Gurkha

I have a project that went thru several revisions. It is now on rev.13 Problem is that when the project grew from rev 3 to rev9, it should have been a change order.

Simple you think, just run a change order between rev 3 and 9 and all is well. Ha!

Problem is on rev 3 the project had a ton of equipment for phase two that I didn't delete from project [product value greater than phase 1], I just ran reports based on a location modifier. I did delete them in Rev8, then saved as Rev9.

So when I run a change order between 3 and 9, I actually owe the client money. Not good since they still owe me money. I there a way to edit rev3 and then run a report between 3 and 9. Due to some changes by me and then some additional change orders, I am up to rev13.

NareshN

Hi,

Are you running the change order report from the Reports section? This creates a change order report for the complete delta between revisions. You can also run some change order reports from "Revision Management" in "Orders and Accounting".

1. Select your project
2. Click Orders and Accounting
3. Click Revision Management tab
4. In your case check Rev 3 and Rev 9 as the projects to compare and click Run.
5. In View dropdown click "Equipment and Labor" - this will show all equipment and labor added, changed or removed between the revisions.
6. The additional feature here is you can check the equipment and labor to include in your report - so say you do not want some products to be appear in the report do not check them.
7. Now click Reports | Change Order and select an appropriate report.

To know more see the article on the Wikiblog at http://www.support.d-toolsblog.com/s...rs-accounting/ and search for Revision Management.

Gurkha

I actually found this first, problem is you cant select by "location" So on the Rev's in question I would need to sort thru approx 150+ items and then run the report. And if I selected the wrong items I would have to start over again.