Create a Change Order

After a standard or service purchase order is approved or printed, you must use a change order to change or cancel it. To change a blanket order, you use a release.

The procedure is different for a change to a line item's quantity and for a change to other data.

To create a change order, complete the following steps:

1. From the Vision Navigation menu, click Purchasing > Purchase Orders.
2. Open the standard or service order to change.
3. On the General tab, check the Status to ensure that it is Printed.
4. Click Process and select Change Order.
5. Click Yes in response to the following prompt:

   Change Purchase Order ###?

6. On the Change Order dialog box, select a Reason for Change Order.
7. Click OK.

   Vision adds a row to the Change/Cancel Orders grid with a Status of In Progress, and changes the purchase order's Status to Changed.

8. In the Line Items grid on the Line Items tab, enter your changes.
9. Click Save.
10. Click Submit to send the change order for approval.