Change Orders (Inquiry)

Additional Information

The Change Orders Inquiry allows you to query for and view a listing of change orders. Authorized users can edit change orders.

This inquiry provides the ability to view more details and edit a document using the inquiry split pane. Click the View button and then select the Split Pane option. For more information, see View Additional Details in the Split Pane.

Note: If the Working restriction is selected with an Organization as a restriction, the fees (Labor, Expense, Subconsultant, Fee, Net Fee, Factored Fee, Factored Net Fee) are constrained by the Working Organization.

Restrictions

The inquiry includes the following default restrictions:

Restriction		Description
	Status	Enter or select the status for the change order. Status defaults to Active.
	Change Order	Enter or select a change order to include in the inquiry results.
	Client	Enter or select a client. This limits the results to change orders associated with the selected clients.
	Change Order Stage	Enter or select the stage of the change order. This limits the results to change orders in the selected stages.
	Fee	Enter a fee amount, and then click the down arrow above the field to select how the entered value should be used to limit results. By default, the Greater Than option is selected.
	From Award Date	Enter or select a date. This if the first date in the date range to include change orders with an award date.
	To Award Date	Enter or select a date. This if the last date in the date range to include change orders with an award date.

For a list of the optional restrictions, see Change Orders Optional Restrictions.

The following optional restrictions are available:

Bid Probability %
Business Unit
Change Order Contact
Change Order Manager
Change Order Owner
Change Order Parent
Change Order Primary Contact
Change Order Primary Location City
Change Order Primary Location Country
Change Order Primary Location State / Province
Change Order Source
Change Order Stage Outcome
Client Manager
Client Parent
Client Primary Contact
Client Prospect
Client Type
Company
Currency
Currency Type
Expense Fee
Factored Fee

Factored Net Fee
From Award Month
From Creation Date
From Creation Month
Future Award Date
Historical Award Date
Labor Fee
Market Segment
Net Fee
Organization
Organization Manager
Organization Map
Organization Map Level
Organization Map Level Manager
Owning / Working
Project
Service Line
Subconsultant Fee
To Award Month
To Creation Date
To Creation Month
Win Probability %
Work Type

Results

The inquiry contains a single level of opportunity information, which includes Change Order Name, Client Name, Manager Name, Stage Name, Currency Code, Factored Net Fee, Company Name, Organization Name, and Award Date.

For a list of the optional columns, see Change Orders Optional Columns.

The following optional columns of information are available:

Award Month
Bid Probability %
Business Unit Code
Business Unit Name
Change Order Code
Client Code
Client Parent Code
Client Parent Name
Comment
Company Code
Contract Code
Contract Name
Creation Date
Description
Expense Fee
Factored Fee
Fee
Finish Date
Labor Fee
Manager Code
Market Segment Code
Market Segment Name
Net Fee
Organization Code
Organization Manager Code
Organization Manager Name
Organization Map Level (2-6) Name

Primary Contact Name
Primary Location City
Primary Location Code
Primary Location Country Code
Primary Location Country Name
Primary Location Fax Number
Primary Location Mailing Address
Primary Location Name
Primary Location Phone Number
Primary Location State / Province Code
Primary Location State / Province Name
Primary Location Street
Primary Location Zip / Postal Code
Service Line Code
Service Line Name
Source Code
Source Name
Stage Code
Stage Outcome
Start Date
Status
Subconsultant Fee
Win Probability %
Work Type Code
Work Type Name