Change Orders

Form ID: (PM308000)

You can use this form to create, view, and modify change orders for projects, as well as to add or delete a particular change order. For more information, see Tracking Changes to Project Budget.

This form is available if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Approve	Changes the status of the change order from Pending Approval to Open. Depending on the settings of the approval map, the system may also display the Enter Reason dialog box, in which you enter a comment explaining your decision to approve the change order. The reason you enter will be inserted in the Reason column of the row for the approval on the Approvals tab of the current form. This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features form, an approval map for change orders has been configured on the Approval Maps form, this map is selected in the Change Order Approval Map box on the Approval tab of the Projects Preferences form, and the selected change order has the Pending Approval status. For more information, see Managing Assignment and Approval Maps.
Cancel	Cancels the change order, which changes its status to Canceled. A change order with this status cannot be edited. To edit it, you need to first manually change its status to On Hold (by clicking the Hold button) and then edit the change order. This command is available if the change order has the On Hold, Pending Approval, Rejected, or Open status.
Email	Sends the current change order as an email.
Hold	Changes the status of the record to On Hold. You click this command when you want to make changes to the record or pause its processing. This command appears if the change order has the Open, Pending Approval, or Rejected status.
Print	Navigates to the report that is specified for the CHANGE ORDER mailing of the corresponding project on the Mailing & Printing tab of the Projects (PM301000) form. If the corresponding project has no mailing setting with the CHANGE ORDER identifier, an error occurs.
Reassign	Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form. This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features form, an approval map for change orders has been configured on the Approval Maps form, this map is selected in the Change Order Approval Map box on the Approval tab of the Projects Preferences form, and the change order has the Pending Approval status. For more information, see Managing Assignment and Approval Maps.
Reject	Changes the status of the change order from Pending Approval to Rejected. Depending on the settings of the approval map, the system may also display the Enter Reason dialog box, in which you enter a comment explaining your decision to reject the change order. The reason you enter will be inserted in the Reason column of the row for the approval on the Approvals tab of the current form. This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features form, an approval map for change orders has been configured on the Approval Maps form, this map is selected in the Change Order Approval Map box on the Approval tab of the Projects Preferences form, and the selected change order has the Pending Approval status. For more information, see Managing Assignment and Approval Maps.
Release	Releases the change order. This command appears if the change order has the Open status.
Remove Hold	Changes the status of the change order to Open or Pending Approval if an approval map is selected for change orders on the Projects Preferences form. This command appears if the change order has the On Hold status.
Reverse	Initiates the creation of a new change order with lines that reverse the impact of the currently selected change order. After the change order has been released, it can no longer be changed and can only be reversed. When the change order is reversed, the system creates a new change order with lines that reverse the impact of the original change order. In this reversing change order, the quantity and amount of a commitment line cannot be greater than the Received Qty. and Received Amount of the corresponding purchase order line on the Details tab of the Purchase Orders (PO301000) form. A commitment line of this reversing change order also cannot reduce the Order Qty. of a purchase order line to zero. You may cancel the purchase order line in this case. This command is available if the currently selected change order has been released.

Reassign Approval Dialog Box

In this dialog box, you can specify the new approver to whom you want to reassign the selected record or records.


Element	Description
New Approver	The name of the employee to whom you want to reassign the selected record or records.
Ignore Approver's Delegations	A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current date. If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).
This dialog box has the following buttons.
Reassign	Closes the dialog box and reassigns the selected record or records to the specified new approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Cancel	Closes the dialog box and cancels the reassignment of the selected record or records to a new approver.

Summary Area

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.


Element	Description
Reference Nbr.	The reference number of the change order, which the system automatically assigns by using the numbering sequence specified on the Projects Preferences (PM101000) form.
Status	The current status of the document. The change order can have of the following statuses: On Hold: The user can edit or delete the change order but cannot release it. The amounts and quantities in this change order are included in the potential amounts and quantities of the project budget. Pending Approval: The change order has been taken off hold (that is, this status was assigned when Remove Hold was clicked on the form toolbar). On the Approvals (EP503010) form, the change order is visible to the employee who has been assigned to approve the change order. 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 assigned the On Hold status for further editing. The amounts and quantities in this change order are included in the potential amounts and quantities of the project budget. This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and a change order approval map has been configured and then specified in the Change Order Approval Map box on the Approval tab of the Projects Preferences (PM101000) form. 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 assigned the On Hold status for further editing. The amounts and quantities of the rejected change order are excluded from the potential amounts and quantities of the project budget. This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features form and a change order approval map has been configured and then specified in the Change Order Approval Map box on the Approval tab of the Projects Preferences form. 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 clicks Remove Hold on the form toolbar. The user can release the change order or assign it the On Hold status for further editing. The amounts and quantities in this change order are included in the potential amounts and quantities of the project budget. Canceled: The change order has been canceled. The change order with this status cannot be edited. The amounts and quantities in this change order are not included in the potential values of the project budget. Closed: The change order has been released and cannot be edited. The amounts and quantities in this change order are not included in the potential amounts and quantities of the project budget.
Change Date	The date on which the changes made with the change order should be recorded in the project balances. The change date must belong to an existing financial period of the master calendar.
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.
Description	The description of the change order.
Class	The class of the change order, which is defined on the Change Order Classes (PM203000) form and provides default settings for the change order. By default, the system specifies the change order class selected in the Default Change Order Class box on the General tab of the Projects Preferences form. You can change it, if needed.
Project	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.
Customer	The customer associated with the project.
External Reference Nbr.	The external reference number. You manually enter this number, which can be an identifier required by the customer or a number from an external system integrated with MYOB Advanced.
Revenue Change Nbr.	The unique number of the change order that affects the revenue within the project. The change order has been created based on the change order class that has the Revenue Budget check box selected on the Details tab of the Change Order Classes form. This number is an integer that the system assigns sequentially, starting from 0001. You can manually change the Revenue Change Nbr. that the system has inserted. (Duplicate numbers within the project are not allowed, however.) If you need to manually assign a revenue change number, you should use a four-digit number. If you need to use mixed characters for a revenue change number—that is, some combination of letters, symbols, and numerals—add a four-digit number to the character string, resulting in a revenue change number such as CO#0001. If you manually change this number for the change order, you should respectively change the Last Revenue Change Nbr. of the project in the Project Properties section of the Summary tab of the Projects (PM301000) form so that the system continues to assign these numbers correctly. For the change orders that cannot affect the project revenue and the reversing change orders, this box is read-only and contains N/A.
Reverse Status	The reverse status of the change order. The system can assign one of the following statuses: Reversing: The change order is a reversing change order, which means that it reverses the impact of the original change order, whose reference number is shown in the Original CO Ref. Nbr. box in the summary area of this form. Reversed: The change order is an order that has been reversed. The box is shown for only the reversing and reversed change orders.
Original CO Ref. Nbr.	The reference number of the original change order whose changes the currently selected change order reverses. The box is shown only if the Reverse Status of the change order is Reversing.
Revenue Budget Change Total	The total of the Amount column on the Revenue Budget tab.
Commitment Change Total	The total of the Amount column on the Commitments tab.
Cost Budget Change Total	The total of the Amount column on the Cost Budget tab.
Gross Margin Amount	The difference between the Revenue Budget Change Total and the Cost Budget Change Total values.
Gross Margin %	The gross margin percentage. The system calculates this percentage by using the following formula: `(Revenue Budget Change Total – Cost Budget Change Total ) / Revenue Budget Change Total * 100`
Change Request Cost Total	The cost total of all the change requests linked to the change order. This box appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.
Change Request Line Total	The line total of all the change requests linked to the change order. This box appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.
Change Request Markup Total	The markup total of all the change requests linked to the change order. This box appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.
Change Request Price Total	The price total of all the change requests linked to the change order. This box appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.

Change Requests Tab

On this tab, you can view, add, or delete change requests linked to the change order.

This tab appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Select Change Requests	Opens the Select Change Requests dialog box, which you can use to link a single or multiple change requests with the change order.

Table 2. Table Columns
Column	Description
Reference Nbr.	The reference number of the change request.
Status	The status of the change request.
Description	The description of the change request.
Cost Total	The cost total of the change request.
Line Total	The line total of the change request.
Markup Total	The markup total of the change request.
Price Total	The price total of the change request.
Contract Time Change, Days	A number of days that represents the delay of the contract.

Table 3. Select Change Requests Dialog Box
This dialog box, which opens when you click Select Change Requests on the table toolbar, shows the list of all the open change requests that are related to the same project as the change order. In this dialog box, you can select specific change requests or all the change requests and add them to the change order.

The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.
Column	Description
Reference Nbr.	The reference number of the change request.
Change Date	The date on which the changes made with the change request should be recorded in the project balances.
Ext. Ref. Nbr.	The external reference number of the change request.
Description	The description of the change request.
Cost Total	The total of the extended cost of the change request.
Line Total	The total of the line amount of the change request.
Markup Total	The total of the markup amount of the change request.
Price Total	The sum of the Line Total and Markup Total of the change request.
The dialog box has the following buttons.
Add Change Requests	Uploads the selected change requests to the change order. The dialog box remains open.
Add Change Requests & Close	Uploads the selected change requests to the change order and closes the dialog box.
Close	Cancels your selections and closes the dialog box.

Revenue Budget Tab

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

Note: If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, all the amounts on the tab are displayed in the project currency. If this feature is disabled, all the amounts are displayed in the base currency.

Table 4. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
View Change Request Details	Opens the Change Request Details dialog box, which shows the list of corresponding change requests that affect the line selected in the table. This button is shown if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.
Select Budget Lines	Opens the Select Budget Lines dialog box, which shows the list of revenue budget lines of the corresponding project that you can add to the change order.

Table 5. Table Columns
Button	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.
Inventory ID	The identifier of the stock or non-stock item associated with the revenue 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) form.
Cost Code	The cost code associated with the revenue budget line of the project. This column is shown if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code is selected as the Revenue Budget Level of the project on the Summary tab of the Projects form.
Account Group	The income account group associated with the revenue budget line of the project.
Description	The description of the revenue budget line that are associated with the project, project task, account group, and cost code or inventory item.
Quantity	The quantity of the change order line.
Change Request Total Quantity	The total quantity of all the estimation lines of linked change requests with the same project task, account group, and cost code or inventory item. This column is shown if the Change Requests feature is enabled on the Enable/Disable Features form.
UOM	The unit of measure of the revenue budget line.
Unit Rate	The price of the specified unit of the revenue budget line. You can change the unit rate manually. By default, the system populates this column with the unit rate of the corresponding project budget line or with the ucnit price of the corresponding change request line. For a new line, the system populates this column with the price of the selected inventory item. The system searches for an applicable price that is effective on the date of the change order among the sales prices existing in the system. For more details on how the system searches for the price, see Automatic Price Selection: Rules of Price Selection.
Change Request Total Amount	The total amount of all the estimation lines of linked change requests with the same project task, account group, and cost code or inventory item. This column is shown if the Change Requests feature is enabled on the Enable/Disable Features form.
Amount	The amount of the change order line in the base currency. For the Quantity and Unit Rate specified for the line, the amount is calculated as Amount = Quantity * Unit Rate. You can change the amount manually.
Original Budgeted Quantity	The original budgeted quantity of the revenue budget line that is associated with the same project, project task, account group, and cost code or inventory item. This column is read-only.
Original Budgeted Amount	The original budgeted amount of the revenue budget line that is associated with the same project, project task, account group, and cost code or inventory 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 inventory 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 inventory item. The amount is displayed in the base currency. This column is read-only.
Revised Budgeted Quantity	The sum of the Original Budgeted Quantity, Previously Approved CO Quantity, and Quantity values. This column is read-only.
Revised Budgeted Amount	The sum of the Original Budgeted Amount, Previously Approved CO Amount, and Amount values. The amount is displayed in the base currency. This column is read-only.
Draft Invoice 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 inventory item and for which the corresponding accounts receivable invoices have not been released yet. If the Create Pro Forma Invoice on Billing check box is cleared for the project of the Summary tab of the Projects, the column shows the total amount of unreleased accounts receivable invoices that refer to the revenue budget line with the same project, project task, account group, and cost code or inventory item. The amount is displayed in the base currency. This column is read-only.
Actual Quantity	The total quantity of the lines of the released Accounts Receivable invoices that refer to the revenue budget line with the same project, project task, account group, and cost code or inventory item. This column is read-only.
Actual Amount	The total amount of the lines of the released Accounts Receivable invoices that refer to the revenue budget line with the same project, project task, account group, and cost code or inventory item. The amount is displayed in the base currency. This column is read-only.
Completed (%)	The percentage of the work on the task that has been completed for the revenue budget line with the same project, project task, account group, and cost code or inventory item. 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 revenue budget line with the same project, project task, account group, and cost code or inventory 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.

Table 6. Change Request Details Dialog Box
This dialog box, which opens when you click View Change Request Details on the table toolbar, shows the list of related change requests that affect the selected change order line.

The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.
Column	Description
The upper table shows the list of related change requests that affect the selected change order line.
Reference Nbr.	The reference number of the change request.
Description	The description of the change request.
Quantity	The quantity of the estimation lines of the change request that affect the selected change order line.
Unit Price	The unit price of the estimation lines of the change request that affect the selected change order line.
Ext. Price	The extended price of the estimation lines of the change request that affect the selected change order line.
Line Amount	The line amount of the estimation lines of the change request that affect the selected change order line.
The Markups table shows the list of related markups that affect the selected change order line.
Reference Nbr.	The reference number of the change request the markup originates from.
Type	The type of the markup.
Description	The description of the markup.
Value	The percentage or amount of the markup, depending on the markup type.
Markup Amount	The markup amount.

Table 7. Select Budget Lines Dialog Box
This dialog box, which opens when you click Select Budget Lines on the table toolbar, shows the list of revenue budget lines of the project. In this dialog box, you can select specific revenue budget lines or all the lines and add them to the change order.

The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.

The table includes standard columns of the Revenue Budget tab of the Projects form and a column specific to this dialog box. For the list of standard columns, see Table Columns.
Column	Description
Included	An unlabeled check box that you select to upload this revenue budget line to the change order if you then click Add Lines or Add Lines & Close.
The dialog box has the following buttons.
Add Lines	Uploads the selected revenue budget lines to the change order. The dialog box remains open.
Add Lines & Close	Uploads the selected revenue budget lines to the change order and closes the dialog box.
Cancel	Cancels your selections and closes the dialog box.

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.

Note: If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, all the amounts on the tab are displayed in the project currency. If the feature is disabled, all the amounts are displayed in the base currency.

Table 8. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
View Change Request Details	Opens the Change Request Details dialog box, which shows the list of corresponding change requests that affect the line selected in the table. This button is shown if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.
Select Budget Lines	Opens the Select Budget Lines dialog box, which shows the list of cost budget lines of the corresponding project that you can add to the change order.

Table 9. Table Columns
Button	Description
Project Task	The 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.
Inventory ID	The identifier of the stock or non-stock item associated with the cost budget line of the project. The column is shown if Task and Cost Code is not selected as the Revenue Budget Level of the project on the Summary tab of the Projects (PM301000) form.
Cost Code	The cost code associated with the cost budget line of the project. The column is shown if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code is selected as the Revenue Budget Level of the project on the Summary tab of the Projects form.
Account Group	The expense 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 inventory item.
Change Request Total Quantity	The total quantity of all the estimation lines of linked change requests with the same project task, account group, and cost code or inventory item. This column is shown if the Change Requests feature is enabled on the Enable/Disable Features form.
Quantity	The quantity of the change order line.
UOM	The unit of measure of the cost budget line.
Unit Rate	The cost of the specified unit of the cost budget line. You can change the unit rate manually. By default, the system populates this column with the unit rate of the corresponding project budget line or with the unit cost of the corresponding change request line. For a new line, the system populates this column with the cost of the selected inventory item. For more details on how the system selects the cost, see Project Budget: Update of Budget Lines.
Change Request Total Amount	The total amount of all the estimation lines of linked change requests with the same project task, account group, and cost code or inventory item. This column is shown if the Change Requests feature is enabled on the Enable/Disable Features form.
Amount	The amount of the change order line in the base currency. For the Quantity and Unit Rate specified for the line, the amount is calculated as Amount = Quantity * Unit Rate. You can change the amount manually.
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 inventory 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 inventory 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 inventory 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 inventory item. The amount is displayed in the base currency. This column is read-only.
Revised Budgeted Quantity	The sum of the Original Budgeted Quantity, Previously Approved CO Quantity, and Quantity values. This column is read-only.
Revised Budgeted Amount	The sum of the Original Budgeted Amount, Previously Approved CO 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 inventory item. This column is read-only and is shown only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences (PM101000) form.
Revised Committed Amount	The total revised amount of the commitments that are associated with the project, project task, account group, and cost code or inventory 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 on the Projects Preferences form.
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 on the Projects Preferences form.
Committed Invoiced Quantity	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 on the Projects Preferences form.
Committed Invoiced Amount	The total invoiced amount of the commitments that are associated with the project, project task, and account group. 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 on the Projects Preferences form.
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 on the Projects Preferences form.
Committed Open Amount	The total open amount of the commitments that are associated with the project, project task, and account group. 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 on the Projects Preferences form.
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 inventory item. This column is read-only and is shown only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.
Committed CO Amount	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 inventory 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 on the Projects Preferences form.
Actual Quantity	The total quantity of the released projects transaction that correspond to the cost budget line. This column is read-only.
Actual Amount	The total amount of the released projects transaction that correspond to the cost budget line. The amount is displayed in the base currency. This column is read-only.
Current Committed CO Quantity	The total quantity of the commitment lines of the currently selected change order that are associated with the same project, project task, account group, and cost code or inventory item. This column is read-only and is shown only if the Internal Cost Commitment Tracking check box is selected on the Projects Preferences form.
Current Committed CO Amount	The total amount of the commitment lines of the currently selected change order that are associated with the same project, project task, account group, and cost code or inventory 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 on the Projects Preferences form.
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 inventory 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.

Table 10. Change Request Details Dialog Box
This dialog box, which opens when you click View Change Request Details on the table toolbar, shows the list of related change requests that affect the selected change order line.

The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.
Column	Description
Reference Nbr.	The reference number of the change request.
Description	The description of the change request.
Quantity	The quantity of the estimation lines of the change request that affect the selected change order line.
Unit Cost	The unit cost of the estimation lines of the change request that affect the selected change order line.
Ext. Cost	The extended cost of the estimation lines of the change request that affect the selected change order line.

Table 11. Select Budget Lines Dialog Box
This dialog box, which the system 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.

The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.

The table includes standard columns of the Cost Budget tab of the Projects form and a column specific to this dialog box. For the list of standard columns, see Table Columns. The dialog box-specific column is listed below.
Column	Description
Included	An unlabeled check box that you select to upload this cost budget line to the change order if you then click Add Lines or Add Lines & Close.
The dialog box has the following buttons.
Add Lines	Uploads the selected cost budget lines to the change order. The dialog box remains open.
Add Lines & 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.

Commitments Tab

This tab lists all the changes that affect the commitments of the project. Each line can modify an existing commitment or create a new document to add a new commitment to the project. For more information, see Tracking Changes to Commitments.

This tab appears on the form if the Internal Cost Commitment Tracking check box is selected on the General tab of the Projects Preferences (PM101000) form.

Table 12. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Select Commitments	Opens the Select Commitments dialog box, which shows the list of commitment lines associated with the corresponding project that you can add to the change order.

Table 13. Table Columns
Button	Description
Change Request Ref. Nbr.	The reference number of the corresponding change request if the commitment line has been created based on this change request. The commitment line of the change order that originates from a change request is always linked with only one corresponding estimation line of the change request. This column is shown if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form.
Status	The status of the commitment line of the change order, which specifies the action to be performed on the release of the change order. The status can be one of the following options: Update: The line updates an existing commitment line associated with the project and project task. New Line: The line adds a new line associated with the project and project task to the selected document. New Document: The line adds a new document line associated with the project and project task to a new document. Reopen: The line updates an existing completed or canceled commitment line associated with the project and project task, which also entails reopening the related document if it has been closed.
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 specified in the column. This column is read-only for an existing commitment.
Inventory ID	The identifier of the stock or non-stock item associated with the commitment. This column is read-only for an existing commitment.
Cost Code	The cost code associated with the cost budget line of the project. This column is shown if the Cost Codes feature is enabled on the Enable/Disable Features form. The column is read-only for an existing commitment.
Description	The description of the commitment that is associated with the project, project task, account group, and, optionally, cost code or inventory item.
Quantity	The quantity of the commitment line of the change order. If the line has the Update or Reopen status, this is the delta to be added to or extracted from the quantity of the existing commitment line. If the commitment line has the New Line or New Document status, this is the quantity to be specified in the newly created commitment line. For more information, see Change Orders for Commitments: Commitment Updates on Release of Change Orders.
UOM	The unit of measure of the commitment.
Unit Cost	The cost of the specified unit of the commitment in the currency of the corresponding document. By default, the system copies the unit cost from the line of the corresponding commitment document (purchase order or subcontract). You can change the unit cost manually. If you change the unit cost manually in an existing commitment line (that is, in the line with the Update status), after you release the change order, the system will update the values in the corresponding commitment document line as follows: The unit cost from the commitment change order line is copied to the commitment document line. The quantity from the commitment change order line is added to or subtracted from the quantity in the commitment document line. The amount from the commitment change order line is added to or subtracted from the amount in the commitment document line. Tip: The system does not recalculate the amount in the commitment document line based on the updated unit cost and quantity. For more information, see Change Orders for Commitments: Commitment Updates on Release of Change Orders.
Amount	The amount of the commitment in the currency of the commitment document (purchase order or subcontract). By default, the amount is calculated as the `Quantity * Unit Cost` specified for the line. You can change the amount manually. If the line has the Update status, this is the delta to be added to or extracted from the amount of the existing commitment line. If the commitment line has the New Line or New Document status, this is the amount to be specified in the newly created commitment line. If the line has the Reopen status, the amount is always 0. For more information, see Change Orders for Commitments: Commitment Updates on Release of Change Orders.
Account	The expense account associated with the commitment. This column is read-only for an existing commitment. For intercompany documents, the expense account is inserted depending on the option selected in the Use Intercompany Expense Account From box on the Accounts Payable Preferences (AP101000) form as follows: If Vendor Location is selected, the system inserts the expense account specified in the Expense Account box on the GL Accounts tab of the Vendor Locations (AP303010) form. If Inventory Item is selected, the system inserts the expense account specified in the Expense Account box on the GL Accounts tab of the Non-Stock Items form.
Vendor	The vendor associated with the commitment. This column is read-only if the vendor is selected for the commitment line. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
PO Type	The type of the commitment, which can be one of the following: Normal Purchase Order or Project Drop-Ship. This column is shown if the Construction feature is disabled on the Enable/Disable Features form.
PO Nbr.	The reference number of the purchase order for which you want to process a change order. In this column, you can select any purchase order with the Normal or Project Drop-Ship type that is assigned the Pending Printing, Pending Email, or Open status and has at least one non-canceled or non-completed line. If a vendor is selected for the line, you can select a purchase order associated with only the selected vendor. This column is shown if the Construction feature is disabled on the Enable/Disable Features form.
Commitment Type	The type of the commitment, which can be one of the following: Normal Purchase Order, Project Drop-Ship, or Subcontract.
Commitment Nbr.	The reference number of the commitment for which you want to process a change order. In this column, you can select any subcontract or any purchase order with the Normal Purchase Order or Project Drop-Ship type that is assigned the Pending Printing, Pending Email, or Open status and has at least one non-canceled or non-completed line. This column is shown if the Construction feature is enabled on the Enable/Disable Features form.
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.
Currency	The currency of the purchase order or subcontract 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.
PO Line Nbr.	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. This column is shown if the Construction feature is disabled on the Enable/Disable Features (CS100000) form.
Commitment Line Nbr.	The number of the purchase order line or subcontract line associated with the commitment. For a commitment line with the New Line or New Document status, this column is empty by default. This column is shown if the Construction feature is enabled on the Enable/Disable Features form.
Line Description	The description of the purchase order line or subcontract 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 document 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.
Ext. Cost	The original amount of the document line associated with the commitment. The amount is displayed in the currency of the document. This column is read-only. For a commitment line with the New Line or New Document status, this column is empty.
Open Qty.	The open quantity of the document 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 document line associated with the commitment. The amount is displayed in the currency of the document. This column is read-only. For a commitment line with the New Line or New Document status, this amount is zero.
Amount in Project Currency	The Amount of the commitment in the project currency. If the Multicurrency Projects feature is disabled on the Enable/Disable Features form, the project currency is the base currency. This column is read-only.
Potentially Revised Quantity	The sum of the Quantity and Order Qty. values. The amount is displayed in the currency of the document. This column is read-only.
Potentially Revised Amount	The sum of the Amount and Ext. Cost values. The amount is displayed in the currency of the document. This column is read-only.
Tax Category	The tax category to be specified in the line or lines of the created purchase order or subcontract. By default, the system inserts the tax category defined for the non-stock or stock item specified in the commitment line of the change order. If the line has no inventory item, the tax category is empty by default. You can override the tax category if the line has the New Document or New Line status.
Expired Compliance	A check box that indicates (if selected) that at least one expired compliance document is related to this document line. If the check box is cleared, there are no expired compliance documents related to the line. This column is available only if the Construction feature is enabled on the Enable/Disable Features form.

Table 14. Select Commitments Dialog Box
In this dialog box, which opens when you click Select Commitments on the table toolbar, you can select specific lines or all the lines and add them to the change order.

The table in the dialog box shows the list of purchase order lines associated with the project for which you can process a change order. If the *Construction* feature is enabled on the Enable/Disable Features form, the table also shows the list of subcontract lines associated with the project.

The table toolbar in the dialog box includes only standard buttons. For the list of standard buttons, see Tables.
Column	Description
The Selection area of the dialog box has the following elements, which you can use to select the criteria of commitment lines to be displayed in the table.
Vendor	The vendor for which you want to view commitment lines. If you want to see the document lines associated with all vendors, leave this box blank.
PO Nbr.	The reference number of the commitment for which you want to view lines. If you want to see commitment lines associated with all purchase orders, leave this box blank. You can select any purchase order with the Normal or Project Drop-Ship type that is assigned the Pending Printing, Pending Email, or Open status and has at least one non-canceled or non-completed line. If a vendor is selected in this area of the dialog box, you can select only a purchase order associated with the selected vendor. This box is shown if the Construction feature is disabled on the Enable/Disable Features form.
Commitment Nbr.	The reference number of the commitment for which you want to view lines. If you want to see lines associated with all purchase orders and subcontracts, leave this box blank. You can select any subcontract or any purchase order with the Normal and Project Drop-Ship type that is assigned the Pending Printing, Pending Email, or Open status and has at least one non-canceled or non-completed line. If a vendor is selected, you can select only a purchase order or subcontract associated with the selected vendor. This box is shown if the Construction feature is enabled on the Enable/Disable Features form.
Cost Code From	The first cost code of the range for which you want to view commitment lines. If you want to see the commitment lines associated with all cost codes, leave this box blank. This box is shown if the Cost Code feature is enabled on the Enable/Disable Features form.
Cost Code To	The last cost code of the range for which you want to view commitment lines. If you want to see the commitment lines associated with all cost codes, leave this box blank. This box is shown if the Cost Code feature is enabled on the Enable/Disable Features form.
Inventory ID	The inventory item for which you want to view commitment lines. If you want to see the commitment lines associated with all items, leave this box blank.
Project Task	The project task for which you want to view commitment lines. If you want to see the commitment lines associated with all tasks, leave this box blank.
Include Non-Open Commitments	A check box that you select to show in the table of the dialog box all the commitment lines related to the project including completed or canceled lines. If the check box is cleared, which is the default state, completed and canceled commitments are not shown.
The table of the dialog box has the following columns.
Included	An unlabeled check box that you select to upload this commitment line to the change order if you then click Add Lines or Add Lines & Close.
Project Task	The project task associated with the commitment line.
Inventory ID	The stock or non-stock item of the commitment line.
Cost Code	The cost code associated with the commitment line. This column is shown if the Cost Codes feature is enabled on the Enable/Disable Features form.
Vendor	The vendor associated with the commitment line.
PO Type	The type of the commitment, which can be one of the following: Normal Purchase Order or Project Drop-Ship. This column is shown if the Construction feature is disabled on the Enable/Disable Features form.
PO Nbr.	The reference number of the purchase order. This box is shown if the Construction feature is disabled on the Enable/Disable Features form.
Commitment Type	The type of the commitment, which can be one of the following: Normal Purchase Order, Project Drop-Ship, or Subcontract. This box is shown if the Construction feature is enabled on the Enable/Disable Features form.
Commitment Nbr.	The reference number of the purchase order or subcontract. This box is shown if the Construction feature is enabled on the Enable/Disable Features form.
Order Date	The date of the commitment.
PO Line Nbr.	The number of the commitment line. This column is shown if the Construction feature is disabled on the Enable/Disable Features form.
Commitment Line Nbr.	The number of the commitment line. This box is shown if the Construction feature is enabled on the Enable/Disable Features form.
Line Description	The description of the commitment line.
Order Qty.	The quantity of the commitment line. This column is read-only. For a commitment line with the New Line or New Document status, this column is empty.
UOM	The unit of measure of the commitment line.
Unit Cost	The price of the specified unit of the commitment line in the currency of the commitment.
Qty. On Receipts	The received quantity of the commitment line.
Line Amount	The amount of the commitment line.
Canceled	A check box that indicates (if selected) that the status of the document line related to the commitment is Canceled.
Completed	A check box that indicates (if selected) that the status of the document line related to the commitment is Completed.
Alternate ID	The alternate identifier used for the item-subitem pair of the commitment line.
Promised	The date when the item's delivery was promised.
Vendor Ref.	The vendor reference number specified for the commitment.
The dialog box has the following buttons.
Add Lines	Uploads the selected lines to the change order. The dialog box remains open.
Add Lines & Close	Uploads the selected lines to the change order and closes the dialog box.
Cancel	Cancels your selections and closes the dialog box.

Detailed Description Tab

On the Detailed Description tab, you can view, add, change, or delete a detailed description of the change order.

The details area of the tab contains a rich-text editor, which includes a text area and a formatting toolbar. For more information, see Formatting Toolbar.

Attributes Tab

On the Attributes tab, you can view, add, change, or delete the Value of attributes for the change order.

The list of attributes is inherited from the change order class selected in the Summary area of the form and cannot be changed.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 15. Table Columns
Column	Description
Attribute	The attribute used for the change order.
Required	A check box that indicates (if selected) that this attribute is required for the change order.
Value	The value of the attribute for the change order.

Approvals Tab

This tab displays information about the change order approval history. Authorized users can approve or reject the change order on the current form by using the Approve or Reject action, respectively, or mass-process change orders that are pending approval by using the Approvals (EP503010) form.

Note: This tab is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and an approval map is specified for change orders in the Change Order Approval Map box on the Approval tab of the Projects Preferences (PJ101000) form. If no map is specified in this box, change orders do not require approval.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Assignee ID	The identifier of the employee who is assigned to approve the document.
Assigned To	The name of the employee who is assigned to approve the document.
Workgroup	The workgroup of the employee assigned to approve the document.
Approved By (ID)	The identifier of the employee who actually approved the document.
Approved By	The name of the employee who actually approved the document.
Approval Date	The date of the approval.
Status	The status of the document, which can be Pending Approval, Approved, or Rejected, depending on the approval action performed.
Reason	The reason the document has been approved or rejected (if applicable).

Compliance Tab

On this tab, you can add, update, and review compliance documents related to the change order.

Note: This tab appears on the form only if the Construction feature of the Projects group of features is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 16. Table Columns
Column	Description
Expiration Date	The date when the compliance document will expire. You specify the date when you add the compliance document to the tab.
Document Type	The type of the compliance document. The following document types are available: Certificate Insurance Lien Waiver Notice Other
Creation Date	The date when the compliance document was created. By default, the system inserts the current date at the time of creation. You can change the date manually.
Status	The status of the compliance document. The list of statuses should be specified manually on the Compliance Preferences (CL301000) form.
Required	A check box that indicates (if selected) that the document is mandatory for working with the project and project task specified in this line. This flag is for informational purposes only. It shows that the compliance document is required before some activities are implemented for the project.
Received from Vendor	A check box that indicates (if selected) that the document has been received. By using this check box, you can track when the payment for the document is received, so that the next payment is not delayed.
Received Date (Vendor)	The date that you specify when the compliance document is received.
Processed	A check box that indicates (if selected) that the document has been processed.
Voided	A check box that indicates (if selected) that the document has been voided.
Created Automatically	A check box that indicates (if selected) that the document has been created by the system.
Sent Date	The date that you specify when the compliance document is sent.
Project	The project to which the compliance document relates, which is a link you can click to view this project on the Projects (PM301000) form. If a project is specified, this compliance document is displayed on the Compliance tab of the Projects form for the selected project.
Cost Task	The cost task within the selected project to which the compliance document relates, which is a link you can click to view this task on the Project Tasks (PM302000) form. If a task is specified, this compliance document will be displayed on the Compliance tab of the Project Tasks form for the selected task of the Cost Task type.
Cost Code	The cost code assigned to the compliance document.
Vendor	The identifier of the vendor associated with the compliance document, which is a link you can click to view this record on the current form. If a vendor is specified, the current document will be displayed on the Compliance tab of the current form for the selected vendor. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
Vendor Name	The name of the vendor associated with the compliance document.
Expired	A check box that indicates (if selected) that the compliance document has expired.
AP Payment	The reference number of the payment that is associated with the compliance document, which is a link you can click to view this document on the Checks and Payments (AP302000) form. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
AP Payment Method	The payment method associated with the vendor. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
AR Invoice	The reference number of the invoice associated with the compliance document, which is a link you can click to view this document on the Invoices and Memos (AR301000) form. If an invoice number is specified, the current compliance document will be displayed on the Compliance tab of the Invoices and Memos form for the selected invoice. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
AR Invoice Amount	The amount of the invoice. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
AR Payment	The reference number of the payment associated with the compliance document, which is a link you can click to view this document on the Payments and Applications (AR302000) form. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
AR Payment Method	The customer’s default payment method. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Account	The account associated with the vendor (Expense account) or customer (Sales account). By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Bill	The reference number of the bill associated with the compliance document, which is a link you can click to view this document on the Bills and Adjustments (AP301000) form. If a bill number is specified, the current compliance document will be displayed on the Compliance tab of the Bills and Adjustments form of the selected bill. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Bill Amount	The bill amount to be paid for the document. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Certificate Number	The number of the certificate. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Customer	The identifier of the customer associated with the compliance document, which is a link you can click to view this record on the Customers (AR303000) form. If a customer is specified, the current document will be displayed on the Compliance tab of the Customers form of the selected customer. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Customer Name	The name of the customer associated with the compliance document. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Date Issued	The date when the document is issued. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Effective Date	The date when the compliance document takes effect. You should specify the date manually while adding the document. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Insurance Company	The name of the insurance company. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Joint Vendor	The identifier of the joint vendor associated with the compliance document, which is a link you can click to view this record on the current form. If a joint vendor is specified, the current document will be displayed on the Compliance tab of the current form for the selected vendor. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Joint Amount	The amount to be paid to joint payees according to the joint payment. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Joint Release	A check box that indicates (if selected) that the joint release has been received. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Lien Waiver Amount	The amount covered by the lien waiver. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Limit	The amount of insurance liability specified for the compliance document. You should enter the amount manually while adding the document. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Method Sent	The method used to send the document. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Payment Date	The date when the payment is created. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Project Transaction	The reference number of the project transaction associated with the compliance document, which is a link you can click to view this document on the Project Transactions (PM304000) form. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Purchase Order	The reference number of the purchase order associated with the compliance document, which is a link you can click to view this document on the Purchase Orders (PO301000) form. If a purchase order is specified, this compliance document will be displayed on the Compliance tab of the Purchase Orders form for the selected purchase order. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Purchase Order Line Item	The unique identifier of the item in the purchase order line, which can be specified only if a purchase order has been selected. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Policy	The insurance policy number. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Receipt Date	The date of the inventory receipt. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Receive Date	The date when the goods are received. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Received By	The person responsible for receiving goods. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Requires Joint Check	A check box that indicates (if selected) that a joint payment is required. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Revenue Task	The identifier of the revenue task within the project to which the compliance document relates, which is a link you can click to view this task on the Project Tasks form. If a revenue task is specified, the current compliance document will be displayed on the Compliance tab of the Project Tasks form for the selected task of the Revenue Task type. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Secondary Vendor	The identifier of the secondary vendor associated with the compliance document, which is a link you can click to view this record on the current form. If a vendor is specified, the current document will be displayed on the Compliance tab of the current form for the selected vendor. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Secondary Vendor Name	The name of the secondary vendor associated with the compliance document. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Source	The source of the payment, which is one of the following options: AP Bill PO/Sub Customer Project By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Sponsor Organization	The name of the sponsor organization. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Subcontract	The identifier of the subcontract associated with the compliance document, which is a link you can click to view this document on the Subcontracts (SC301000) form. If a subcontract is specified, the current document will be displayed on the Compliance tab of the Subcontracts form for the selected subcontract. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Subcontract Line Item	The identifier of the item in the subcontract line, which can be specified only if a subcontract has been selected. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.
Through Date	The date when the goods are shipped. By default, the column is hidden. For details on how to display hidden columns, see To Hide or Display Table Columns.