Learn more

About automatic numbering for change orders

Entering prime and sub changes for contacts and budgets

Entering prime changes for contracts

Entering sub changes for budgets

On the Budget and Sub Change Details tab, you can enter changes to subcontracts that have no effect on the job contract.

Before entering sub changes for budgets

Consider the following points:

  • If the amount of change is negative, enter a negative amount.
  • The Subcontract column displays the subcontract number and its record number.
  • If this change order is for an upgrade, select the Upgrade checkbox. This data will then be used on 6-1-13-41 Homebuilders reports.

To enter a budget sub change:

  1. Open 6-4-1 Change Orders.

  2. In the Job box, enter the job number.

  3. If the job uses phases, enter the phase number in the Phase box.

  4. In the Description box, enter a brief statement about the change order or use the lookup window to enter an existing description.

  5. In the Change# box, accept the change order number or enter a different one.

    When creating a series of change orders for a job, Sage 100 Contractor suggests the next number in sequence automatically.

  6. In the Reason box, enter the reason using the lookup window, then press the Enter key.

  7. (Optional) In the User Def1 and User Def2 text boxes, enter the user-defined information as necessary.

  8. In the Order Date box, enter the date of the change order.

  9. In the Submitted box, enter the date of when the change was submitted.

  10. In the Status list, click the status.

  11. In the Type list, click the type.

  12. In the Budget and Sub Change Details tab, for each item affecting the budget:

    1. In the Description cell, enter a brief statement about the change work.

    2. If you want to change the budgeted hours, enter the amount of change in the Budget Hours cell.

    3. If you want to change the budgeted units, enter the amount of change in the Budget Units cell.

    4. If you want to change the budgeted amount, enter the amount of change in the Budget Amount cell.

    5. If the change work affects a vendor, enter the vendor number in the Vendor cell.

    6. If you want to change a subcontract, enter the record number of the Subcontract cell.

    7. In the Change# cell, enter the change order number you want to assign the subcontract.

    8. In the Status cell, select the sub change status.

    9. In the Cost Code cell, enter the cost code using the lookup window, then press Enter.

    10. In the Cost Type cell, enter the cost type using the lookup window, then press Enter.

  13. Click File > Save.