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Original thread:
Post 9 made on Friday July 1, 2016 at 01:03
BMaxey
Long Time Member
Joined:
Posts:
May 2009
413
On June 30, 2016 at 09:57, iimig said...
This would best be handled by creating a new revision and comparing the original vs the one that has the extra parts. It will produce a change order with the differences, including negative quantities and additions

THIS is spot on. But the procedure is convoluted if you've never done it.

Once you have a signed proposal, click "check out proposal" (but don't open the proposal).
Then right click "create revision". (Important - do this for every deal you close).
In the bottom section, select Revision.
Click Compare - pop up window shows your original plus all revisions. Select the original plus current revision.
Navigate to the top - Reports
Select Change Order.
Print to PDF or printer.

DTools is not intuitive in this regard, but change orders are the only way to track your project from start to finish.


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