Change requests - purchase contracts

If the change request functionality is implemented for purchase contracts, a change request is required to update the purchase contract and the related data. A change request is a copy of the original and actual purchase contract (including all its related information) that is added to a new document and assigned a new document number.

Change requests are required after the purchase contract is activated. Consequently, change requests are only used to update contracts with the status Active. If you use change requests, you cannot de-activate purchase contracts, only terminate them. If you do not use change requests, an Active contract must first be de-activated (set to Free), before it can be updated.

Only one open change request is applicable at a time for a purchase contract. A new change request can be created only after a previous revision is processed or canceled.

To modify purchase contract data using the change request functionality:

In the Purchase Contract Parameters (tdpur0100m300) session:
- Select the Change Requests check box.
- Specify a series for purchase contract change requests in the Series field.
- Optionally, you can select the Process Purchase Contract Change Requests Automatically check box.
Click Initiate Change Request in the Purchase Contract (tdpur3600m000) session, to start the Purchase Contract Change Request (tdpur3600m100) session. The status of the change request is set to Created.
Modify the required purchase contract data of the change request. Consequently, the change request status is set to Modified and the actual purchase contract (data) is locked.
Submit the change request for approval (if ION Workflow approval is applicable).
- Click Approve Change Request to approve the change request in LN, if the data is valid. If the modifications are also approved in ION Workflow, the change request status is set to Approved and the revision number of the change request is increased by one.
- If the modifications are rejected in ION Workflow, the workflow approval status of the change request is set to Not Started and the change request status is set to Modified. Based on the reject reason, you can modify the purchase contract data and resubmit the change request. Optionally, you can use the Cancel Change Request option to cancel the change request and unlock the actual purchase contract.
Click Process Change Request to process the change request. Consequently, the change request status is set to Closed, the modified data is updated on the purchase contract, the revision number is increased, and the purchase contract is unlocked.

An approved change request is automatically processed if the Process Purchase Contract Change Requests Automatically check box is selected in the Purchase Contract Parameters (tdpur0100m300) session.

Field updates

You can modify specific fields for a change request. The availability of fields on the change request depends on the status of the actual purchase contract. See Purchase contract change requests - field updates.