Change Orders
The Change Orders data model provides a detailed view of construction project change orders in Acumatica. It includes change order headers and lines, project and customer information, approval and change dates, statuses, classes, quantities, revenue, costs, commitments, and gross margin measures. Use it to track pending and released changes, understand their financial impact, and review change order activity by project, customer, task, account group, cost code, and inventory item.
How to use this data model
- Review change orders by project and customer to understand where scope and financial adjustments are occurring.
- Track change order status, approval dates, and release indicators to monitor progress through the approval process.
- Analyze revenue, cost, and commitment amounts to measure the financial impact of each change order.
- Monitor gross margin amount and gross margin percentage to evaluate the profitability of proposed or approved changes.
- Review change order lines by task, account group, cost code, and inventory item for detailed cost and revenue analysis.
- Compare change order classes and source groups to understand the type and origin of each change.
- Identify rejected or unreleased change orders that may still require review or follow-up.
- Analyze quantities and line descriptions to connect financial changes with the operational scope being modified.
Available views
| View | Type | What it shows |
|---|---|---|
| Change Orders | Worksheet | Displays change orders by reference number, including status, dates, customer and project details, revenue, costs, gross margin, and committed amounts. |