Change orders | Settings
Change orders do not have their own settings page: they follow the quotation settings, via Settings > Quotations. After all, a change order is built up like a quotation. What you set there therefore applies to your quotations and your change orders. Only the overview screen and the numbering are set separately for change orders. Below you find what each quotation setting does for your change orders. How to work with change orders is explained in Change orders | General. The full explanation of all settings is in Quotations | Settings.
Overview settlement
This card only applies to change orders. Here you determine what the views of the overview screen of your change orders look like. What you change here applies to every user. In addition, every user can still create and set up their own overviews.
Setting | Explanation |
|---|---|
Quick filters | Choose which filters are ready by default in your overview. |
System view | Choose which columns you want in the table view, and in which order. |
Card info | Set the title, the subtitle and the fields of the card in the kanban and map views. A maximum of 8 fields in total. |
Tags | Set up labels that appear on a card as soon as a change order meets your condition. At most 10 per module. |
Card info and tags apply to the whole environment. You set the columns separately per overview.
Settings
These settings apply to your quotations and your change orders.
Setting | Explanation |
|---|---|
Show address | Shows the project address and the kilometres on the change order file. |
Show line nrs. | Switch this on to add the Nr. column (the line number) to the lines of the change order. |
Show post nr. | Switch this on to add the Post column to the lines of the change order. |
Show equipment | Switch this on to add the Equipment column to the lines of the change order. |
Calculation | Shows the Calculated item action button in the item overview and the Cost type field on the item file. Needed to work with calculated change orders. |
Use composite items as extra lines | Switch this on to load the underlying items of a composite item as extra lines in a simple change order. |
Automatically number lines | Switch this on to number every line automatically in the Nr. column, taking the chapters into account. |
Show type (eg. SOG) | Switch this on to add the Type column to the lines of the change order. |
Make order | Switch this on to show the Make order action button at the top of the change order file. |
Make invoice | Switch this on to show the Make invoice action button at the top of the change order file. |
Make supply order | Switch this on to show the Make supply order action button at the top of the change order file and in the overview of the change orders. |
Direct cost sharing depending on price | Determine whether Robaws shares the direct costs of a calculated change order evenly across the lines, or in proportion to the price of the line. |
Days before due date, #days before follow up date and Number of days before deadline | After how many days the date fields of a new change order fall. You can still change them per change order. |
sync (m) | How many minutes there are between automatic saves of the change order. If you enter 0, this does not happen. |
Invoice percentage from phase and Invoice fixed price of phase | The text that appears on the invoice line when you invoice a phase from the financial planning of the change order. Use replacement codes for this. |
Phase billing cumulative strategy | Choose how Robaws invoices a phase from the financial planning: Simple, Cumulative or Ask. |
Two settings on this card have no effect on change orders, because a change order does not have those action buttons: Move files to project during creation (with Make project) and Make subscription.
Next number
Change orders have their own numbering, separate from the quotations. That is why this card has two blocks side by side: Change next quotation number and Change next settlement number.
- Change the number of the next change order via Change next settlement number.
- In the same block, choose how the numbering is built up: fill in a Prefix, a Suffix and the number of digits (#Numbers).
Extra fields
Your change orders use the same extra fields as your quotations. An extra field that you create here therefore appears on every quotation and every change order.
Standard texts
The standard texts that you set up here can also be chosen as the introduction or end in your change orders.
Setting | Explanation |
|---|---|
Show item number in bill of materials | Choose whether the item numbers are visible in the Bill of materials of your change orders. |
Page footer text | The text at the bottom of every page of the PDF of your change orders. |
Templates | Your change orders use the same PDF templates as your quotations. |
Statuses
Your change orders use the same statuses as your quotations. The statuses that change automatically also apply to both. Each time, fill in one of your existing statuses.
Setting | Explanation |
|---|---|
Status after making invoice | The status the change order gets as soon as you invoice it. |
Status offer after partial invoice | The status the change order gets as soon as you invoice a phase from its financial planning. |
Status after making order | The status the change order gets as soon as you make an order from it. |
Status after loading into process claim | The status the change order gets as soon as you add it to a progress claim. |
Follow up status and Statuses in which quotation can be followed up | If a change order reaches its follow up date while it is in one of these statuses, it gets the follow up status. |
Status after making project and Status after making subscription only apply to quotations.
Templates
Your change orders use the same templates as your quotations. When you create a new change order, you choose from your quotation templates. A template is always a simple or a calculated quotation.
Default documents
The default documents that you set up here also appear on the change order file under the Default documents action button.
Email templates
You also use the email templates that you set up here to send mail from a change order.
Updated on: 16/10/2026
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