Change Requests

Approves the change request and changes its status from Pending Approval to Open.

When you click this command, the Enter Reason dialog box opens if Is Optional or Is Required is selected in the Reason for Approval box on the Rule Actions tab of the Approval Maps (EP205015) form for the map. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being approved.

This command is available if the selected change request has the Pending Approval status.

For more information, see Approval Configuration: Approval Maps.

This command is available if the change request has the On Hold, Pending Approval, Open, or Rejected status and is not linked to a change order.

This command appears if the change request has the Open status and is linked to a cost change order that has the Closed status.

A cost change order is a change order contains the cost part of the change request and, optionally, the commitment part. That is, the cost change order belongs to a change order class with the Cost Budget check box selected and the Revenue Budget check box cleared on the Change Order Classes (PM203000) form.

Creates a change order based on the change request.

This command appears if the change request has the Open status.

If Copy Settings on Budget Line Creation From is set to Source Document on the Projects Preferences (PM101000) form, the Description, UOM and Unit Rate of new revenue and cost budget lines of the change order are populated from the corresponding change request lines.

Changes the status of the record to On Hold. You click this command when you want to make changes to the record or pause its processing.

This command appears if the change request has the Rejected, Open, or Pending Approval status.

Opens the Link Project Files dialog box, where you can select project files and link them to the change request by clicking Add Link. You can also select another project and link its files to the change request.

This command appears only if the Document Management feature is enabled on the Enable/Disable Features (CS100000) form.

Opens the Reassign Approval dialog box, in which you can specify a new approver for the change request the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.

This command is available if the change request has the Pending Approval status.

For more information, see Approval Configuration: Approval Maps.

Recalculates all taxes in the change request through the configured external tax provider.

This command is available if the change request has the On Hold or Open status.

The command appears if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Rejects the change request and changes its status from Pending Approval to Rejected.

When you click this command, the Enter Reason dialog box opens if on the Rule Actions tab of the Approval Maps (EP205015) form for the applicable map, Is Optional or Is Required is selected as the reason for rejection. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being rejected.

This command is available if the change request has the Pending Approval status.

For more information, see Approval Configuration: Approval Maps.

Changes the status of the change request to Open, or to Pending Approval if an approval map is specified for change requests on the Projects Preferences (PM101000) form.

This command appears if the change request has the On Hold status.

Validates the address on the Address tab by using integration with a specialized address validation third-party service.

This command is available if the Override Address check box is selected or the Validated check box is cleared.

The command appears if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegate specified for the current business date.

If the check box is cleared and if the new approver is not available and has a delegate specified for the current date, the system will reassign the selected records to the delegate if they’re available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until:

• It assigns an approver with no active delegations set up for the current date.
• It detects a loop in the chain of delegations. In this case, the system will prompt you to specify a different approver.

The status of the change request, which can be one of the following:

• On Hold: The user can edit or delete the change request with this status but cannot link the change request to a change order or create a change order based on the change request. The amounts and quantities in this change request are not included in the potential amounts and quantities of the project budget.
• Pending Approval: The change request has been taken off hold (that is, Remove Hold was clicked) and is awaiting approval. The amounts and quantities in this change request are not included in the potential amounts and quantities of the project budget.

  This status is available if the approval map has been specified in the Change Request Approval Map box on the Projects Preferences (PM101000) form.

  Tip: On the Approvals (EP503010) form, a change request with this status is visible to the employee who has been assigned to approve the change request.
• Rejected: The employee who was assigned to approve the change request has rejected it. The change request can be put on hold for further editing. The amounts and quantities in this change request are not included in the potential amounts and quantities of the project budget.

  This status is available if the approval map has been specified in the Change Request Approval Map box on the Projects Preferences (PM101000) form.

• Open: The employee who was assigned to approve the change request has approved it. If no approval is configured for change requests, the system assigns this status to the change request immediately after a user clicks Remove Hold on the form toolbar. The user can create a change order for the change request, link the change request to a change order, or assign it the On Hold status for further editing. The amounts and quantities in this change request are included in the potential amounts and quantities of the project budget.
• Canceled: The change request has been canceled. The change request cannot be edited and change orders cannot be based on it. The amounts and quantities in this change request are not included in the potential amounts and quantities of the project budget.
• Closed: The change request has been processed in full; it cannot be edited. The amounts and quantities in this change request are not included in the potential amounts and quantities of the project budget.

The date on which the changes made with the change request should be recorded in the project balances.

The change date must belong to an open financial period of the master calendar.

The project associated with the change request.

If the change request has at least one line on the Estimation tab, you cannot change the project.

The unique number that identifies this change request’s place among change requests within the project. The system assigns this number sequentially, starting from 0001. Duplicate numbers within the project are not allowed.

Before a project is selected in the Project box, this box is read-only and contains N/A.

You can edit this number only if the change request has the On Hold status.

The common task that the system uses as a template for creating a project task for the change request.

By default, the system inserts the common task selected in the Common Task for Change Request box on the General tab of the Projects Preferences (PM101000) form.

You can select another common task or clear the box. If the box is empty, the system uses the project's default task settings for the change request's tasks.

You can change the specified number if the change request has the On Hold status.

The box becomes read-only after the system creates a corresponding project task.

The unique identifier of the project task that the system will create for the selected change request. The structure of the identifier is defined by the PROTASK segmented key on the Segmented Keys (CS202000) form. Duplicate numbers of change request tasks within the project are not allowed.

You can change this number if the change request has the On Hold status.

The box becomes read-only after the system creates the project task.

You can select this project task in the change request lines before the change request is saved. When you save it, the system creates a new project task with this number, based on the specified common task.

The reference number of the revenue change order that is linked to the change request.

A revenue change order is a change order that belongs to a change order class that has the Revenue Budget check box selected on the Change Order Classes (PM203000) form.

The reference number of the cost change order that is linked to the change request. This box is shown only if the change request is linked to the cost change order.

A cost change order is a change order contains the cost part of the change request and, optionally, the commitment part. That is, the cost change order belongs to a change order class with the Cost Budget check box selected and the Revenue Budget check box cleared on the Change Order Classes (PM203000) form.

The source that determines the unit price of estimation lines in the change request, which can be either of the following:

• Unit Cost and Markups: The unit price is calculated based on the unit cost and price markup as follows:

  Unit Price = Unit Cost + (Unit Cost × Price Markup (%) / 100)

• Sales Prices: The unit price is copied from the sales price of the selected inventory item. The system:
  1. Searches for the sales price on the Sales Prices (AR202000) form. The price must be effective on the date specified in the Change Date box of the current form.
  2. If no applicable sales price is found, uses the default price specified in the Default Price box on the Price/Cost tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form.
  Tip: For more details on how the price is selected, see Sales Prices: Rules of Price Selection.

When you create a change request, the system inserts the unit price source specified for the selected project. You can change the option if the change request has the On Hold status.

If Sales Prices is selected:

• The Markup Total box is hidden and excluded from the Price Total calculation.
• The Price Markup (%) and Line Markup (%) columns are hidden.
• The Line Amount is equal to the Ext. Price.
• The Markups tab is hidden and its existing markup lines are cleared.
• On the Taxes tab, the taxable amount is calculated only from estimation lines.

If you change the selected option after estimation lines have been added, the system updates the unit prices of the existing estimation lines according to the newly selected source.

The total tax amount of the change request. The system calculates this amount as the sum of the Tax Amount values on the Taxes tab.

For built-in tax calculation, this amount is updated when you do any of the following:

• Modify the Change Date
• Add, modify, or delete an estimation or markup line
• Change an amount or tax category in an estimation or markup line
• Change the tax zone, tax calculation mode, or tax lines on the Taxes tab

For external tax calculation, this amount is updated when you save the change request, remove it from hold, create a change order for this change request or recalculate external taxes.

The total amount of the change request, including taxes. The system calculates this amount as follows:

• If only exclusive taxes apply or the Net option is selected in the Tax Calculation Mode box: Price Total + Tax Total
• If only inclusive taxes apply or the Gross option is selected in the Tax Calculation Mode box: Price Total
• If both inclusive and exclusive taxes apply: Price Total plus the exclusive tax amounts

For built-in tax calculation, this amount is updated when you do any of the following:

• Modify the Change Date.
• Add, modify, or delete an estimation or markup line.
• Change an amount or tax category in an estimation or markup line.
• Change the tax zone, tax calculation mode, or tax lines on the Taxes tab.

For external tax calculation, this amount is updated when you save the change request, remove it from hold, create a change order for this change request or recalculate external taxes.

Opens the Add Commitments dialog box, in which you can select one or multiple lines of existing purchase orders associated with the project and add them as estimation lines.

If the Construction feature is enabled on the Enable/Disable Features (CS100000) form, you can also select lines of existing subcontracts.

The project task that is associated with the cost part of the estimation line.

If you add a new line and the project has the default project task, this task is automatically populated in the column.

The expense account group that is associated with the cost part of the estimation line.

You can select an account group of the Expense type, or an account group of the Off-Balance type for which the Expense check box is selected on the Account Groups (PM201000) form.

If more than one account group of the Expense type is configured and you track the cost budget at the item level, you can use a project task or an item as the source of the account group. When you add the line, the system inserts an account group based on the first applicable source:

• If you select a project task first and its default expense account has an account group, this account group is inserted.
• If you select an item first and its COGS account has an account group, this account group is inserted.

For an inventory item selected in the line, the system automatically inserts the account group as follows:

• If the line contains a non-stock item, the system inserts the account group mapped to the account specified in the Expense Account box on the GL Accounts tab of the Non-Stock Items (IN202000) form.
• If the line contains a stock item, the system inserts the account group mapped to the account specified in the COGS Account box on the GL Accounts tab of the Stock Items (IN202500) form.

If you add the line and select a project task, the system inserts the account group of the default expense account of the project task.

The cost code associated with the cost part of the estimation line.

This column is shown if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.

The identifier of the stock or non-stock item associated with the cost part of the estimation line.

If you specify no inventory item, for the change order line created based on this estimation line, the system uses the empty item code, which is specified on the Projects Preferences (PM101000) form).

The unit of measure associated with the cost part of the estimation line. If an inventory item is selected in the Inventory ID column, the system automatically inserts the base unit of measure of this inventory item. You can change it to another UOM available for the item.

If the Copy Settings on Budget Line Creation From box on the Projects Preferences (PM101000) form is set to Source Document, the system copies this UOM to a new project budget line if the applicable budget level is set to Task or Task and Cost Code.

If the budget level is set to Task and Item or Task, Item, and Cost Code, the system uses the base UOM of the inventory item instead. The same UOM population rules apply when change request lines are added to a change order.

If the UOM of this line cannot be converted to the UOM of another line with the same budget key, the system displays a warning, but you can save a change request.

The cost of the estimation line.

By default, the system populates this column with the cost of the inventory item selected in the budget line. For more details on how the system selects the cost, see Project Budget: Unit Rate in Budget Lines.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the system converts the retrieved unit cost to the project currency by using the exchange rate of the project.

You can enter the cost manually or change the default cost.

The extended cost of the estimation line, which the system calculates by multiplying the Quantity and Unit Cost values of the line.

The markup percentage that the system uses to calculate the Unit Price based on the Ext. Cost.

By default, the system retrieves the following markup depending on the type of the revenue inventory item:

• For a stock item: The Markup % of the item from the Price/Cost tab of the Stock Items (IN202500) form
• For a non-stock item: The Markup % of the item from the Price/Cost tab of the Non-Stock Items (IN202000) form

If the default item markup is 0, the system populates the markup with the Default Price Markup (%) specified on the General tab of the Projects Preferences (PM101000) form.

The project task that is associated with the revenue part of the estimation line.

If you add a new line and the project has the default project task, this task is automatically populated in the column.

The income account group that is associated with the revenue part of the estimation line.

By default, the system populates the column with the Default Revenue Account Group of the expense account group of the estimation line, which is specified in the Summary area of the Account Groups (PM201000) form. The value can be overridden.

If only one account group of the Income type is configured in the system, the system inserts it by default.

If more than one account group of the Income type is configured and you track the revenue budget at the item level, you can use a project task or an item as the source of the account group. When you add the line, the system inserts the account group based on the first applicable source:

• If you select a revenue task first and its default sales account has an account group, this account group is inserted.
• If you select a revenue item first and its sales account has an account group, this account group is inserted.

If you add the line and select a project task, the system inserts account group of the default sales account of the revenue project task.

The identifier of the stock or non-stock item associated with the revenue part of the estimation line.

If you specify no inventory item, for the change order line created based on this estimation line, the system uses the empty item code, which is specified in the Empty Item Code box on the Projects Preferences (PM101000) form.

This column is shown if Task and Item is selected as the Revenue Budget Level of the project on the Summary tab of the Projects (PM301000) form.

The cost code associated with the revenue part of the estimation line.

If you specify no cost code, for the change order line created based on this estimation line, the system uses the default cost code specified on the Cost Codes (PM209500) form.

This column is shown if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code is selected as the Revenue Budget Level of the project on the Summary tab of the Projects (PM301000) form.

Unit Price = Unit Cost + Unit Cost * Price Markup (%) / 100

If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the system converts the retrieved unit price to the project currency by using the exchange rate of the project.

You can enter this price manually or change the default price. If you have entered the unit price manually and saved the change request and you change the change request date, this price will not be automatically updated by the system to the correct price for the new change request date.

The extended price for the estimation line, which the system calculates by multiplying the Quantity and Unit Price values for the line.

If the estimation line has an account group selected in the Revenue Account Group column or a project task selected in the Revenue Task column, the Ext. Price cannot be 0.

The line markup percentage of the estimation line.

By default, the system populates the column with the Default Line Markup (%) of the expense account group of the estimation line, which is specified on the Change Request Settings tab of the Account Groups (PM201000) form.

Ext. Price + Ext. Price * Line Markup (%) / 100

The vendor associated with the estimation line.

A check box that indicates (if selected) that the system produces a commitment line based on this estimation line when the change request is linked to a change order.

By default, the system selects this check box if the expense account group of the estimation line has the Create Commitment check box selected on the Change Request Settings tab of the Account Groups (PM201000) form.

The type of the commitment assigned to the commitment line, which the system generates based on the estimation line when the change request is linked to a change order.

If the Create Commitment check box is selected, you can select one of the following options:

• Normal Purchase Order (default).
• Project Drop-Ship.
• Subcontract: This option is available only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The reference number of the existing purchase order or subcontract associated with the estimation line. You can select a subcontract or a purchase order of the Normal or Project Drop-Ship type. Documents with the On Hold, Pending Approval, or Rejected status aren't available for selection.

If a vendor is specified in the line, only documents associated with that vendor are available for selection. You can click the selected reference number to open the document on the Purchase Orders (PO301000) or Subcontracts (SC301000) form in a new browser tab.

If you select a commitment number without selecting a commitment line number, New Line is inserted in the Status column. A new line will be added to the selected commitment document when the related change order is released.

The column is available for editing only if the change request has the On Hold status. If the Create Commitment check box is cleared for the line, the column is empty and unavailable for editing.

The column is shown if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The reference number of the existing purchase order associated with the estimation line. You can select a purchase order of the Normal or Project Drop-Ship type. Documents with the On Hold, Pending Approval, or Rejected status aren't available for selection.

If a vendor is specified in the line, only documents associated with that vendor are available for selection. You can click the selected reference number to open the document on the Purchase Orders (PO301000) or Subcontracts (SC301000) form in a new browser tab.

If you select a commitment number without selecting a commitment line, New Line is inserted in the Status column. A new line will be added to the selected commitment document when the related change order is released.

The column is available for editing only if the change request has the On Hold status. If the Create Commitment check box is cleared for the line, the column is empty and unavailable for editing.

This column appears if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The line number of the purchase order or subcontract selected in the Commitment Nbr. column.

When you select a line, the value in the Status column is inserted as follows:

• Update if the selected line is open. The line will be updated when the related change order is released.
• Reopen if the selected line is completed or canceled. The line will be reopened when the related change order is released.

For an estimation line with the New Line or New Document status, this column is empty.

The column is available for editing only if the change request has the On Hold status. If the Create Commitment check box is cleared for the line, the column is empty and unavailable for editing.

This column appears if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The line number of the purchase order selected in the PO Nbr. column.

When you select a line, the value in the Status column is inserted as follows:

• Update if the selected line is open. The line will be updated when the related change order is released.
• Reopen if the selected line is completed or canceled. The line will be reopened when the related change order is released.

For an estimation line with the New Line or New Document status, this column is empty by default.

The column is available for editing only if the change request has the On Hold status. If the Create Commitment check box is cleared for the line, the column is empty and unavailable for editing.

This column appears if the Construction feature is disabled on the Enable/Disable Features (CS100000) form.

Read-only. The status of the commitment line in the related change order, which indicates the action to be performed when the change order is released. The status can be one of the following options:

• New Document: A new commitment document will be created.
• New Line: A new line will be added to the selected commitment document (purchase order, project drop-ship order, or subcontract), which will also be reopened if it is closed.
• Reopen: The selected completed or canceled commitment line will be updated, and the related document will be reopened if it is closed.
• Update: The selected open commitment line will be updated.

If the Create Commitment check box is cleared for the line, this column is empty.

The tax category applied to the line amount of the revenue portion.

When you add a line, the system inserts the tax category based on the following priority:

1. The tax category of the stock or non-stock item selected in the Revenue Inventory ID column
2. The tax category of the selected Revenue Task

If neither the inventory item nor the revenue task has a tax category, this column is empty. You can select a tax category manually.

For built-in tax calculation, taxes are recalculated when you change the tax category. For external tax calculation, the change is applied the next time external taxes are recalculated.

The first cost code of the range for which you want to view commitment lines. If you want to see the commitment lines associated with all cost codes, leave this box empty.

This box is shown if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.

The last cost code of the range for which you want to view commitment lines. If you want to see the commitment lines associated with all cost codes, leave this box empty.

This box is shown if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.

The reference number of the purchase order.

The reference number of the purchase order.

The number of the commitment line.

The description of the commitment line.

The quantity of the commitment line.

This column is read-only. For a commitment line with the New Line or New Document status, this column is empty.

The amount of the commitment line.

The project task associated with the commitment line.

The cost code associated with the commitment line.

This column is shown if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.

The stock or non-stock item of the commitment line.

The vendor associated with the commitment line.

The type of the commitment, which can be one of the following: Normal Purchase Order or Project Drop-Ship.

The date of the commitment.

The currency of the commitment line.

The unit of measure of the commitment line.

The price of the specified unit of the commitment line in the currency of the commitment.

The received quantity of the commitment line.

A check box that indicates (if selected) that the status of the document line related to the commitment is Canceled.

A check box that indicates (if selected) that the status of the document line related to the commitment is Completed.

Adds the selected lines to the change request. The dialog box remains open.

Adds the selected lines to the change request and closes the dialog box.

Cancels your selections and closes the dialog box.

The identifier of the tax applied to the change request. For built-in tax calculation, you can select a tax that applies to at least one estimation or markup line based on the tax category of the line.

Read-only. The rate of the tax. The rate is copied from the tax specified on the Taxes (TX205000) form.

The total amount of the revenue portion of the estimation lines and the markup lines that is subject to the tax. This amount is calculated based on the Tax Calculation Mode and the calculation rule of the tax.

For built-in tax calculation, you can override the calculated amount.

The amount calculated for the tax based on the taxable amount, tax rate, and calculation rule.

For built-in tax calculation, you can override the calculated amount.

The tax zone of the customer.

The system inserts the tax zone based on the following priority:

1. The Revenue Tax Zone specified for the project on the Addresses tab of the Projects (PM301000) form, if the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form
2. The tax zone associated with the address of the change request based on the mappings on the Ship-to Addresses tab of the Tax Zones (TX206000) form
3. The tax zone of the customer
4. The tax zone of the branch specified for the project

If no tax zone is found, this box is empty. You can override the inserted value. When you change the tax zone, taxes are recalculated.

The mode that determines whether the amounts in the change request include tax. You can select one of the following options:

• Tax Settings: The calculation rules specified for the taxes are used for built-in tax calculation. For external tax calculation, the settings of the tax provider are used.
• Net: The amounts are treated as exclusive of tax.
• Gross: The amounts are treated as inclusive of tax.

By default, the value is selected based on the following priority:

1. The tax calculation mode of the customer's default location
2. The default tax calculation mode of the external tax provider selected on the Tax Providers (TX102000) form
3. Tax Settings

Taxes are recalculated when you change this value.

This box appears if the Net/Gross Entry Mode feature is enabled on the Enable/Disable Features (CS100000) form.

The exemption certificate number of the selected customer, which is used if your system is integrated with an external tax provider. By default, the value is pulled from the customer's location, but you can override it at the document level, if needed. The box appears if the External Tax Calculation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.

By default, the value is copied from the tax settings of the customer's default location. You can override the inserted value.

This box appears if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The tax exemption type of the customer's default location used for external tax calculation.

By default, the value is copied from the tax settings of the customer's default location. If no tax exemption type is specified for the location, this box is empty. You can override the inserted value.

This box appears if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the contact information can be overridden.

The name of the customer.

The department or person to be noted on the attention line, if this line is used by your company.

The email address of the customer's contact person.

The phone number of the customer's contact person.

The additional phone number of the customer's contact person.

A check box that indicates (if selected) that the address can be overridden for the current change request.

Opens the Address Lookup dialog box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration isn’t set up, the View on Map button is displayed instead.

The first line of the project address.

The second line of the project address.

The city of the project address.

The country of the project address.

The state or province of the project address.

The postal code of the project address. An input mask for the postal code can be specified on the Countries/States (CS204000) form.

The latitude of the project address, which can be used for tax calculation.

The longitude of the project address, which can be used for tax calculation.

A check box that indicates (if selected) that the project address has been validated through integration with an address validation service. You can initiate address validation by clicking Validate Address on the More menu.

This check box is shown if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

• %: A percentage markup that is applied to the sum of the line amounts of the estimation lines of the change request.

  You can define as many markups of this type as necessary. The markup subtotal is calculated as the sum of all these markup amounts.

• Flat Fee: A markup whose amount is specified manually to be added to the total markup.
• Cumulative (%): A percentage markup that is applied to all the previously applied percentage markups.

The amount to which the markup is applied.

For percentage and fixed markups, this amount is calculated based on the Line Amount values in the estimation lines of the change request on the Estimation tab, reduced by any inclusive tax amounts. For more information, see Change Requests: Configuration of Markups.

• For the percentage markup type (%), the markup amount is calculated as follows: Markup Amount = Amount Subject to Markup * Value / 100, where the amount subject to markup is the sum of the line amounts of the estimation lines.
• For the flat fee markup type (Flat Fee), the markup amount is specified manually in the Value column.
• For the cumulative markup type, Cumulative (%), the markup amount is calculated as follows: Markup Amount = Amount Subject to Markup * Value / 100, where the amount subject to markup is the sum of all the previously applied percentage markups.

The cost code that is associated with the markup.

The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code is selected as the Revenue Budget Level for the project on the Summary tab of the Projects (PM301000) form.

The inventory item that is associated with the markup.

The column is shown if Task and Item is selected as the Revenue Budget Level for the project on the Summary tab of the Projects (PM301000) form.

The tax category applied to the markup amount of the line.

When you add a line, the system inserts the tax category based on the following priority:

1. The tax category of the selected inventory item
2. The tax category of the selected project task

If neither the inventory item nor the project task has a tax category, this column is empty. You can select a tax category manually.

A check box that indicates (if selected) that the approval decision belongs to a previous approval cycle. The check box is selected for all Approved and Rejected approval entries when the record is put on hold for editing.

The Drawing Logs (PJ403000) form, which displays the list of the drawing logs for the change request selected on the current form.

The Project Issues (PJ3020PL) list of records, which displays the list of the project issues for the change request selected on the current form.

The Request for Information (PJ3010PL) list of records, which displays the list of the requests for information for the change request selected on the current form.