What is a change order?
A change order allows the purchase order originator to make changes to an approved purchase order, i.e. quantity, price adjustment, delivery date, items, approvers, etc.
- Only the Purchase Order originator can initiate a change order
How do I initiate a change order?
- From the main dashboard navigate to "My active POs"
- Search for the desired "approved" PO and select it. Note: The PO must be approved for the "Change Order" button to display
- Click change order
- Once the change order button is clicked a new PO will be created. The PO number will be the original PO number+C1, C2, C3, C4........
You will now be able to make the necessary changes and submit them to the vendor.
WHEN A CHANGE ORDER IS CREATED, THE ORIGINAL PURCHASE ORDER IS AUTOMATICALLY CLOSED AND REPLACED WITH THE CHANGE ORDER. ALL PO INFORMATION IS AUTOMATICALLY UPDATED FOR THE VENDOR IN REAL-TIME