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Old 12-13-2007, 09:28 PM   #1 (permalink)
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Default Change Orders: Item Selection & Reports

I have noticed a few strange things when generating Change Orders.

1. When I select the two different revisions to compare and get back a list of differences, I must check off each item one at a time to generate a CO report. Am I missing something? I can't believe there is no "Select All" feature.

2. If I run the change order report, then before closing it, run it again, the second copy of the report is doubled (Ex: from $5,000 to $10,000).

3. When I choose to run a report from Revision Manager by clicking Reports > Change Order > [Any Report Sorting Option] the sorting does nothing. No report is run, nothing happens at all. It is only when I select Reports & click on Change Orders that another dialog appears: "Create Change Order". None of this really makes sense to me at all.

What I really want to do is run a Change Order report by location...
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Old 12-14-2007, 03:29 PM   #2 (permalink)
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I am going to assume that you are on version 5.1 since #3 is a known issue in that release. To check what version you are on, in Navigator select Help->About, the version should say 5.1.0.0 (at the time of this posting of course). Release notes for 5.1 are here: http://downloads.d-tools.com/si5/doc...ease_Notes.htm

1. You are not missing anything, there is no "Select all" button at this time.
2. I was not able to duplicate this "doubling" of Change Order values. I ran the Change Order Report three times (without closing the previous reports) and they were all identical. Assuming that you are 5.1, did you also run the 5.1 update for your Server? There are two updates for 5.1, a client update and a server update. To check, on the machine that is acting as your LANSync Server, select Start->All Programs->D-Tools->Check for Server Updates.
3. Mentioned above as a known issue in 5.1.
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Old 12-17-2007, 11:20 PM   #3 (permalink)
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Seth,

The doubling may occur as a result of selecting the same item more than once. I noticed this somewhere else as well. I selected then deselected then selected and I ended up with duplicates. I'm not sure if this is related to (2) above.
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Old 12-18-2007, 12:30 AM   #4 (permalink)
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I haven't been able to duplicate since posting but it definitely happened. It seemed as though the entire CO was doubled...
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Old 12-18-2007, 03:54 PM   #5 (permalink)
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Originally Posted by Reed Phillips View Post
Seth,

The doubling may occur as a result of selecting the same item more than once. I noticed this somewhere else as well. I selected then deselected then selected and I ended up with duplicates. I'm not sure if this is related to (2) above.
Hi Reed! This has been fixed in 5.1. Hope all is well!

Fryeguy - if you happen to duplicate #2 in the future please let me know and I will document the bug for our development team
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Old 01-26-2008, 10:40 PM   #6 (permalink)
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I am having these same problems, only my problems are worse??

Everytime I generate a Change Order, the totals are Different and Random.
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Old 04-10-2008, 11:30 PM   #7 (permalink)
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Default Change order

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3. When I choose to run a report from Revision Manager by clicking Reports > Change Order > [Any Report Sorting Option] the sorting does nothing. No report is run, nothing happens at all. It is only when I select Reports & click on Change Orders that another dialog appears: "Create Change Order". None of this really makes sense to me at all.
I have this same problem and I saw that this is a known issue in 5.1 which I have. Is there a work around until a new release comes out or am I just out of luck? Please help as I am finally using this program after a year of battling with it for what I bought it for and worked through every bug alive and I just need this one thing to work.
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Old 04-11-2008, 01:24 AM   #8 (permalink)
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Originally Posted by hawaynboy View Post
I have this same problem and I saw that this is a known issue in 5.1 which I have. Is there a work around until a new release comes out or am I just out of luck? Please help as I am finally using this program after a year of battling with it for what I bought it for and worked through every bug alive and I just need this one thing to work.
Are you trying to run a Change Order report? If so, you can get around this right now by running it through a Delta Report in the reporting center.

Let me know and I can give you instructions on how to run a Delta Report.
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Old 09-24-2008, 09:02 PM   #9 (permalink)
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We would like to be able to run CO reports by Location, then zone if possible.

Also, when running CO reports, I am not give the opportunity to filter or set parameters for the report. Is there another place to do that?

Tom
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Old 10-08-2008, 12:46 AM   #10 (permalink)
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You need to create a custom report and when doing so check "List this report in Business Manager". Filtering can be created in the report at creation. For instance sometimes we have multi-contract projects where the RI/Trim is contracted to the GC and the Finish/Engineering/PM/Programming is contracted to the owner.
I created CO reports that are prefiltered for these scenarios and one that is for all Phases. A sidenote is that we do not use the management or design labor factors. Instead we create Phases for all the items listed above.
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