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 (Mobile / Web app) function.



⚠️Note: the Change Order button will not show if the order has a sync issue. Please click on the Accounting Sync text on QTM web 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 (Mobile App)

Step 1. Locate your order on the Orders page & tap to open it.


Step 2. Create the Change Order

  • Tap the (...) menu to access the Change Order feature




Step 2: On the Creating Change Order page, make necessary changes:

  • Add new line items
  • Edit line items
  • Delete line items
  • Discount line items (Add a negative sign in front of quantity)


 

Step 3. Review & Submit

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

  • Tap 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: