolbar.
Image 2: Sold Button

In the Dialog box:

  1. Click OK
    • Authorization to Proceed window will open
  2. Enter the authorization to proceed
    • E.g. email approval by contractor
Click image to enlarge
Authorization to Proceed window; shows an example of Authorization to Proceed.
Image 3: Authorization to Proceed
  1. Click OK
    • The Product Release Warning! dialog box will open
  2. Click OK

In the Complete window, the updated opening is green to show the change order is sold.

Click image to enlarge
Complete window; shows the highlighted green line item representing the sold change order.
Image 4: Sold Change Order Line Item

The change order is now sold and the updates are in the project. 

Scheduling Orders on a Change Order

You must input the order scheduling details in the Order Scheduling window.

Accessing Order Scheduling

Enterprise > Order Management > Order Scheduling

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Enterprise Navigation menu; shows the location of Order Management and Order Scheduling.
Image 5: Enterprise Navigation Menu

Scheduling and Releasing Orders

In the Order Scheduling window:

  1. Open the project

Under the order column:

  1. Filter by the change order number
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Order Scheduling window; shows the change order filter.
Image 6: Change Order Number Drop-Down Menu

On the change order product line items:

  1. Update the Requested Delivery Date column
  2. Check the Released Checkbox
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Order Scheduling window; shows the updated Released checkboxes and Requested Deliver Date.
Image 7: Requested Delivery Date Fields & Released Checkboxes
  1. Click Save & Close

The Order Scheduling is now updated.

Approving a Change Order

After selling a change order you can complete orders and shipments but the change order is not officially approved in the system. Comsense requires a change order approval number to include the change order on:

  • The Application for Payment
  • Invoiced values

After the customer sends you an approved change order, you must enter the approval number in the system.

Accessing Projects

Advantage > Detailing > Projects

Click image to enlarge
Advantage Navigation menu; shows the locatin of Detailing and Projects.
Image 7: Advantage Left-Hand Navigation Menu

Entering the Approval Number

In the Projects window:

  1. Open the project
  2. Click the Change Orders tab

On the approved change order line item:

  1. Enter the approval number
Click image to enlarge
Projects window; shows an example Approval Number on the change order line item.
Image 8: Approval Number Field
  1. Click Save & Close

The change order will now be included in the Application for Payment and invoiced values.

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