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