Create Purchase Order Change Orders

Use the Create Purchase Order Change Orders screen to create a new change order for an existing purchase order (PO) and save the previous version of the purchase order to a history file.

Once the new change order number is created, you can enter the modifications to the purchase order (for the new change order number) in the Manage Purchase Orders screen, where the Change Order number reflects the New Change Order Number from this screen.

When creating a change order, the Construction Industry Scheme (CIS) information and withholding status is copied from the PO line to the change order line, if applicable. For subcontract purchase orders, all applicable amounts and percentage rates are copied from the subcontract PO line to the change order line.

Note: If the vendor is flagged as a payroll vendor, or if its Vendor Status for PO is On Hold, you cannot modify the purchase order. If the vendor has an Approval Code of Not Approved or Pending, Costpoint displays a warning.

Upon opening the screen, a query page displays for you to enter a set of selection criteria to search for a purchase order.