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We want to show Owner Change Orders as a separate line in the SOV in our billing so the customer sees the OCO's rather than blending them into the SOV.
Right now, to do this, we have to go into each CMR and change the billing code in the Item Lines to a unique billing code for that OCO (i.e. COO2 would be the unique billing code for Change Order 02). More often than not, when we create an OCO, it consists of multiple CMR's which are created from the Change Order tab in Manage Estimates and each CMR usually has multiple cost items. This means that we are changing many Item Lines' billing code by hand - which is very cumbersome!
There should be a way for the software to offer the user the option to bill the OCO as a separate line in the SOV rather than blending into the SOV. In my mind, the best way would be to have a button for this when adding CMR's to the OCO. Behind the scenes, this would ignore the Item Line billing codes and insert the user-defined billing code for the whole OCO.
Easy peasy!
Eric Brock
| Company | DP Incorporated |
| Job Title / Role | Executive Vice President |
| I need it... | Yesterday...Come on already |
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@ Jackie - that's a great suggestion! I'm sorry I didn't find it when I searched for similar subjects before posting this one. Your idea and mine are basically the same, and I'm sure there are other posted ideas trying to solve the same issue. My understanding is that if an idea in this forum gets enough votes, Viewpoint looks into it. How do we combine multiple ideas that are addressing the same issue so Viewpoint will pay attention?
My suggestion was to have a checkbox to choose /approve multiples CMR's at one time applying one Billing Code to all CMR's that make up the Owner CO