Overview

 A Change Order allows you to modify an issued Purchase Order to account for necessary adjustments.


Key Features of a Change Order:

  • Modify PO details after issuance.

  • Move, add, edit, or delete line items.


For handling partially received orders, use the Receive Order function.

 

⚠️Note: the Change Order button will not show if the order has a sync issue. Please click on the Accounting Sync text to see a description of the issue:

If the issue is unclear, please reach out to your administrator or to QTM support for steps to resolve.

How to Issue a Change Order (Web)

Step 1: Open Your PO

  • Locate and open the PO you need to modify


Step 2: Create the Change Order

  • Scroll up and click the 3-dot (...) menu at the top-right of your order.

  • Click Change Order

    • From here you can:

      • Move items between Purchase and Rental.

      • Delete items using the trash icon.

      • Edit line items (all fields are editable).

      • Add new Purchase or Rental items.

      • Add Bill of Material items

      • Discount Items (Add a negative sign in front of quantity) 


 

  

Step 3: Review & Submit

  • Click Preview PO.

  • Carefully review all details - this is your last chance to catch errors.

    • If you need to make changes, click Close to return to editing.

  • Click Issue Change Order.

    • A revised PO will be sent to your accounting team, project team (if subscribed), and the supplier (if selected)


 

Need help?

Reach out to our Customer Support team: