Create a Purchase Order Change Order

Explanation

This activity is used to create a change order for a purchase order. A purchase order change order is used to manage changes to a released and authorized purchase order. The purchase order change order allows you to keep track of changes made between purchase order revisions and to invoke authorization for these changes. The associated purchase order can then be updated with the changes registered in the change order.

Prerequisites

• The purchase order for which you want to create a change order needs to be in either Released, Confirmed, Arrived, Received, or Stopped status.
• The purchase order must not have a change order in the Planned, Released, or Authorized status.

System Effects

• A purchase order change order is created in the status Planned and can be viewed in the Purchase Order Change Order window. It contains information from the purchase order. When the first change order is created for a purchase order there is also a baseline change order created that represents the original version of the purchase order. This is indicated by the Baseline check box which is selected in the Purchase Order Change Order window.
• The Pending Change Order check box is selected in the Purchase Order window for the associated purchase order.

Window

Purchase Order

Related Window Descriptions

Purchase Order

Procedure

1. Open the Purchase Order window and query for the desired purchase order.
2. Right-click on the header, point to Change Order and then click Create Change Order.
3. Click OK to confirm. The change order is created and can be viewed in a new window.