The Variation Function allows creation of additional quotation documents for work not included in the original project estimate. It also supports changes to the initial scope or agreement after 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 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 an existing line as cancelled. The system creates a reversal transaction and adds a new editable line.

• Alternatively, you may add new lines for additional work.

After posting a variation order, changes are not accepted by default. The revenue section will show a new "Accepted" column, which remains blank until the client confirms the variation. You can generate a new quotation document from the variation and send it to the client for approval. This quotation reflects reversed lines, added items, and the value of changes.

Once the client approves, mark the variation as accepted in the system. You’ll be prompted to enter the acceptance date. Upon acceptance:

• Revenue reports and project data are updated.

• New lines are reflected in the financials.

• Contracts are adjusted if needed.

Users with full access can accept variations manually. Restricted users will see the accepted status set automatically and cannot change it. If no further processing has occurred, accepted variations may be cleared, subject to access rights.

This function ensures accurate, auditable handling of changes, whether they arise from client requests, internal corrections, or evolving project needs. Costs are applied when the variation is posted, but revenue is recognized only after acceptance (if required).