Sometimes you need to make changes to a PO after you've issued it. You can also adjust a PO to handle overages, damages, or returns. 


Note: back-orders or partially-received orders are handled using Receive Order (Mobile / Web app).

 

To learn more about correcting a PO after an order is received, read our Receive Order: Advanced Topics article.

  

  

How to issue a change order


  1. Open your PO from the dashboard. 
    If your PO has been received in full, it will be in the Order History tab.
     
  2. Scroll down to Attachments and attach your invoice. 
    Click Upload a file (or use drag-and-drop). If applicable, attach the invoice that you will match your order to.
    • Click Change Order at the top-left of your ticket (scroll up).
       
  3. On the Change Order page, you can make the following changes:
     
    • Use the “plus” (+) sign to: 
      Move items from Purchase to Rental or vice-versa.                                                         Delete Items
        
    • Edit line items. 
      All fields are editable. 
    • Add Purchase or Rental items
    • You can also add Bill Of Material items here
       
  4. Optional - if the order has been invoiced. Double-check the subtotal. The subtotal of the invoice should match the PO's Total (excl. tax) 
     
  5. Click Preview PO. 
     
  6. Review all the order details. 
    This is your last chance to catch errors! If you find an error, click Close to make changes.
     
  7. Click Issue Change Order.
     
  8. Select Yes or No to include your supplier in the correspondence. 
    All change orders will be sent to accounts payable and the PO distribution list. Selecting Yes will also send it to the supplier.

Your change order PO has been sent!


! If your PO shows as partially-received, you must use Receive PO again (if your items are on-site).





Next step

Receive Order (Web app)

 

 

Tips and tricks for success

  • If you've made mistakes and want to start over, you can exit the form without saving and start over. 
     
  • Always attach the supplier's updated quote or invoice to the change order. This is important for your friends in accounting!

 

 

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