CO-MP Detail - IRBS_Help

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CO-MP Detail





 Field  Notes
 C/O - M/P Type  Click on the drop down arrow to choose a Type of document
 Proposal Date  This will default to today's date but can be edited
 Accepted Date  Once you know the accepted date, you can fill it in here, this will also generate an invoice for the change order
 Department  Click on the drop down arrow to choose a Department for this document
 Admin/ Install Fee  If you charge a fee for this, you can enter it here
 Completed Date  Once the Change Order has been completed, you can enter the date here
 Proposal ID  This will be automatically generated by the system when this is saved
 Proposal Amount  Enter the Proposal Amount
 Job Information  The system will automatically populate this information from the General Tab
 Additional Tax Amount  Enter Additional Tax Amount
 Credit Design Fees  Click here if you credit your design fees back to the job
 Job Number  The system will automatically populate this information from the General Tab
 Total Amount  This field will automatically calculate based on the other amounts
 Additional Days  RBS will automatically calculate the additional days based on the price 
 Balance  RBS will automatically calculate the balance based on the price 
 Is Active  If this box is checked, this record will be active
 Deposit Amount  If you are requiring a deposit, enter it here
 Is Client Driven  If this box is checked, this record will be client driven
 Is Project Driven  If this box is checked, this record will be project driven
 Description  You can enter a brief description of the change order here
 Salesperson 1  Automatically filled in from the General Tab
 Salesperson 2  If salespeople are sharing the job, you can add an additional salesperson here
 Proposal Items and Notes  Enter the details of the change order or miscellaneous proposal here
 Use Estimate  Click here to pull an estimate from the Estimate tab
 Cost Category  Click on the drop down arrow to choose a Cost Category
 Material  Enter estimated cost and selling price for the Material
 Labor  Enter estimated cost and selling price for the Labor
 Subcontractor  Enter estimated cost and selling price for the Subcontractor
 Equipment  Enter estimated cost and selling price for the Equipment
 Total Only  The total estimated cost and selling price


See also