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How do to process a credit change order on a PO for construction projects?

  • 1.  How do to process a credit change order on a PO for construction projects?

    Posted May 21, 2019 06:04 PM

    We recently transitioned into GP and are still in the process of acclimating into this new system. I work in the Engineering Department and process PO's, invoices and change orders for construction projects.   I am able to perform most of these transactions successfully; however, I am unable to process a credit change order to any associated project under a particular PO. 

     

    Historically, we have managed and tracked invoices and change orders, adds and credits, for a specific project/vendor at the PO level. At the moment, credit change orders are not being tracked/processed in any and this impacts our PO/project budget totals at the GL level and by extension reports.  In exploring GP/Projects, I have noticed a Change Order tab under the project module and I suspect this may be a way to reconcile this issue but I am unable to add any information in this screen.  At this time, all I have access to in the Project module is creation of new projects.  Bottom line, I don't know the how-to's of this task and am seeking support to figure this out. 

     

    Can anyone provide direction or a how to process on how to reconcile credit change orders for a specific PO?  Any input or reference to go to is greatly appreciated.  Thank you.

    Kind Regards,

    Vanessa

    #Admin, Accounting, Projects



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    Vanessa Ventura
    Silicon Valley Clean Water
    Redwood City CA
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  • 2.  RE: How do to process a credit change order on a PO for construction projects?

    GPUG ALL STAR
    Posted May 22, 2019 04:31 PM
    Hi @Vanessa Ventura,
    I don't think that Change Order in PRoject Accounting (PA) is meant for this type of transaction.. I've never used CO's, but my understanding is that it serves as main purpose to adjust a Contract's budget :

    Project change control
    This part of the documentation includes information for project managers about how to specify whether change orders can be entered for contracts and projects, and how to enter change orders.
    You can enter change orders for contracts, and you can use change orders to revise budgets and enter quote information for projects. You also can use change orders to modify project budget settings for a cost category and modify fee assignments for a project.


    ​Maybe @Tanya Henderson could chime in for this question.. ​

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
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