Acumatica Change Orders Training | Project Budget Control, Workflow Setup & Best Practices
Welcome to Central Nervous Systems’ Acumatica Training Series, where we deliver weekly hands-on sessions to help Acumatica users and administrators master key ERP workflows.
In this week’s class, we focus on one of the most essential project management tools within Acumatica ERP — Change Orders.
In this Acumatica Change Orders training, we explore how change orders help maintain accurate project budgets, improve profitability tracking, and provide a clear audit trail of project adjustments. Whether you’re a project manager, controller, or system administrator, this session will show you exactly how to implement and manage change orders to strengthen your financial visibility and project governance.
💡 In this Acumatica Change Orders Training, you’ll learn:
✅ What change orders are and why they’re essential for project cost control
✅ How to create and manage change order workflows in Acumatica ERP
✅ How to lock project budgets to prevent unauthorized adjustments
✅ How to track and approve budget changes and commitments
✅ How to enable or disable change order functionality for individual projects
✅ How to configure permissions for project admins, accountants, and managers
✅ How to use change orders to adjust revenue and cost budgets
✅ How to manage net change quantities and values for accurate reporting
✅ How to maintain full audit trails for financial transparency
This session demonstrates the end-to-end setup process, from enabling change orders in Acumatica configuration settings to executing workflow approvals and applying budget adjustments. You’ll also see how role-based access controls prevent unapproved edits and ensure accountability throughout the project lifecycle.
All classes are recorded and available on-demand for Central Nervous Systems clients at:
👉 acumaticaengineering.com/maintenance-classes
Upcoming training sessions are listed at:
👉 acumaticaengineering.com/acumatica-training
Have questions during the session? Use the Q&A box to submit them live — unanswered questions will be posted later on our CNS Blog, along with tips, updates, and best practices for Acumatica ERP users.
SEO Keywords
Acumatica change orders, Acumatica project management, Acumatica training, Acumatica project budgets, Acumatica workflow setup, Acumatica ERP tutorial, Acumatica for project managers, change order workflow, ERP cost control, Acumatica project accounting, Acumatica system configuration, Acumatica project approvals, Central Nervous Systems training
