Creating Change Orders

Change orders are used to communicate to the vendor any changes or modifications that have been made to the purchase order. To create a change order:

On the Change Order Report, specify this information:
PO Type

Select the type(s) of purchase orders to include on this report: regular or blanket.

PO Status

Select the statuses of purchase orders to include: planned, ordered, or complete.

PO Line/Release Status

Select the line/release statuses that must be held by any of the past due line/releases included on the report: planned, ordered, complete, or filled.

Change Status
Select the status for the PO change order you want to change:
- Finalized: When all changes for a specific change order are complete, you can change the status to Finalized. This indicates that you have completed any changes needed to be made and that the change order is ready to print. The system still considers the change order outstanding until it is actually printed. There can only be one outstanding change order at a time for a particular purchase order.
- Printed: When the change order has been printed, the status automatically changes from Finalized to Printed. You can also manually change the status of the change order to Printed. Once the change order has a status of Printed, any updates to the same purchase order triggers the creation of a new change order.
Note: Once the status of the change order is set to Finalized, another change order cannot be initiated. If you want to make more changes, you must re-open the change order and set the status of the change order to Printed; or you can actually print the change order, which automatically sets the status to Printed.
Print Item or Vendor Item

Select whether you want to print the item number or vendor item number on the report.

Print Standard Order Text

Select this check box to print standard order text as part of the output.

Print Line/Release Description

Select this check box to print item descriptions as part of the report.

Print Blanket Line Description

Select this check box if you want to print blanket order item descriptions in the report.

Round to Decimal Places

Specify the number of decimal places (up to three) to use in the Quantity Ordered field.

Translate to Domestic Currency

Select this check box to translate amounts in the report to the domestic currency.

Print Euro Total

Select this check box to print the total for the report in both the Euro currency and the transaction currency for any customer or vendor whose currency is Part of Euro.

Use Profile

Select this check box to use the associated vendor/customer document profile, if one exists.

Print Entire PO/Changes Only

Select Entire PO to print all lines for the purchase order on the change order. The change number and change order text are also displayed. Select Changes Only to print only those lines with changes. If only one field on a particular line item was changed, the entire line prints.
Use the check boxes to select the types of notes you want print on the report.
For these fields, select the range of values to include in the report:
- Purchase Order
- Line/Release
- Vendor
Click Print.