Purpose
You can use the PO Amendments business process to make a formal commitment change to a Purchase Order. You can see the change impact in the project's cost sheet.
Business process characteristics
This is a project-level, Cost-type business process with line items and workflow. The PO Amendments business process uses the General Spends schedule of values. An individual help file is available for this business process.
Record Statuses
- Pending, a non-terminal status.
- Approved, a terminal status Rejected, a terminal status.
- Canceled, a terminal status.
Groups associated with this business process
- Creation: Project Coordinators.
- Review: Project Managers. All Project Users can be copied.
- Revision: Project Coordinators. All Project Users can be copied.
Relationships associated with this business process
- The Creator must select a Purchase Order.
- The business process auto-populates vendor information from the contract vendor selection.
Additional Information
- The General Spends SOV becomes available upon association with a Purchase Orders record during record creation.
- Enabled for mobile devices.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.