Project Change Orders have been added to Sage Intacct in 2021 R3.  You have the ability to:

  • Link one or more change requests (added in R2) to a project change order
  • Easily reference the total price and costs of all linked change requests
  • Align statuses between the project change order, change requests, and estimate changes.
  • Copy the project change order to a new Order Entry order when you are ready to bill.

A few pointers when working with Project Change Orders

  • Linked Change Requests inherit the project change order change request status.
  • Only posted change requests can be linked to a project change order.
  • Once linked to a project change order, the change request is set to read-only.
  • Change requests must have the same project or a subproject of the project on the change order.
  • Removing a change request from a project change order will not reset the status.
  • You can remove a change request from a project change order from either the change request or the project change order.
  • A project change order requires a non-inventory or non-inventory (sales only) item.