Visma.net ERP

Change orders (PM308000)

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You can use this window to view and modify a change order, as well as to add or delete an existing change order.

The window toolbar

Element	Beskrivning
Release	Releases the change order.
Åtgärder	Provides the following menu commands: Email change order: Sends the selected change order as an email. Reverse: Invokes the creation of a new change order with lines that reverse the impact of the currently selected change order. This action is available if the currently selected change order is released.
Rapporter	Provides the Print change order menu command, which you click to navigate to the Change order (PM643000).

Element

Beskrivning

Release

Releases the change order.

Åtgärder

Provides the following menu commands:

Email change order: Sends the selected change order as an email.
Reverse: Invokes the creation of a new change order with lines that reverse the impact of the currently selected change order.

This action is available if the currently selected change order is released.

Rapporter

Provides the Print change order menu command, which you click to navigate to the Change order (PM643000).

The top part

You can use the elements in this area to add a new change order or to select an existing change order and view its details.

Field	Beskrivning
Ref. no	The reference number of the change order, which the system automatically assigns.
Status	The status of the document, which can be one of the following: On hold: You can edit or delete the change order with only this status but cannot release it. Open: The system assigns this status to the change order if the employee who was assigned to approve the change order has approved it. If no approval is configured for change orders, the system assigns this status to the change order immediately after a user clears the Hold check box. The user can release the change order or save it with the On Hold status for further editing. Closed: The change order has been released and cannot be edited. Rejected: The system assigns this status to the change order if the employee who was assigned to approve the change order has rejected it. The change order can be saved with the On hold status for further editing. Pending approval: The change order has been taken off hold (that is, this status was assigned when the Hold check box was cleared for the change order). If Approval is activated, a change order with this status is visible to the employee who has been assigned to approve it. If the change order is approved, it is assigned the Open status; if the change order is rejected, its status changes to Rejected.The change order can be also saved with the On hold status for further editing.
Parkera	A check box that indicates (if selected) that the change order is a draft and thus has the On hold status.
Change date	The date on which the changes made on the change order should be recorded in the project balances.
Approval date	The date that has been communicated to the customer as the approval date of the agreed-upon changes.
Contract time change, days	A positive or negative number of days that represents the delay of the contract and is used in reports.
Beskrivning	The description provided for the change order.
Class	The class of the change order, which is defined in the Change order classes (PM203000) window and provides default settings for the change order. If a change order class has been selected in the Default change order class field on General settings tab of the Project accounting preferences (PM101000) window that class is inserted into this field by default when you create a new change order, but you can select another class.
Projekt	The project associated with the change order. If the change order has at least one line on the Revenue budget, Cost budget, or Commitments tab, you cannot change the project for the change order.
Kundnr	The customer associated with the project.
External reference no	The external reference number of the change order.
Revenue change no.	The number of the change order that can affect the revenue within the project. That is, the change order class has the Revenue budget check box selected on the Details tab of the Change order classes (PM203000) window. You can manually change the Revenue change no. (duplicate numbers within the project are not allowed, however). If you change this number for the change order, you should respectively change the last revenue change no. of the project in the Project properties section of the Summary tab of the Projects (PM301000) window so that the system continues to assign these numbers correctly. For the changes orders that cannot affect the project revenue and the reversing change orders, this number is read-only and equal to N/A.
Revenue budget change total	The total amount of the changes of the change order to the revenue budget of the project, which is the total of the Amount column on the Revenue budget tab of the Change orders (PM308000) window.
Commitments change total	The total amount of the changes of the change order to the commitments of the project, which is the total of the Amount in base currency column on the Commitments tab of the Change orders (PM308000) window.
Cost budget change total	The total amount of the changes of the change order to the cost budget of the project, which is the total of the Amount column on the Cost budget tab of the Change orders (PM308000) window.
Gross margin amount	The difference between the revenue budget change total and the cost budget change total values.
Gross margin %	The system calculates this percentage by using the following formula: (Revenue budget change total – Cost budget change total ) / Revenue budget change total * 100.

The Cost budget tab

This tab lists all the changes that affect the cost budget of the project. Each line can modify an existing line of the cost budget or add a new one.

The table columns

Element	Description
Project task	A task of the project. If you add a new line and the project has the default project task, this task is automatically populated in the column.
Item ID	The identifier of the item associated with the cost budget line of the project. This column is shown if Task and item is selected as the Revenue budget level of the project on the Summary tab of the Projects (PM301000) window.
Cost code	The cost code associated with the cost budget line of the project. This column is shown if the Cost codes functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window and Task and cost code is selected as the Cost budget level of the project on the Summary tab of the Projects (PM301000) window.
Account group	The income account group associated with the cost budget line of the project.
Description	The description of the cost budget line that is associated with the project, project task, account group, and cost code or item.
Quantity	The quantity of the change order line.
UoM	The unit of measure of the cost budget line. This column is read-only for existing cost budget lines.
Unit rate	The price of the specified unit of the cost budget line. This column is read-only for existing cost budget lines.
Amount	The amount of the change order line in the base currency.
Original budgeted quantity	The original budgeted quantity of the cost budget line that is associated with the same project, project task, account group, and cost code or item. This column is read-only.
Original budgeted amount	The original budgeted amount of the cost budget line that is associated with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only.
Previously approved CO quantity	The total quantity of the released change orders that were created before the current one and that are associated with the same project, project task, account group, and cost code or item. This column is read-only.
Previously approved CO amount	The total amount of the released change orders that were created before the current one and that are associated with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only.
Revised budgeted quantity	The sum of the Original budgeted quantity and Quantity values. This column is read-only.
Revised budgeted amount	The sum of the Original budgeted amount and Amount values. The amount is displayed in the base currency. This column is read-only.
Revised committed quantity	The total revised quantity of the commitments that are associated with the project, project task, account group, and cost code or item. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Revised committed amount	The total revised amount of the commitments that are associated with the project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed received quantity	The total received quantity of the commitments that are associated with the project, project task, and account group. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed invoiced amount	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed open quantity	The total open quantity of the commitments that are associated with the project, project task, and account group. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed invoiced amount	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed CO quantity	The total quantity of the commitment lines of released change orders that were created before the current one and that are associated with the same project, project task, account group, and cost code or item. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed CO amount	This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Actual quantity	The total amount of the commitment lines of released change orders that were created before the current one and that are associated with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. The total quantity of the lines of the released customer invoices that refer to the cost budget line with the same project, project task, account group, and cost code or item. This column is read-only.
Actual amount	The total amount of the lines of the released customer invoices that refer to the cost budget line with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only.
Other draft CO amount	The total amount of the lines of the unreleased change orders (except for the current one) that refer to the cost budget line with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only.
Total potentially revised amount	The sum of the Revised budgeted amount and Other draft CO amount values. The amount is displayed in the base currency. This column is read-only.

The Select budget lines dialog box

This dialog box, which opens when you click Select budget lines on the table toolbar, shows the list of cost budget lines of the project. In this dialog box, you can select specific cost budget lines or all the lines and add them to the change order.

Element	Beskrivning
Included	An unlabelled check box that you select to upload this cost budget line to the change order if you then click Add lines or Add lines and close.
Add lines	Uploads the selected cost budget lines to the change order. The dialog box remains open.
Add lines and close	Uploads the selected cost budget lines to the change order and closes the dialog box.
Cancel	Cancels your selections and closes the dialog box.

The Commitments tab

This tab lists all the changes that affect the commitments of the project. On each line you can modify an existing commitment or add a new one.

The table columns

Element	Beskrivning
Status	The status of the commitment line of the change order, which can be one of the following: Update: The line updates an existing purchase order line associated with the project and project task. New line: The line adds a new purchase order line associated with the project and project task to the selected purchase order. New document: The line adds a new purchase order line associated with the project and project task to a new purchase order. This column is read-only for an existing commitment.
Uppgift	A task of the project. If you add a new line and the project has the default project task, this task is automatically populated in the column. This column is read-only for an existing commitment.
Artikelnummer	The identifier of the item associated with the commitment. This column is read-only for an existing commitment.
Cost code	The cost code associated with the revenue budget line of the project. This column is shown if the Cost codes functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Beskrivning	The description of the commitment that is associated with the project, project task, account group, and cost code or item.
Antal	The quantity of the commitment.
Beskrivning	The description provided for the change order.
Enhet	The unit of measure of the commitment. This column is read-only for an existing commitment.
Unit cost	The price of the specified unit of the commitment in the currency of the purchase order. This column is read-only for an existing commitment.
Totalbelopp	The amount of the commitment in the currency of the purchase order.
Kontonr	The expense account associated with the commitment. This column is read-only for an existing commitment.
Supplier	The supplier associated with the commitment. This column is read-only if the supplier is selected for the commitment line.
Purchase order no.	The reference number of the purchase order. In this column, you can select any normal purchase order with the On hold, Pending printing, Pending email, or Open status that has at least one non-cancelled or non-completed line. If a supplier is selected for the line, you can select a purchase order associated with only the selected supplier.
Order date	The date of the commitment. For an existing commitment, this is the date of the purchase order associated with the commitment. For a commitment line with the New document status, this column is empty by default. This column is read-only.
Valuta	The currency of the purchase order associated with the commitment. For a commitment line with the New document status, this is the default currency. This column is read-only for an existing commitment.
Purchase order line no.	The number of the purchase order line associated with the commitment. For a commitment line with the New line or New document status, this column is empty by default.
Draft invoices amount	The total amount of the lines of pro forma invoices that refer to the revenue budget line with the same project, project task, account group, and cost code or item and for which the corresponding customer invoices have not been released yet. This column is read-only.
Radbeskrivning	The description of the purchase order line associated with the commitment. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Order qty.	The original quantity of the purchase order line associated with the commitment. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Line amount	The original amount of the purchase order line associated with the commitment. The amount is displayed in the currency of the purchase order. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Ingående antal	The open quantity of the purchase order line associated with the commitment. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Open amount	The open amount of the purchase order line associated with the commitment. The amount is displayed in the currency of the purchase order. This column is read-only. For a commitment line with the New line or New document status, this amount is zero.
Amount in base currency	The amount of the commitment in the base currency. This column is read-only.
Total potentially revised amount	The sum of the Amount and Line amount values. The amount is displayed in the currency of the purchase order. This column is read-only.
Total potentially revised quantity	The sum of the Quantity and Order qty. values. The amount is displayed in the currency of the purchase order. This column is read-only.

The Selection area

The Selection area of the dialog box has the following elements, which you can use to select the criteria of purchase order lines to be displayed in the table.

Element	Beskrivning
Supplier	The supplier for which you want to view purchase order lines. If you want to see the purchase order lines associated with all suppliers, leave this field blank.
Purchase order no.	The reference number of the purchase order for which you want to view lines. If you want to see purchase order lines associated with all purchase orders, leave this field blank. In this column, you can select any normal purchase order with the Pending printing, Pending email, or Open status that has at least one non-cancelled or non-completed line. If a supplier is selected in the Selection area of the dialog box, you can select only a purchase order associated with the selected supplier.
Cost code from	The first cost code of the range for which you want to view purchase order lines. If you want to see the purchase order lines associated with all cost codes, leave this field blank. This field is shown if the Cost code functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Cost code to	The last cost code of the range for which you want to view purchase order lines. If you want to see the purchase order lines associated with all cost codes, leave this field blank. This field is shown if the Cost code functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Artikelnummer	The item for which you want to view purchase order lines. If you want to see the purchase order lines associated with all items, leave this field blank.
Uppgift	The project task for which you want to view purchase order lines. If you want to see the purchase order lines associated with all tasks, leave this field blank.

The table columns

Element	Beskrivning
Uppgift	The project task associated with the purchase order line.
Artikelnummer	The item of the purchase order line.
Cost code	The cost code associated with the purchase order line. This field is shown if the Cost code functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Purchase order no.	The reference number of the purchase order.
Supplier	The supplier associated with the purchase order.
Order date	The date of the purchase order.
Purchase order line no.	The number of the purchase order line.
Radbeskrivning	The description of the purchase order line.
Order qty.	The quantity of the purchase order line. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Enhet	The unit of measure of the purchase order line.
Unit cost	The price of the specified unit of the purchase order line in the currency of the purchase order.
Received qty.	The received quantity of the purchase order line.
Line amount	The amount of the purchase order line.
Alternate ID	The alternate identifier used for the item of the purchase order line.
Promised	The date when the item’s delivery was promised.
Supplier ref.	The supplier reference number specified for the purchase order.
Add lines	Uploads the selected cost budget lines to the change order. The dialog box remains open.
Add lines and close	Uploads the selected cost budget lines to the change order and closes the dialog box.
Avbryt	Cancels your selections and closes the dialog box.

The Attributes tab

On the Attributes tab, you can view, add, change, or delete attribute values for the change order.

Element	Beskrivning
Attribute	The attribute used for the change order.
Required	When this check box is selected, this attribute is required for the change order.
Value	The value of the attribute for the change order.

Related concepts

About change orders

Related reports

Change order (PM643000)