Together we can build something great FORWARD | 2016 Change Order Management in contractERP – Best Practices Brian Mills and Ken Smith

FORWARD | 2016 Change Order Management What is a Change Order? Work added or removed from the original signed (base) contract.

FORWARD | 2016 Change Order Management What is a Change Order? Work added or removed from the original signed (base) contract. Change Order variations may include: Revenue Only Addition of Items/Labor Deletion of Items/Labor Substitution of Items

FORWARD | 2016 Change Order Management In contractERP you can create Two Types of Change Orders 1. Change Order (01, 02, 03, …) Invoice or Credit Due to Customer 2. Internal Change Order ( I 01, I 02, I 03, …) No Charge to Customer

FORWARD | 2016 Change Orders – Manual Submittal Import Manual Submittal Import Step 1: Export from Detailing Software Program to file Step 2: Import file to contractERP Detailed data imported fully into contractERP

FORWARD | 2016 Change Orders – Manual Submittal Import Manual Submittal Import Step 1: Export from Detailing Software Program to file Step 2: Import file to contractERP Detailed data imported fully into contractERP Change Order examples to be reviewed: Revenue Only Addition of Items/Labor Deletion of Items/Labor Substitution of Items

FORWARD | 2016 Change Orders - Manual Submittal Import Revenue Only Invoice or Credit to Customer; No cost in Change Order Bill by: Unit Price Use Type Resource with correct Item Category in material list line

FORWARD | 2016 Change Orders - Manual Submittal Import Add Items Make changes in Submittal software and import directly to Change Order Use filters on Submittal Import! Item Category Product Group Assignments

FORWARD | 2016 Change Orders - Manual Submittal Import Delete Items If Credit issued, then Bill by = Unit Price Use Copy Line function in Change Order Create Negative Line and Apply!

FORWARD | 2016 Change Orders - Manual Submittal Import Substitution of Items Make changes in Submittal software and import directly to Change Order Apply to Base Material!

FORWARD | 2016 Change Orders – Direct Integration Direct Integration Step 1: Detailing Software is connected directly to contractERP Allows for one step push of new data and real time data changes

FORWARD | 2016 Change Orders – Direct Integration Direct Integration Step 1: Detailing Software is connected directly to contractERP Allows for one step push of new data and real time data changes Change Order examples to be reviewed: Revenue Only Addition of Items/Labor Deletion of Items/Labor Substitution of Items

FORWARD | 2016 Change Orders – Direct Integration Two Types 1. Change Order (01, 02, 03, …) Invoice or Credit Due to Customer 2. Internal Change Order ( I 01, I 02, I 03, …) No Charge to Customer (Cost Only) Note: Lines in green can be sent to the Base or to a Change Order. Lines in Red have to be sent to a Change Order.

FORWARD | 2016 Change Orders – Direct Integration Revenue Only (Same as Manual, will still do directly in cERP) Invoice or Credit to Customer; No cost in Change Order Bill by: Unit Price Use Type Resource with correct Item Category in material list line

FORWARD | 2016 Change Orders – Direct Integration Add Items Add Opening in ePWS and push directly to Change Order Create New Release in Order Management

FORWARD | 2016 Change Orders – Direct Integration Delete Items Highlight line in Schedule, then click on delete line. The system will ask you if you want to create a Change Order

FORWARD | 2016 Change Orders – Direct Integration Substitution of Items Make changes in ePWS and push directly to Change Order through Order Management Material will automatically be applied to Base Material

Together we can build something great FORWARD | 2016 Change Order Management in contractERP – Best Practices Brian Ken Thank you for attending our session!