Making Changes to Ordered PO Lines

  1. On the Purchasing Parameters form:
    • Select Amend Ordered Purchase Order.
    • Set the Use PO Change Order field to Sometimes or Always.

      For details about how this setting affects PO changes, see the Help for the Use PO Change Order field.

  2. Make changes to the purchase order line.

    For example, change the amount of the product ordered and then save the record.

    If the Use PO Change Order field (Step 1) is set to Sometimes, the system asks you to verify the change.

  3. In the PO Change Orders form, specify the purchase order for which you made the change. The system displays the line/release change detail information in this form.
  4. Set the Change Status field to Finalized and save the record.
  5. To review information about the change, use the Change Order Detail Report form.
  6. To print a change order request that you can send to the vendor for acceptance, use the Change Order Report form.

    Printing the change order request automatically sets the change order status to Printed.

Note:  Once the Change Status field is set to Printed, any further updates to the same PO will trigger the creation of a new change order.