Add Change Orders and Variances

Add change orders or variances to a budget or purchase order when the original issued budget or PO changes. Change orders originating from a sales center (after import into WMS and approval in Sales Pricing) will show up in the budget for that job as unissued.

To add change orders or variances in the Issue Budgets/Issue Purchase Orders screens:

With the cursor, highlight any level node in the left tree, then click the Add Changes icon in the screen's toolbar, and the Add Change Order/Variance dialog appears on the right. Or, right-click at the desired node, and select Add Changes from the pop-up menu. Or, select Add Changes from the Issue Budgets/Issue Purchase Orders menu. Type a document number and a description of the change order or variance within the first two fields. Click on the Document Type drop-down menu, select either Customer Change Order, Non-Billable Variance or Warranty Order. Currently, Warranty Orders selected here will not integrate with Warranty Management, powered by Corrigo™. To load change order/variance items from an estimate, click the checkbox. By default, this option is not selected. To override the JC categories with the variance category, click the checkbox. By default, this option is not selected. If the override option is checked, click the List button and select the variance category from the drop-down list.   Click OK.

If the Load Change Order/Variance Items from Estimate option is selected, the Select Sage Timberline® Office Estimate dialog appears.

8. Select the estimate to import.

9. Click Open to import the estimate.

The new estimate information will appear as a separate node in the tree on the left side of the screen if the  Sort By field is set to Estimate/Release Code/Activity.

10. Click the Save button in the screen's toolbar.

11. • Or, click the Cancel button in the screen's toolbar.

11. The newly-added budget item will need to be issued, using the same method used to issue the initial budget.

Related Topics:

Overview of Issue Purchase Orders Screen

Sort By Menu

Expand/Collapse Screen

Add Estimate

Delete Estimate

Refresh Timberline Estimate

How to Issue Purchase Orders

Cancel a Purchase Order

Delete a Purchase Order

Multi Cancel/Delete Wizard

Preview Purchase Orders

Issued Summary Screen

Add Items

Change Suppliers or Costs

Copy Purchasing Activities

Delete Purchasing Activities or Items

Refresh Costs

Refresh Data

Refresh Suppliers

Cancelled Summary Screen

Print or Re-Print Purchase Orders

Send Purchase Orders to Suppliers

Issuing Purchase Orders if Budgets are Finalized in Sage Timberline Office Job Cost

Print Reports