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

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:

4. Click Sold

In the Dialog box:

6. Click OK
   • Authorization to Proceed window will open
7. Enter the authorization to proceed
   • E.g. email approval by contractor

8. Click OK
   • The Product Release Warning! dialog box will open
9. Click OK

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

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

Scheduling and Releasing Orders

In the Order Scheduling window:

1. Open the project

Under the order column:

2. Filter by the change order number

On the change order product line items:

3. Update the Requested Delivery Date column
4. Check the Released Checkbox

5. 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

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:

3. Enter the approval number

4. Click Save & Close

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