Restoring a Canceled Change Order

Issue: An unsold change order is canceled but I did not cancel the change order.

Environment: Comsense Advantage

Explanation: You create all change orders from the current project 'as-built' state. The current project 'as-built' state includes the original project and all sold change orders. When you sell a change order, Comsense cancels any other unsold change orders with the same opening(s) because the 'as-built' state (what the change order was created from) no longer exists. The sold change order does not affect unsold change orders for unrelated openings.

Resolution:

  1. Generating the Change Order Report & Component Costing Report
    1. Accessing Reports
    2. Generating the Change Order Report
    3. Generating the Component Costing Report
  2. Opening the Change Order
  3. Reloading the Opening

Generating the Change Order Report & Component Costing Report

*Note: This procedure uses the New Submittal/Reporting Tool.

In the Report window, the left pane is the Report Type pane and the right pane is the Report Parameters pane. 

Accessing Reports

Advantage > Detailing > Reports

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Enterprise Navigation menu; shows the location of Detailing and Reports.
Image 1: Advantage Left-Hand Navigation Menu

Generating the Change Order Report

The Change Order report shows the quoted amount for the change order. If you have already submitted the change order quote, it is important to review this report. We recommend you print the Change Order report because the report content changes after you restore the canceled change order.

In the Report window:

  1. Open the project

In the Report Type pane:

  1. Select Change Order
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Report window; shows the location of the Change Order report.
Image 2: Change Order Report

In the Report Parameters pane:

  1. Click the Change Order Value button
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Report window; shows the location of the Change Order Value button.
Image 3: Change Order Value Button
  1. Select the sold change order
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Select Change Order window; shows a selected change order.
Image 4: Change Order Selection
  1. Click OK
  2. Click Print

Generating the Component Costing Report

The Component costing report shows which opening and product changed when the unsold change order was last priced. Review the component costing report to see which canceled change orders you need to restore. We recommend you print the Component Costing report because the report content changes after you restore the canceled change order. 

In the Report window:

  1. Open the project 

In the Report Type pane:

  1. Select Component Costing
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Report window; shows the location of the Component Costing report.
Image 5: Component Costing Report

In the Report Parameters pane:

  1. Click the Change Order Value button
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Report window; shows the location of the Change Order Value button.
Image 6: Change Order Value Button
  1. Select the Sold Change Order
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Select Change Order window; shows the selected change order.
Image 7: Change Order Selection
  1. Click OK
  2. Click Print

Opening the Canceled Change Order

In the Complete window:

  1. Open the project
  2. Click Change Order
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Complete window; shows the location of the Change Order button.
Image 8: Change Order Button

In  the Select a Change Order window:

  1. Select the canceled change order
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Select Change Order window; shows the canceled change order is selected.
Image 9: Canceled Change Order
  1. Click OK

Reloading the Opening

For more information on reloading opening options, see Reload Opening Options.

In the Change Order window:

  1. Right-click on the opening line item
  2. Click Reload Original Opening
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Change Order window; shows the Opening right-click menu and the location of Reload Original Opening.
Image 10: Reload Original Opening

If you require the changes from the recent change order on this opening:

  1. Select Reload Opening, CURRENT sold (as built) Hardware, Door and Frame
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Reload Opening Options window; shows 'Reload Opening, CURRENT sold (as built) Hardware, Door and Frame' selected.
Image 11: Reload Opening Selection

If you want the opening as-is:

  1. Select Update Opening Status, Keep existing change order modifications
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Reload Opening Options window; shows 'Update Opening Status, Keep existing change order modifications' selected.
Image 12: Update Opening Status Selection
  1. Click OK
  2. Repeat steps 1-5 for each opening line item to restore
  3. Update the opening line items to reflect the desired changes
    • Skip this step if there are no changes
  4. Click Save & Close

The change order is now restored and includes the attributes of all sold change orders.

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