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Change Order Estimate - JC

Make the following menu selections to display this tab:

Job Cost—Reports—Job Cost Reports—Change Order Estimate

Use this page to print the Change Order Estimate report.

This report can be printed as part of a Series of Reports.

The Change Order Estimate report allows you to generate a report for the estimate information of each change order at the cost activity level. Each change order is shown with the estimate detail and a calculated projected gross profit. The report lists change orders based on the viewing privileges of the user, set up in Job Access Restrictions.

The Change Order Estimate report lists any contract that includes change orders, as well as estimates for each. Data does not rely on having a contract on the job.

The report is run for selected entitiescompanies. Sorting is available by Contract, by Customer, or Job.

Fields List

These fields allow you to select what prints on the report.

Select EntityCompany (button)

Click the button to select the entitiescompanies for which you want to print the report and click Save.

Sort By

Select an option to sort the report by. Options are Contract, Customer, Job.

Based on your selection, other options on the page may change.

New Page per Contract/Customer/Job

Select this check box and the report displays a new page when the contract/customer/job changes.

As of Date

The date you want to run the report as of. The date determines if the contract/job is included based on the contract date.The login date defaults into the field.

To change the date, click in the field and use the Electronic Calendar.

From Contract / Thru Contract

Pick a Contract ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one ID, select the same entry for the From and Thru fields.

From Customer / Thru Customer

Pick a Customer ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one customer, select the same entry for the From and Thru fields.

From Job / Thru Job

Pick a Job ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one job, select the same entry for the From and Thru fields.

NOTE that this field appears only when a job-related field is selected for Sort By.

Contract Status

Select a status and only contracts with that status appear on the report. Status options are: Open, Closed, or Both (Open and Closed).

Report Format

Select a report format:

PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.

Create Spreadsheet: Prints the report in an Excel spreadsheet.

Procedure

  1. From the Job Cost menu, select Reports—Job Cost Reports—Change Order Estimate.
  2. Use the Field List for help selecting options.
  3. Click Print.
  4. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

See Also

Reports Introduction

 

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