Items to review prior to releasing a Contract Change Event to Accounting:
Only Approved Contract Change Orders and Contract Internal Change Orders will sync.
Confirm a contract header has been selected.
Note: If using Contracts (CN Module) in Sage 300 and creating a new contract (SOV)line item, please refer to Contract Events - Contract Quick Add for Sage 300 Integrations
If the allow multiple contract items option is selected, also confirm each cost event item has a contract item selected.
The approved date is required and can not be in the future. The date must be equal to the date of released to accounting or prior.
A subject is required, additional text and drop downs are optional.
The digital approval or Void status from the Architect and Owner will not prevent the Change Order from syncing. This status allows for digital approval (not signature) from both parties. This is not a "go no go" status.
Summarized From represents the Change Order was originated in a lower tiered document type and is a hyperlink back to that item.
Linked to represents the Change Order was used as an originating item to create a commitment change event. This is a hyperlink to the create commitment change event.
A checked box Released to Accounting represents the event is queued for synchronization and has not yet been sent.
A date time and stamp represents the event has been synchronized with your accounting system.