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Old 06-28-2006, 11:51 PM   #1 (permalink)
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Default Change orders

I understand how the change order process within DT's and QL's to QB. But, my question is, when small changes are made, such as a LCD mount change, is that suppose to be processed as a change order in QL's to update the QB project for ordering and receiving? I would find that there will be a massive amount of "estimates" sent to QB to do this and not to mention the time it would take. I have come up with a strategy to only process the change order estimates when the amount reaches a pivotal amount, or after a certain amount of time from when the initial changes have been made. I am seeing that this would create a hold up for the project in a case that the part is required immediately. Can I order and receive a part against a project in QB without creating the estimate immidiately and having it done at a later time when I could send it with say 3 weeks amount of changes at once? I hope this is making sense, it's hard to explain. . . thanks.
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Old 07-17-2006, 09:33 PM   #2 (permalink)
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Senos is teaching a class on change orders tomorrow, Tuesday July 18th at 10am 9PST).
It is free to attend so contact your account manager and sign up.
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Old 07-19-2006, 09:47 PM   #3 (permalink)
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I wisht I knew about this earlier. Is there any email list we can sign up for that informs us of these small sessions that are free?
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Old 07-20-2006, 12:09 AM   #4 (permalink)
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send an email to minhd@d-tools.com or sign up from the forum. SA Gold Support webinars link is on the home page of this forum.
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