Edit a Change Order

From the Edit Change Order page, you can monitor and modify the change order definition.

You can access the Edit Change Order page in the following ways:

  • When you create a new change order.

  • When you select a change order from the search results on the Manage Change Order page and select Edit from the Actions menu.

  • When you access a change order in view mode by clicking the change order link in the search results on the Manage Change Order page, then select Edit from the change order detail page.

Tasks You can Perform from the Edit Change Order page

This table lists the tasks you can perform depending on the status of the change order.

If Status is

Tasks you can perform

Draft, Open

Modify header details such as priority and reason and add or remove attachments.

Draft, Open

Modify the current status of change order tasks.

All statuses

Monitor the current status of change order tasks.

Draft, Open

Modify line details and access item pages for further change

All statuses

Monitor the current status of the change order in the workflow.

All statuses

Review the actions that have been performed on the change.

Additionally, you can perform the following:
  • You can assign an item to a child organization through a change order. Such assignments always happen only in the master organization change order context.

  • From a master organization, assign an item to a child organization, add the change to a change order, and route it for approval. This item can then be enabled in the child organization on a specified date.

  • From a master organization you can also create a change order, add a revised item, and make the item organization assignment in a change order context.

  • By selecting the appropriate batch-level change order options, you can also make item organization assignments through batches and add them to a change order. But, if change order required rules are triggered for such assignments, they're carried through a change order even if batch options aren't specifically set.

  • You can also use change services to add item organization assignments to a change order.