The Variation Function allows for the creation of additional quotation documents for work not included in the original project estimate. It also supports changes modifications to the initial scope or agreement after once the project moves to the active stage.This feature is especially useful for managing project changes that arise after the project moves to the active stage.
To enable this functionality, go to Contracting Settings → Administration Section and check the box "Use Variation Estimation Acceptance." Once enabled, the system will process all project estimate documents with the Variation type. It will automatically update the "Accepted" column in the revenue tab for each row added in the current or any previous variation order.
When a project reaches it must be configured via:
Administration → Contracting → Quotation Process
(Ensure the Quotation + Revision + Variation option is selected)
When a project reaches Active status, the "Create Variation Order" button becomes available in the project estimate section. This opens the variation workflow.
In the variation estimation document, the estimate lines are locked and cannot be edited directly. To make changes:
- Use "Change Row" to mark – Marks an existing line as cancelled. The system creates a reversal transaction and adds generates a new editable line for modifications.
- Alternatively, you may add new lines for Cancel Row – Reverses the selected line by marking it as cancelled, without creating a new editable line.
- Add Line – Allows the addition of new lines to account for extra or additional work.
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Variation acceptance functionality
To activate the feature, Contracting Settings → Administration Section→ Use Variation Estimation Acceptance.
Once enabled, the system will process all project estimate documents marked as Variation and automatically update the "Accepted" column in the Revenue tab for any lines added in the current or previous variation orders.
Once a variation order is posted, the changes are not considered accepted by default. A new "Accepted" column , which remains blank appears in the revenue section, but it remains empty until the client formally confirms the variation. You can generate Client acceptance is not a mandatory option.
If needed, a new quotation document can be generated from the variation and send it to shared with the client for approval. This quotation reflects includes reversed lines, newly added items, and the total value of the proposed changes.
Once the client approves, mark the variation as accepted in the system. You’ll be prompted to enter the acceptance date. Upon acceptance:
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