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.
Consider the following points before entering prime changes:
- 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 check box. 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:
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1
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Open 6-4-1 Change Orders. |
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2
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In the Job box, enter the job number. |
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3
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If the job uses phases, enter the phase number in the Phase box. |
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4
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In the Description box, enter a brief statement about the change order or use the lookup window to enter an existing description. |
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5
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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.
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6
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In the Reason box, enter the reason using the lookup window, then press the Enter key. |
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8
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In the Order Date box, enter the date of the change order. |
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9
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In the Submitted box, enter the date of when the change was submitted. |
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10
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In the Status list, click the status. |
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11
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In the Type list, click the type. |
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On the Prime Change Details tab, do the following for each item affecting the job contract: |
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a
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In the Description cell, enter a brief statement about the change work. |
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b
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In the Estimated cell, enter the amount of change to the contracted amount. |
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c
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If you want to include overhead, enter the rate in the O/H Rate cell. |
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d
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If you want to include profit, enter the rate in the Profit Rate cell. |
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e
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In the Requested cell, enter the amount you are requesting. |
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f
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In the Cost Code cell, enter the cost code using the lookup window. |
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g
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In the Cost Type cell, enter the cost type using the lookup window. |
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13
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On the File menu, click Save. |
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.