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Three ways to enter Change Order Requests

Change Order Requests may be entered and edited in one of three ways:  Only entering a Sell Price, entering cost buckets (labor, material, etc.), or line items. Additionally, you may use a combination of any of the three.

Method 1: Only Sell Price (short and simple)

If your Change Order Request does not use cost detail, you may simply enter a “Sell Price” to specify the total amount of your COR.

Example
We have a Change Order Request for $1,250.00 but do not wish to detail the various costs.  We simply use the “Sell Price” field to specify the total amount of the COR as $1,250.00.

Note:  By using the "Sell Price" field we are overriding the "Grand Total" field that is calculated based upon any values entered above in cost buckets or line items.  In other words, when using the "Sell Price" (override) field, you may still populate the cost bucket fields if you wish for your own purposes, but only the "Sell Price" will be displayed on the COR output document.

Method 2: Cost Buckets (cost allocation)

Many standard CORs require to break out costs among various cost buckets.  You can do this by entering the total cost for each bucket and (optionally) applying any percentages against them above Labor Costs Breakdown.  Percentages can be compounded against their respective costs by selecting the "Yes" radio button on the "Compound Percentages” field at the bottom of the page.

Example
We have a Change Order Request for which we wish to detail the various costs.  We may enter values for any or all cost buckets (labor, material, etc.) and also specify associated percentages against each cost bucket if we wish:

Further, we may choose to compound the percentages against their respective cost bucket (this will increase or decrease the COR “Grand Total” field): 

Finally, as with Method 1, we may still use the “Sell Price” field to override your calculated costs (in this case the individual costs and associated percentages will be suppressed from printing on the COR eSUB document.)  Here, our COR calculates out to $1,392.30 but we are going to override that to $1,400.00: 

Method 3: Line Items (most detailed)

For CORs that require more detail, line items may be used.  You may still indicate applied percentages to a cost bucket that has line items.  

All line items will be summed and presented as Total for each cost bucket.  You may “mix and match” methods:  for example, you might choose to enter a specific cost amount for the Labor bucket, but then choose to enter COR line items for the Material, Subcontractor, and Other buckets.

As with Method 1, you may still use the “Sell Price” field to override your calculated costs (in this case the individual costs and associated percentages will be suppressed from printing on the COR eSUB document.)

Example
We have a Change Order Request for which we wish to use line items to break out individual costs.

Enter the first line of the COR (in this case, we select a Labor cost bucket to enter).  We enter a “Cost” of $20.00, for 25 "Hours", for 2 "Workers" which results in $1,000.00 for this Line Total.

We see that the “Labor Total” has summed up all of our Labor line items (in this case just the one) to arrive at the overall cost of $1,000.00.  We may still apply our percentages against this summed cost as before, giving us a Labor Total "With Markup" of $1,113.84 in this example.

 

Also, we’ve decided we do not need to break out the Material Cost so we’re just going to enter $200.00 directly into the “Material” cost bucket field without creating a line item for it.  

We can “mix and match” direct entry in the cost bucket fields, and using line items, to get a Grand Total.

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