Change Orders for Commitments: To Create a Change Order Class

This activity will walk you through the process of configuring a change order class.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you, as the system administrator of the SweetLife Fruits & Jams company, need to configure a change order class to be used by a purchase manager for creating change orders for project commitments. The change order class must prevent users from changing the revenue and cost budgets of a project.

Configuration Overview

For the purposes of this activity, the following features have been enabled on the Enable/Disable Features (CS100000) form:

  • Project Accounting, which provides support for the project accounting functionality
  • Change Orders, which gives you the ability to track changes to projects with change orders

Process Overview

You will configure a change order class on the Change Order Classes (PM203000) form.

System Preparation

Launch the MYOB Acumatica website, and sign in as the system administrator by using the gibbs username and the 123 password.

Step: Configuring a Change Order Class

To configure a change order class that will be used for creating change orders for project commitments, perform the following instructions:

  1. On the Change Order Classes (PM203000) form, create a new record.
  2. In the Summary area, enter the following settings:
    • Class ID: COMMITMENT
    • Description: Change orders to commitments

    Notice that the Active check box is selected by default.

  3. On the Details tab, clear the Cost Budget and Revenue Budget check boxes, and leave the Commitments check box selected. With these settings, for the change orders with this class selected, users can make changes to only commitments without the cost and revenue budgets being affected.
  4. Save the change order class you have created.

You have defined a change order class that can be used for creating change orders that affect project commitments.