Adding change orders to subcontracts

When you add a change order to a subcontract, you can add a new line to a subcontract or you can change an existing subcontract line.

To add a change order to a subcontract:

1. Open 6-4-1 Change Orders.

2. In the Job box, enter a job, and then in the Description box, type a brief description.

3. In the Change# box, accept the change order number entered by the program, or type a new customizable change order number.

4. In the Date box, accept the date, or type a new one.

5. In the Status box, select 2—Open or 1- Approved.

6. On the Prime Change Details tab in the grid under the Description column, enter a description.

   You can enter more information on this tab, but it is not required.

7. On the Budget and Sub Change Details tab in the grid under Description, enter a description, and then press the Enter key to move to the Budget Amount column.

8. Under Budget Amount, enter an amount, and then press the Enter key.

9. Under Vendor, enter a vendor, and then press the Enter key.

10. Under Subcontract, accept the subcontract entry, and then press the Enter key.

11. Under Subcontract Line, do one of the following:

    • Press F5 or the click the arrow, and from the Subcontract Lines lookup window, double-click the line to which you want to add the change order.
    • Skip the Subcontract Line entry.

12. Press the Enter key to move to Change# and enter a change number.

13. Under Status, enter a status, and then press the Enter key.

14. The Cost Code and Cost Type autofill from information on the subcontract record if you enter a value for Subcontract Line.

15. If the Subcontract Line cell is blank, enter a Cost Code and Cost Type.

16. From the menu, select File > Save.