Review and Finalize a Change Order

Introduction

After a Change Order  is created, we recommend you review all fields before sending the Change Order to the client. You may also decide to add more Product Items or complete other appropriate fields based on the specifics of the job and/or your company's policies. If you haven't already, please view the Create a Change Order article for more context before viewing this one. 

To begin finalizing the Change Order, click the Edit button in the top right of the Change Order Record. 

Review The Change Order For Accuracy

When reviewing a Change Order, you'll find that the majority of fields are pre-populated based on the information you entered when creating the Change Order or because they were copied over from the Contact module. Please review and confirm all fields are correct. 

About This Change Order Section

1. Ensure the Change Order Date and Product fields are completed and accurate.
2. If a 2nd Sales Rep was part of the Change Order process, ensure they are added.
   

Finance Information Section

For more information, view the Auto Add Finance Markups For Change Orders article

1. Finance Partner - pick list field where you can select the appropriate finance company if applicable.
   
2. Finance Notes - add any any relevant financing notes if applicable.
   
3. Finance Markup Used - update to Yes if you need to complete the Finance Markup process (If this is not Yes the Finance Markup process will not run).
   
4. Finance Promo Points - amount of promo points charged by the finance company you are passing to the customer (must be populated for the Finance Markup process to run).
   
5. Original Change Total - this field is auto populated with the original Change Order Grand Total amount after you complete the Finance Markup Process.
   
6. Finance Markup - this field is updated to the difference between the new Grand Total and the Original Change Order Total fields.
7. Perform Finance Markup - notes whether the Finance Markup has been completed or reversed if applicable.

Payment Schedule Section

1. Ensure % Down Payment field is entered as a whole number. After Saving, fields for the Down Payment Amount, Final Payment Amount and % Final Payment will auto-calculate and display on the Change Order Record.
   

Note

If your company uses Progress Payments, the % Progress Payment and % Progress Payment 2 fields would appear below % Down Payment.

% Down Payment Field

Fields Auto-Calculated after Change Order is Saved 

Product Changes Section

For more information, view Add Product Items to a Change Order.

1. Ensure all change order items, quantities, pricing and discounts are accurate.
   
2. Click Add row button to continue to add or edit Change Order Items.
   

Install Address Information Section

1. Ensure the property address is accurate.

Info

Custom Fields Section

1. Your company may have custom fields that need to be completed such as specific fields related to a Product. Below are examples of custom fields.
   

Save Final Change Order

Click the Save button at the top right of the Record to Save the Change Order.  Next, please view Preview Change Order Before Sending article or go directly to Send Change Orders for Digital Signature article.

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