About change order status
In the header, you can assign a status to the entire change order. On the Budget and Sub Change Detail tab, you can also assign a status to each line in the grid of a subcontract change order.
For example the status of the change order record in the header can be 2—Open, and the setting for a line in the grid under Status on the Budget and Sub Change Details tab can be set to 1—Approved. With a line in grid set to 1—Approved, that line can be invoiced while leaving the entire record with a status of 2—Open.
Note: Changing the status of the change order record to 6-Rejected rejects the entire change order. For consistency in functions and on reports, you should also mark as 6-Rejected the lines on the Budget and Sub Change Detail tab.
|
Status |
Description |
|---|---|
|
1-Approved |
Approved by the client/responsible party. The contract and the reports, change order aging, billings, job status, and job cost, reflect the changes. If the Approved column on the Budget and Sub Change Details tab under Status is set to 1—Approved, this line can be invoiced. |
|
2-Open |
The client/responsible party has not approved the changes yet. Only the change order aging and job status reports reflect the changes. |
|
3-Review |
The changes are under review. Only the change order aging and job status reports reflect the changes. |
|
4-Disputed |
The change order is in dispute. |
|
5-Void |
The change order is void. |
|
6-Rejected |
Rejected by the client/responsible party. |