Financial Reports: Change Orders
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      3. Financial Reports: Change Orders

      Create a Change Order Purchase Order

      Easily generate a print-ready purchase order for a vendor from an approved construction change order

      BACKGROUND

      As the industry's leading construction management software platform, ConstructionOnline provides construction pros with powerful change order management tools that improve project communication, organization, and documentation. Users can not only create, manage, and store detailed construction change orders within ConstructionOnline™, but can also generate customized reports based on change order information. With the Change Order Purchase Order, Company Users can generate a professional, print-ready purchase order for a vendor directly from an approved Change Order. 

      PREREQUISITES

      • Change Order Purchase Orders can only be generated for Change Orders that have been marked as "Approved". 

      STEPS TO CREATE A CHANGE ORDER PURCHASE ORDER

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab and choose the Financial Reports category.
      3. Click the Change Orders tab in the top right of the Financial Reports pane.

        financial reports
      4. Hover over the Change Order Purchase Order report option and click the blue Create button to begin creating your report.  
      5. Within the Create Purchase Order for Approved Change Order window, step through the following tabs to customize the report.  
        1. Purchase Order Details:
          1. Project - Choose the Project you would like to generate the Purchase Order (PO) from. The current Project is selected by default.
          2. Approved Change Order - Choose the approved Change Order you would like to generate a PO for. 
          3. Create PO For -  Select the vendor you would like to send the PO to.
          4. PO Number - Enter a number for the PO. Can be used for any internal numbering system your company may use. 
          5. Delivery Date - Select the determined delivery date for the PO
          6. Tax Rate % - Enter the specific tax rate % for the PO.
          7. Description - Enter any additional details about the PO
          8. Display Columns - Select which columns you would like to display in the PO. Options include Classification, Cost Code, Quantity, Unit Cost, Unit, and Total.
          9. Report Options - Only available if the selected Change Order has an Item Image. If so, select whether or not to include the Item Image on the PO.
        2. Included Items:
          1. If the selected Change Order is Detailed, select which line items you would like to include for the PO. You can also filter items by classification and hide rows with zero value. 
          2. If the selected Change Order is Lump Sum, you may only choose to hide rows with zero value.
        3. Default Text: 

          1. Choose to insert any Default Text Block into the Change Order PO. Select from Default Text Blocks already saved to the Company Account, or create new Default Text Blocks directly from within the Change Order PO modal.

            1. Upper Default Text - Text will appear above the main document content.

            2. Lower Default Text - Text will appear below the main document content. 

        4. Header & Footer:

          1. Default Header & Footer Settings will apply for companies with Pro or Team Plans. 
          2. Companies with Business or Enterprise Plans can choose to apply custom Header & Footer sets to the document.  
            1. Headers & Footers are managed at the Company level. 
            2. To manage Header & Footer sets, click on the Manage Header & Footer Sets hyperlinked text.
      6. Finalize the details of your Change Order PO by clicking the blue Create button. 
        1. The Change Order PO will open in a new browser tab for you to Share (via email), Save (to ConstructionOnline™ Files), Download (as PDF), Edit (in built-in text editor), or Print.

      ✴️ Download a sample Change Order Purchase Order.

      ADDITIONAL INFORMATION

      • Change Order Purchase Orders can be generated from ConstructionOnline™ Projects and Project Templates. 
      • Change Order Purchase Orders, as well as other reports & documents generated in ConstructionOnline, can include the company's logo or letterhead. Company logo & letterhead preferences can be managed from within the Company Settings and are applied company-wide. 
      • Permissions: ConstructionOnline™ Company Users must have Change Orders permissions set to "Can View" or "Can Create, Edit, & Delete" to have access to Change Order Reports, including a Change Order Purchase Order. 
        • ClientLink™ and TeamLink™ Users cannot create Change Order Purchase Orders. 
      • Mobile App: ConstructionOnline™  Reports, including Change Order Purchase Orders, cannot be created using the CO™ Mobile App. Creation of reports & documents is exclusively accessible via browser access to ConstructionOnline™ . 
        • Change Order Purchase Orders, as well as other reports & documents, are otherwise accessible for viewing, sharing, and/or downloading using the CO™ Mobile App.

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) about Change Orders can be found in the article FAQ: Change Orders. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.