Change Order

The Change Order option allows the user to update the details of an existing purchase order.

You cannot create a change order against a deleted purchase order, or when the purchase order is open.

To create a change order, perform the following steps:

1. From the left pane, click Purchasing and click Create Purchase Order.

2. From the Purchase Order Type section, click Change Order.

3. In the Purchase Order ID field, enter the purchase order ID.

   On entering the purchase order, the application populated the purchase orders matching the entered text. Select the required purchase order.

   The last 3 digits of the purchase order denotes the number of revision/change order. For example, if the Purchase order is ERP-000-000, then it is the original purchase order. If it is 001 then it denotes that the PO is at change order 001.

4. Click NEXT.

   The PO lines available for the purchase order appears.

5. Select the line in which you want to make a change and click NEXT.

6. The details of the purchase order appear. You can change the details that are open for edit.

7. After making the changes click CREATE.

8. From the LINES tab, you can view the changes made to the purchase order.

   You can further select the lines and change the details of the line from the right pane.

9. After making all the changes, click ACTIONS and then click ISSUE.

   An email will be triggered to the registered email Id with the purchase order details and the change order attached to the mail.

   When a change order is created, a notification will be sent to the requisition requester.