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Job Variations

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A Job Change Order shows all the variations of a Job. You can manage these variations in the specific Job by creating one or multiple Job Change Orders that are further approved or rejected by the Customer.

List of Job Variations

There are two ways to open the list of Job Change Orders.

Way #1

  1. To view the list of Job change Orders, on the navigational sidebar select Jobs.
  2. In the expanded Sales section, select Job Variations.
  3. The empty page opens.
  4. You need to search for a Job. To do that, click the search icon.
  5. The Find Job form contains the following information:
    Show Finalized toggle Move the toggle right to see all finalized Jobs.
    Show DPP toggle Move the toggle right to see DPP Job.
    Job Job ID.
    Customer Customer name.
    Site Address Customer address.
    Finalised If Show Finalized toggle is switched to right, all finalized Jobs are marked with the icon.
    DPP If Show DPP toggle is switched to right, all DPP Jobs are marked with the icon.
  6. In the search field type the customer name or job ID and press the Enter button. The table is filtered accordingly.
  7. Tick the radio button next to the needed job.
  8. Click the Add Selected button.

Way #2

  1. To view the list of Job Change Orders, on the navigational sidebar select Job.
  2. In the expanded Sales section, select Jobs List.
  3. On the opened page search for a needed job.
  4. Hover over the job and click the Job Variations  icon.

In both cases the system opens the Job Change Orders page:

On the opened page the following information is available:

JobThe predefined job number.
CustomerCustomer name.
Site AddressCustomer address.
Change Orders tableThe grid with all Change Orders created for a particular Job.
NumberNumber of Change Order.
Date CreatedJob Change Order creation date.
DescriptionJob Change Order description.
Time ExtensionNumber of days for which Job construction will be increased.
Draw StageDraw stage name selected for the Change Order.
ClaimedThe column shows whether an invoice was issued. If it was, there is the Check icon.
StatusJob Change Order status. It could be:
  • Quote
  • Approved
  • Rejected
  • Reversed

Create / Edit Job Change Order

  1. Open a Job Change Order. Please read more about ways to open a Job Change Order here.
  2. To add a new Change Orders click the Add icon. The page opens, as follows:
  3. Specify information about the Job Change Order, as follows:
    Description Enter the Job Change Order description.
    Memo Enter the optional memo for the Job Change Order.
    Time Extension, days Enter the number of days which changes in the order can last for.
    Stage Click the field and the stage from the dropdown list.
    Price Book Click the field and the price book from the dropdown list.
    Invoice Date By default the current date is selected. To change it, click the field and select a past date from the date picker.
  4. When Job Change Order details are specified, the Add icon becomes available. Click it to add Items and Components to the Job Change Order.
  5. Once clicked, the RFQ Items & Components form opens. You can view the full list of Items or Components or browse them in breakdown by Cost Center.
  6. Tick checkboxes next to Items or Components that you want to add to the Job Change Order.
  7. When complete, click Add Selected.
  8. All newly added Items and Components are added to the Job Change Orders list. They are highlighted in light-orange color.
  9. To recalculate the Job Change Order, click Recalculate at the top of the page.
  10. To save all changes, click Process.
  11. Once clicked, the Change Order Quote Filter forms opens.
  12. Click Apply.
  13. Once clicked, the system generates link to preview Quotation for Change Order. Click the link to preview Quotation for Change Order file. When complete, click the Confirm button. The Quotation for Change Order file opens in a new tab.
  14. Once the Link to Preview Quotation for Change Order form closes, the Link to Preview Documents forms opens. Click the link to preview Job Change Orders file. Click the link to preview Job Change Orders file. The Job Change Orders file opens in a new tab.
  15. When finished, click Confirm to deliver the documents to the Customers and Suppliers.
  16. In the opened form select the printer for producing files.
  17. Click Apply.
  18. In the opened pop up window you need to log in to your Gmail.
  19. After login, the system saves Job Changes Orders.
Updated on November 11, 2021

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