Creating an allowance

  1. Select Manage Contracts.
  2. Open a contract record and select Change Orders And Allowances.
  3. Open a change order record.
  4. Select Lines For Change Order.
  5. Select a change order line and click Create New Allowance.
  6. Specify this information:
    Allowance
    Specify a name for the allowance.
    Allowance Description
    Provide a description.
    Allowance Amount
    Specify the allowance amount.
    Allowance Percent Of Max Amount
    Specify an allowance amount as a percentage of the line maximum amount.
    Description
    Provide a reason for the change order allowance.
    Change Reason
    Specify a reason for the change order.
    Document
    Attach a document that contains additional allowance details.
  7. Click Submit.