CREATE PURCHASE ORDER CHANGE ORDERS

Use this 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.

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 .

Location

PO, Release

These fields display the PO ID and Release number of the selected record on the query page.

Type

This field displays the PO type from the Manage Purchase Orders screen and cannot be modified.

Current Change Order

This field displays the current change order number from the Manage Purchase Orders screen and cannot be modified.

Vendor

This field displays the vendor ID from the Manage Purchase Orders screen and cannot be modified.

Status

This field displays the PO status (PO header) from the Manage Purchase Orders screen and cannot be modified.

Buyer

This field displays the buyer ID (PO header) from the Manage Purchase Orders screen and cannot be modified.

Subcontract

This field displays the Subcontract ID that the purchase order is linked to. Click the Subcontract ID link to access the record on the Manage Subcontracts screen.

The Subcontract field is visible only to users who are licensed for CRM & Contracts.

Ref. Subcontract ID

This field displays the reference subcontract ID from the purchase order (PO) header when you create a new change order. This field allows you to add subcontract ID for POs with activity from the Manage Purchase Orders screen.

Change Order Set Up

Use the fields in this group box to manually enter the New Change Order Number and save the old purchase order information to a history file.

New Change Order Number

The next numerical number from the current change order display in this field for this change order, but can be modified as long as the new change order number is higher than the current change order number. Once the new change order number is created, you can enter the modifications to the purchase order (for the new change order number) on the Manage Purchase Orders screen (where the Change Order number reflects the New Change Order Number). Each time you modify a subsequent change order on the Manage Purchase Orders screen, the value in this field increases by one.

Save Existing Change Order to History File

Select this check box to save the existing change order to a history file. When this check box is selected, the current change order information are saved to a history file. If you do not select this check box, the current change order is not saved when the new change order is created.

PO Printed

Select this check box to indicate this purchase order has been printed. This check box is selected as default.

Change Date

The system date displays in this field but can be modified. You can enter, or click to select, a change date.

Create Change Order

Click this button to populate Change Order Number and Change Date fields.