Change Order Listing

Any change to the budgeted amount after a job has begun constitutes a Change Order. When Change Orders are entered into the system, they are stored in the 'Change Order File.' This program is used to list the Change Orders contained in the Change Order File.

After selecting Change Order Listing from the Job Costing Report Menu, the following screen will come into view.

Click on any column header to sort the listed items. This will be useful when the list of reports has grown.

To modify the information used in generating the report, press the Add button or highlight the desired report title and press the Change button. For more information, see Add or Change a Change Order Listing.

Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted. If the No button is pressed, the program returns to the previous screen.

To print a report, press the Print button. For more information, see Printing Reports

Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
A. There is no information within the selected limits. Remove all limits. One at a time, reinsert the limits. If the report still will not print, insert a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.

1.	Report Description: Detail Change Order Listing
	Report Sample: Detail Change Order Listing
2.	Report Description: Summary Change Order Listing
	Report Sample: Summary Change Order Listing

To Add or Change a report, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of every Change Order is desired. Several limits may be set to narrow the list down to a very small range of Change Orders.

Following is a description of each of the limits. Check the appropriate boxes and enter the desired limits. When all desired limits have been set, press the OK button to save the settings. Press the Cancel button to return to the browse screen without saving the settings.

The title of the report. Warning: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will come into view when trying to print the report.

If this option is selected, only the User listed in the User field can change or delete this report.

Use this section to limit the report by Job. Use the Range setting to set a range of Job ID numbers. Use the List setting to specify a list of Jobs to be included.

Select the All radio button to ignore Job reporting limits. Select Range to enter a range of Jobs in the From and To fields. Select List to report on a list of selected Jobs.

Selects the first job in a range or a single job. Enter the number or press the lookup button and the Job setup screen comes into view.

Selects the last job in a range or a single job. Enter the number or press the lookup button and the Job setup screen comes into view. Highlight the desired record and press the Select button.

If the List radio button is selected, this button will be available. The following screen will come into view when the Edit Job List button is pressed.

Use the arrows to move Jobs from the Available list to the Included list. All Jobs in the Included Records section will be included on the report. Use the tabs to sort each section by Job Number or by Job Name.

Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.

Click this button to filter the report by values stored in Job User Defined Fields.

This section allows the selection of Customers for which the report should be printed. The name or number of the first and last Customers desired should be entered. If information is desired for only one Customer, that Customer's Name or Number should be entered in the From and To fields.

Select the All radio button to ignore Customer reporting limits. Select Range to enter a range of Customers in the From and To fields. Select List to report on a list of selected Customers.

Enter the customer number, or press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button. The program will return to the previous screen.

Enter the customer number or press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button. The program will return to the previous screen.

Click the Edit Customer List button to add or remove Customers from the list of Customers to be included in the report. The following screen will come into view.

All Available Customers that are not included in the list are displayed in these columns.

All Included Customers are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas

Click this button to filter the report by values stored in Customer User Defined Fields.

Activates the ranges defined on the next lines. This option may be used to limit Change Orders to a particular date or range of dates. To limit Change Orders to specific dates, enter the first and last dates of the desired range. To limit Change Orders to a single date, enter that date in the From and To boxes.

Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.

Selects the last date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.

Select the Project Manager for which the Change Orders will be displayed. Press the down arrow to select from a list of Project Managers.

Select the Superintendent for which the Change Orders will be displayed. Press the down arrow to select from a list of Superintendents.

If this box is checked, then the pulldown lists for Project Manager and Superintendent will include Inactive employees.

This will instruct the report to include only change orders with the selected Status(es) (Internal, Approved, Pending, Rejected).

This is an Internal Change Order that will not affect the job budget but does affect the contractor’s overall cost for the project.

This is an external Change Order that has received the approval of the Architect/ Engineer/ Owner.

This is an external Change Order that has been rejected by the Architect/ Engineer/ Owner.

This is an external Change Order that has been sent to the Architect/Engineer/Owner but has not received approval yet.

The two formats are identical except the Summary report does not list itemized Change Orders.

Checking this box will include the extended Change Order Description for each change order listed.

Checking this box will include the extended Change Order Detail Description for each change order detail line item listed.

If Change Orders have been applied to a specific Billing Phase, they can be sorted and subtotaled by phase.

Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.

Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.

Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.

This listing includes all of the information entered in the Change Order Tab in Job Setup for each of the Change Orders on each job.

The report heading includes the report title, date, page number and company name. Limits set at the time of printing are also included.

In this part of the report, costs are separated out by cost code type. The portion of the total Change Order amount assigned to each code type is displayed.

This portion shows the total Contract, Budget and Profit amounts for each type of Change Order on this listing.

This portion shows the current Contract, Budget and Profit amounts for the entire job.

The two reports are identical except the Summary report does not list itemized Change Orders