Purchase order change requests - field updates

If change requests are used to update purchase orders, you can modify the value of specific fields on the change requests. These fields are enabled based on the status of the actual purchase order.

Field categories

This table lists the categories of the fields that can be updated:


Category	Fields
Pricing terms	Order Discount, Price Stage, Price, Landed Costs
Delivery terms	Delivery Terms, Ship-from Address, Receiving address (warehouse), Delivery Location, Delivery Date, Ship-to BP, Carrier
Payment terms	Payment Terms, Payment Address, Supplier Stage Payment information, Point of Title Passage
Order reference	BP Order Number, Reference A, Reference B, Buyer, Text (Header and Line)
Quantity	Quantity
Item	Item, Manufacturer Part Number, Unit Effective Number, E-Item Revision, Unit of Measure
Accounting distribution	Project/Element/Activity (project peg), General Ledger Account

Field update requirements

This table lists the status of the purchase order (PO) and the required criteria to update the purchase order fields:


Category	Unapproved PO	Approved PO (with supplier response, without receipts)	PO received (with backorder)	PO fully received	Matched and approved PO
Pricing Terms (except for Order Discount)	PO can be changed	Change request required to update PO	Change request required to update PO	Change request required to update PO	Change request required to update PO and initiate retrobilling
Quantity, Delivery Terms, Item	PO can be changed	Change request required to update PO	Change request required to update backorder (except for Item)	Not allowed	Not Allowed
Payment Terms	PO can be changed	Change request required to update PO	Change request required to update backorder	Not allowed	Not Allowed
Order References	PO can be changed	Change request required to update PO	Change request required to update PO	Change request required to update PO (Header and Line Text and Buyer)	Change request required to update PO (Header and Line Text and Buyer)
Accounting Distribution	PO can be changed	Change request required to update PO	Change request required to update backorder	Not Allowed	Not Allowed

Note: For a purchase order with the status Closed, the purchase order line price can be updated using the change request purchase payable receipt. As the invoice is paid, retrobilling is also initiated. See: Retrobilling price changes using change requests.

Change request sessions

These main sessions are available to update purchase orders and their related data using change requests:

Purchase Order Change Request (tdpur4600m000)
Purchase Order Change Request Line (tdpur4601m400)

The main sessions include these tabs that refer to the related change request sessions:

Purchase Order Change Request Lines (tdpur4101m100) or Purchase Order Change Request Line Details (tdpur4101m400)
Purchase Order Change Request Material Supply Lines (tdpur4116m100)
Purchase Change Request Receipts (tdpur4106m100)
Purchase Change Request Payable Receipts (tdpur4130m100)
Potential Purchase Backorders (tdpur4101m700)

From the appropriate menu in the Purchase Order Change Request Lines (tdpur4101m100) or Purchase Order Change Request Line Details (tdpur4101m400) sessions, you can access these sessions to update additional purchase-order data:

Purchase Change Request Peg Distribution (tdpur5600m100)
Material Price Information (tcmpr1600m100)
Landed Cost Lines (tclct2100m010)

Note: If there is a mismatch between an original purchase order line and the corresponding change request line, and consequently the change request line is locked for updates, click Reinitialize Change Request in the Purchase Order Change Request Lines (tdpur4101m100) session to regenerate the change request line (and related data) based on the updated purchase order line. For example, a mismatch can occur if the order line is finally received during the change request process for the purchase order.

Example

A purchase order includes ten order lines with a different status. For the first order line, an update is required. Consequently, a change request is generated for the entire purchase order.

If a final receipt can be executed for the second order line, the existence of a corresponding change request line that is not modified, may not block the original order line to be received. Consequently, the order line is received and the related fields are updated. However, now a mismatch occurs between the second order line and the second change request line. Due to this mismatch, the second change request line is locked for updates and the reinitialization of the change request is required.

Note: If a modified change request line is linked to a purchase order line, the purchase order line cannot be received.

You can use the Print Purchase Order Change Request Comparison (tdpur4408m000) session to view and compare all the updates between the original order and the change request.

In the history session that is linked to the relevant change request session, you can view the history of the changes.