About adding change orders to subcontracts

It is likely that you will have to add one or more change orders to subcontracts during the course of a project.

Note: 6-7-1 Subcontracts control subcontract records and their interaction and integration with 6-4-1 Change Orders and 4-2 Payable Invoices/Credits. Changes made to records in 6-4-1 Change Orders and in 4-2 Payable Invoices/Credits are displayed in 6-7-1 Subcontracts.

The process of entering a change order for a contract is straight forward. You begin by referencing the job in the header section of the widow. Then after entering the required information, such as Description, Change#, Date, and Status in the header, you enter information in the tabs, Prime Change Details and Budget and Sub Change Details.

On the Prime Change Details tab, you only need to enter required information for Description, Cost Code, and Cost Type. Then you click the Budget and Sub Change Details tab to enter the changes.

There is a new column, Subcontract Line, in the Budget and Sub Change Details grid. Five of the columns of the grid now act as a unit. These columns are:

• Vendor—Enter a vendor, or accept the default vendor.
• Subcontract—Enter a subcontract number, or accept the default subcontract number.
• Subcontract Line- Select the line to affect in the subcontract, leave the cell blank to create a new line in the subcontract.
• Change#—Enter a Change#, or accept the default Change#.
• Status—Enter a Status.

Important!

These five columns act as a unit. In addition to required fields, a value must be entered under each of these columns except Subcontract Line to be able to save the change order record.

If the Subcontract Line cell is blank, you have to enter a Cost Code and Cost Type.

If you enter data in the Subcontract Line cell, Cost Code and Cost Type autofill.

Change a line or create a new line in a 6-7-1 Subcontract record

When entering a subcontract change, you can add or subtract the existing value of a subcontract record line or you can add a new line to the subcontract record. When working in the grid with your cursor in the a cell under the Subcontract Line column, you can press F5 to open the Subcontract Lines lookup window. Then select the line you want to affect by double-clicking it. Alternatively, leaving the Subcontract Line cell blank when creating a new line in the grid, creates a new line in the subcontract record.

After saving the record, you can see the changes to the subcontract record by opening the subcontract in 6-7-1 Subcontracts. In the grid, notice that the Changes column will have an entry in the line you selected when creating the change. The change is also displayed in the details summary boxes at the bottom of the window.