Change Order

After you final print a purchase order, the only way to change it is by entering a change order.

Use a change order to:

• Change the items in a purchase order.
• Increase or decrease an item's quantity.
• Change a blanket or service purchase order's not-to-exceed amount and the end date of the agreement (Period To date).
• Align an item price with the price on the vendor's invoice or with the item's Last Price in Configuration > Purchasing & Inventory > Items Master.

To maintain a proper audit trail, Vision saves all change orders. To reverse or change a change order, you must create a new change order that reverses the other change order.

Blanket Purchase Orders

You can use a change order to cancel a blanket purchase order. On the change order, in the Not to Exceed Change Amount field in the Change/Cancel Orders grid on the General tab, enter an amount that when added to the original not-to exceed amount (entered on the Agreement tab of the Purchase Order form) equals zero.

Change Order Numbers

Vision assigns a change order number to each change order. You cannot change the number.

Buyer's Purchasing Limit

A change order cannot exceed the buyer's purchasing limit that is entered on the Buyers tab in Configuration > Purchasing & Inventory > Company Settings.

Approvals

A change order must go through an approval process if you have enabled an approvals process for purchase orders. For more information, see Checklist: Configure and Enable Approvals for the Purchasing and Inventory Applications