Questions Creating Change Orders Outside of Projects
Would anyone happen to know if the system supports Change Orders for Purchase Orders that are designated as non-project ( x -- Non-Project Code)
I'm using the construction edition of Acumatica.
Any leads or information would be greatly appreciated.
You should be able to enable the Change Orders feature on the Enable/Disable Features (CS100000) screen:
That will give you a CHANGE ORDERS tab on the Projects (PM301000) screen:
Is this what you are looking for?
Sorry about that, I read too fast and totally missed that in your first post.
I don't think this functionality exists out-of-the-box as far as I know.
You could turn on Audit History on Purchase Orders to automatically track when certain field values change, but that's not full Change Order tracking.
What have people found as best practices to manage a scope change to a project (ie total project value).
Our customers demand a QT with the estimated change (we generate a QT), once approved the Project value is updated. It would be great to have the info within the project tabs as activities that we can log the instance of sending a QT, receiving an approved QT and updating the project budget, etc.
Our current practice is uploading attachments to the "files" section in that project and self managing that