1. Select the Financial Module from the Main Menu
  2. Select Summary from the Financial main menu
  3. Select a Contract (if it is not already selected)
  4. Click Work Order on the Summary page

Note:  System displays the Work Order for the Contract

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  1. Click on a Work Order No. from the Work Order for Contract table

Note:  System displays the Work Order Details

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  1. Click Edit button at the upper right of the page

Note:  Lump Sum, Unit Price, Time & Material, and Changes are rollup data from the Activity Tasks. To edit the information for these items, go to Edit Work Order Activity Tasks.

  1. Update the following fields, as needed:
  • Description 
  • Charge Code
  • CapID
  • NTP To GC
  • Scheduled Completion Date
  • Forecast Completion Date
  • Final Inspection Date
  • PA-923 Sent Date
  • Permit Issued Date
  • Estimates (Engineers, PMD, CMD)
  • Accrual (WIP, Forecast)
  • Notes and Comments (Engineer: Day, Night, Eng PM, Line Dept PM)
  1. Click Save at the bottom left of the page

Note:  User has the option to Undo or Cancel the changes

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