Generating Purchase Order Change Orders Online

To create a change order online, use the same pages that you use to update a purchase order, except that you'll be updating a dispatched purchase order. Fields that are eligible for change order tracking according to the purchase order change template are not available for entry on a dispatched purchase order. If you want to edit these fields, perform these actions:

• To make a header-level change, access the Maintain Purchase Order - Purchase Order page and click the Change Order button next to the PO Status field.

  The fields that trigger change order generation become available for entry.

• To make a line level change, select the Statuses tab on the Lines grid of the Maintain Purchase Order - Purchase Order page and click the Create Line Change button.

  Alternatively, access the Details for Line page and click the Chng Line button. The fields that trigger line-level change order generation become available for entry.

• To make a schedule-level change, click the Create Schedule Change button on the Statuses tab from the Maintain Purchase Order - Schedules page.

  To access this page, click the Schedule button from the Details tab of the Lines grid on the Maintain Purchase Order - Purchase Order page. The fields that trigger change order generation become available for entry.

• Adding a line automatically creates a change order for the line and new schedules are added.

• If you change the quantity on a purchase order line, and only one schedule exists, the system automatically creates a change order for the schedule.

  You do not have to click the Create Line Change button to make changes to the purchase order line quantity. The line quantity serves as a work field on the purchase order, so changes to its value are not tracked as changes. However, the system creates a schedule-level change order.

After you create a change order online, dispatch it as you would a regular purchase order.

When creating change orders using the online purchase order pages, if you attempt to cancel a line or a schedule that has been received (even partially), the system adjusts the quantity of the line or schedule and creates a change order.

For example, if the line quantity is 5, and two lines or schedules have been received, the line quantity becomes the received quantity, or 2 in this example. When the system transmits the change order to the supplier, the supplier sees that the quantity on the cancellation equals the quantity that he has already shipped, and he can cancel the remainder.