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Change Order Reasons

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Change Order Reasons allows you classify reasons for adding a Change Order to the Estimate for a Project.

Setting Up a Change Order Reason:

On the Work Menu at the top of the screen, click the Work Order down-arrow, and select Change Order Reasons.
The smaller-size Lookup screen will appear. (To add or change a record, see Small Lookup, Add or Edit.)
Next, the Estimate Change Reason Details screen will appear. This screen has a second Tab for Notes.

Screen fields:

Estimate Change Reason:

Required. The descriptive name for this type of reason for adding Change Orders to an existing Project Estimate.

Is Active:

Use the checkbox to indicate currently used by your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

When complete:

Click OK to save your entries and exit the screen.

 


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