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Entering prime changes for contracts

On the Prime Change Details tab, enter changes to costs that affect the job contract. For example, the client might request changes that do not incur costs to you, but you want to charge the client for the changes.

Before entering prime changes

Consider the following points:

If the amount of change is negative, enter a negative amount.
On the Prime Change Details tab, Sage 100 Contractor calculates the amount requested for each line item using the following formula: (estimated cost * overhead rate * profit rate = amount requested).
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.
On the Prime Change Details tab, enter the amounts approved by the client in the Approved cells. Sage 100 Contractor uses the amounts in the Approved cells when you create the invoice.

To enter prime changes:

Open 6-4-1 Change Orders.
In the Job box, enter the job number.
If the job uses phases, enter the phase number in the Phase box.
In the Description box, enter a brief statement about the change order or use the lookup window to enter an existing description.
In the Change# box, enter the change order number.

When creating a series of change orders for a job, Sage 100 Contractor suggests the next number in sequence automatically.
In the Reason box, enter the reason using the lookup window, and then press the Enter key.
(Optional) In the User Def1 and User Def2 text boxes, enter the user-defined information as necessary.
In the Order Date box, enter the date of the change order.
In the Submitted box, enter the date of when the change was submitted.
In the Status list, click the status.
In the Type list, click the type.
On the Prime Change Details tab, do the following for each item affecting the job contract:
In the Description cell, enter a brief statement about the change work.
In the Estimated cell, enter the amount of change to the contracted amount.
If you want to include overhead, enter the rate in the O/H Rate cell.
If you want to include profit, enter the rate in the Profit Rate cell.
In the Requested cell, enter the amount you are requesting.
In the Cost Code cell, enter the cost code using the lookup window.
In the Cost Type cell, enter the cost type using the lookup window.
Click File > Save.