Modify an Equipment Item Created from a Change Order

You can use a change order to modify an equipment item on a purchase order.

This occurs after the purchase order is final printed. For example, if the quantity or amount for an equipment item changes, you can make adjustments, print the change order, and the changes will update for the equipment item in the Equipment Info Center.

To modify an equipment item that was generated from a purchase order line item, complete the following steps:

1. From the Vision Navigation menu, click Purchasing > Purchase Orders.
2. In the Search field, select the purchase order for which to create a change order. The purchase order must have a status of Printed, meaning that you final printed the purchase order.
3. On the Purchase Orders form toolbar, click Process > Change Order.
4. On the dialog box that asks if you want to change the purchase order, click Yes.
5. On the Change Order dialog box, select a reason for the change order and click OK. You are returned to the General tab of the Purchase Orders form. A row is added to the Change/Cancel Orders grid for the change order. In Progress prefills in the Status field in the grid for the change order. In the Status field for the purchase order itself, Printed is replaced with Changed.
6. On the Line Items tab, select the line item that you want to modify.
7. Click Delete. This does not delete the line item but instead creates a reversing entry for the item on the Line Items grid.
8. Select the line item with the reversing entry and modify its information directly in the Line Items grid columns. For example, if the quantity of the order decreased, enter the new amount in the Quantity column.
9. Click Save and submit the change order. Any changes that you make to reversed line items are applied to the existing equipment item record in the Equipment Info Center.
10. On the toolbar of the Purchase Orders form, click Print > Print Current PO.
11. On the General tab of the Purchase Order Form print dialog box, click the Final (Mark as Printed) option in the Purchase Order Version section.
12. On the Purchase Order form print dialog box, select other options that apply.
13. Click the Run button on the dialog box to print the change order. A preview copy of the purchase order displays on a dialog box on your screen.
14. Use the icons on the toolbar on the preview dialog box to make page setup adjustments, download the purchase order as a file, print it, or email it. The date on a reprinted purchase order is the date that you printed the purchase order. Any modifications that were made also display.