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Adding Change Order Line Items to an Invoice

The line items from a change order's Schedule of Values do not appear on the contract's Schedule of Values. Therefore, when you create an invoice against a contract, the line items from the contract's change orders do not automatically appear on the invoice. To be able to make progress against a change order's line items, you need to add them to an invoice.

Once you have added the change order's line items to an invoice, the line items automatically appear on subsequent invoices that you create against the same contract.

You can add a change order's line items to an invoice if:

• The current state of the invoice is Pending, Pending Acceptance, or Pending Approval.
• The change order's cost period is not later than the invoice's cost period.
• The change order has not previously been added to an invoice.

Note: If your change order's line items contain information related to unit prices, the unit price information will only be visible if the "Show Unit Prices" option is selected on the invoice's Settings page (in the General section).

To add a change order's line items to an invoice's Line Items page

1. On the change order's Settings page, ensure that Invoicing Allowed is selected.
2. Open an existing invoice, or create a new one. The invoice must be against the same contract as the change order.
3. Click the Line Items page and then click Edit.
4. Click Add Change Orders.

The Select Change Order dialog box appears.

5. In the pane on the left-hand side of the dialog box, click Add next to the change order that you wish to add to the invoice.

The change order appears in the right-hand pane.

6. Click OK.

Proliance adds the change order's line items to the Line Items page. You can now update the change order's line items in the same way as the other line items on the invoice.