Change Orders
Note that both Owner Change Orders and Subcontract Change Orders are supported via the Agave Change Orders sync.
Owner Change Orders
Visual Mapping
Header
Revenue Lines
All lines on the Autodesk OCO (including markup lines) are included in the Revenue Budget tab in Acumatica.
Cost Lines
All non-markup lines are included in the Cost Budget tab in Acumatica.
Configuration & FAQs
Markup and Margin
In Acumatica, the difference between the Revenue and Cost Budget tabs captures the margin on the Change Order. When Agave syncs an OCO from Autodesk to Acumatica, all non-markup SOV lines are included in both the Revenue Budget and Cost Budget tabs. Markup lines are included only in the Revenue Budget tab to preserve margin.
There are two methods for identifying margin on an Autodesk OCO:
- Using the Markup Tool - Any markups added via Autodesk's markups tool (e.g. lines 05-09 in the above visual mappings) will only be included on the Revenue Budget tab
- Using a Revenue Account Group - Any lines using a Revenue Cost Type (e.g. line 04 in the above visual mappings) will only be included on the Revenue Budget tab
Cost Types (Account Groups) for the Revenue Budget tab
Acumatica only allows revenue Account Groups on the Revenue Budget tab. Agave will automatically insert your default Revenue Account Group as part of the sync to the Revenue Budget tab in Acumatica (see Revenue Lines)
Sub Job (Task) Aggregation
If you use Task-Level Revenue Budgets in Acumatica, Agave will automatically aggregate by Task and ignore Cost Codes on the Revenue Budget tab.