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SL Change Order Entry

SL Change Order Entry changes current contract amounts on regular or add-on subcontract items, or adds new change-order items. Posted changes do not rewrite Original units or costs — Current becomes original plus change order. Committed cost picks up the CO units/dollars in the month of the CO Date.

Help’s linked primary procedure only covers adding a new item number; batch validate/post follows the normal SL batch path (not detailed on these pages).

Before you start​

  • Subcontract already exists (see Entering Subcontracts).
  • New or existing SL batch (Sequence # = New on a new batch; system assigns). On an existing batch, enter the sequence or New. File → Add Transaction pulls an existing CO into the batch.
  • Know Sub CO#, Approved CO (owner CO #), and the unit/cost deltas.

Steps — change an existing item​

  1. Open SL Change Order Entry and accept or enter Sequence #.
  2. Action defaults to A (Add) and is locked on new rows. For previously posted COs: C (Change) or D (Delete from related module files). Toolbar / Records delete only removes the batch line.
  3. Enter Subcontract and Item# (F4). Both are disabled when editing or deleting a previously posted CO.
  4. Enter Sub CO# (up to 6 digits — drives which prior COs appear on the SL Change Order report line for previously authorized net change; print includes CO numbers less than this number), optional Approved CO, Date (defaults today; month when units/dollars hit committed cost), Description (60).
  5. Enter Change to Current:
    • Units — delta to original units (negative to reduce, e.g. –150.000).
    • Unit Cost — enabled only if the item was added on the fly via SL Add Item and UM is not LS; otherwise disabled.
    • Total Cost (LS only) — delta to original total cost. For add-ons, use Add-on Amount (delta to original add-on amount; if original add-on is negative, a negative change makes it more negative).
  6. Save. Lower calculated fields show results after save.
  7. Validate and post the SL batch.

On post, PM Subcontract Detail (PMSL) updates for the CO when the SL batch month and transaction are found in PMSL.

Steps — add a new change-order item​

  1. Enter an Item# that does not exist (F4 lists existing). Warning that the item does not exist → Close → Yes to add → SL Add Item opens.
  2. In SL Add Item enter job/phase/cost type, UM, GL Account, WC and SM Ret%, supplier, description (same pattern as adding a CO item in SL Subcontract Entry) → Add.
  3. Item returns to SL Change Order Entry for the cost deltas above.

Add-ons​

Percent-of-contract add-ons are not auto-applied when you change regular/CO items on this form. After changing those items, put the add-on in the batch so the add-on change calculates and defaults.

Notes​

  • Field defs say units/total/add-on amount “affect the original” amounts; the About page says Original is unchanged and Current = original + CO. Treat Current as what updates; Original stays as posted originally.
  • Related: Entering Subcontracts, SL Add Item, Add Transaction to Batch, SL Change Order report, PM Subcontract Detail, Posting SL Change Orders in Other Forms, JC/PM Change Orders (related topics in help).