About adding change orders to subcontracts
You will probably have to add one or more change orders to subcontracts during the course of a project.
Note: The 6-7-1 Subcontracts window controls subcontract records and their interaction and integration with 6-4-1 Change Orders and 4-2 Payable Invoices/Credits. Changes to records in 6-4-1 Change Orders and in 4-2 Payable Invoices/Credits are displayed in 6-7-1 Subcontracts.
Entering a change order for a contract is straightforward. First, you reference the job in the header section of the window. Then, after entering required information, such as Description, Change#, Date, and Status in the header, you enter information in the Prime Change Details and Budget and Sub Change Details tabs.
On the Prime Change Details tab, you only need to enter the Description, Cost Code, and Cost Type. Then you click the Budget and Sub Change Details tab to enter the changes.
In the Budget and Sub Change Details grid, the following columns behave as a unit:
- Vendor. Enter a vendor, or accept the default vendor.
- Subcontract. Enter a subcontract number, or accept the default subcontract number.
- Subcontract Line. Select the line to affect in the subcontract, leave the cell blank to create a new line in the subcontract.
- Change#. Enter a Change#, or accept the default Change#.
- Status.Enter a Status.
Important! You must enter a value in each of these columns, except Subcontract Line, before you can save a change order.
If the Subcontract Line cell is blank, you must enter a Cost Code and Cost Type.
If you enter a value in the Subcontract Line cell, the program fills in the Cost Code and Cost Type automatically.
Change a line or create a new line in a 6-7-1 Subcontract record
When entering a subcontract change, you can add or subtract the existing value of a subcontract record line or you can add a new line to the subcontract record.
When working in the grid, with your cursor in the a cell under the Subcontract Line column, you can press F5 to open the Subcontract Lines lookup window. Then select the line you want to change by double-clicking it. Alternatively, leaving the Subcontract Line cell blank when creating a new line in the grid creates a new line in the subcontract record.
After saving the record, you can see the changes to the subcontract record by opening the subcontract in 6-7-1 Subcontracts. In the grid, notice that the Changes column will have an entry in the line you selected when creating the change. The change is also displayed in the details summary boxes at the bottom of the window.