Ideas for Acumatica

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Allow for pending change orders

Allow for a status of pending changes orders that will show on the project and project reports, but not be approved yet.  Construction companies & PMs like to see potential change orders.  It is important for forecasting.

  • Bronwyn Duprey
  • Jan 30 2019
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  • Admin
    Feedback Admins commented
    25 Mar 15:44

    The change requests feature along with the Potential CO buckets on the project's revenue and cost budget records was introduced in 2019R2.

    Please create a separate idea for other feature requests mentioned in this thread.

    Kate Stepalina

  • Michael Wansor commented
    03 Jan 19:07

    Add ability to add or not add pending to Potential budget if started. Under new accounting regs may need to allow two flags and create new summary in budget. Add revenue to Budget box and Add Cost Estimates box. This should be similar in CR if you are going to add to Potential Charge Order Summary.

  • Michael Wansor commented
    July 01, 2019 14:09

    Allow user defined statuses, and provide type of change and reason fields.

  • Guest commented
    June 19, 2019 15:21

    In addition, it would be a great addition to have the mandatory filed Approval date not being mandatory at this stage as this is usually confirm once the approval from the customer is given

  • Pat Chappell commented
    June 07, 2019 15:57

    Agree with Janice Rogers that this is very important for many type of construction reports and forecasts.

  • Brian Fletcher commented
    February 01, 2019 19:30

    This would help in Project Based accounting and those that manage projects to minimize the overages or apply hours logged to a pending or approved change order. 

  • Guest commented
    February 01, 2019 05:36

    This would be very useful for projections.

  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    January 31, 2019 19:31

    Pending change orders are critical in budget forecasts. They show anticipated figures that are very important to be considered by the user who is working on budgets and trying to understand what's the number the project will end up with.

  • Janice Rodgers commented
    January 30, 2019 21:43

    This is very important for forecasting costs to complete.

  • Jane Thackray commented
    January 30, 2019 21:43

    Very valuable enhancement