Add or Modify Purchase Order Change Order Line
Explanation
This activity is used to modify or delete existing
lines, or add new lines in a purchase order change order.
Prerequisites
- To add a line from a purchase requisition to a Planned purchase order
change order, the purchase requisition line needs to be in the Released
or Authorized status.
- To be able to delete lines the change order line
status needs to be New.
System Effects
- If you modify an existing line, the line status is
updated to Changed.
- If you add a line, it is saved in status New. If changes are made
to lines in status New, the line status will not be updated.
- For lines that should be added via purchase
requisitions, the corresponding purchase requisition line must have been
released, and the lines requiring authorization must have been authorized.
- If you delete a line that was added via a purchase
requisition, the purchase requisition line will be re-opened and can be
processed again.
- If the Use Price Incl Tax check box is
selected in the purchase order, the New Price/Curr and New
Additional Cost Net/Curr fields are non editable and the new price is
calculated based on the new price including tax value and the connected tax codes.
The new additional cost amount is calculated based on the connected tax codes and
the new additional cost gross amount. The New Price Incl Tax/Curr and
New Additional Cost Gross/Curr fields are editable.
- If the Use Price Incl Tax check box is not
selected in the purchase order, the New Price Incl Tax/Curr and New
Additional Cost Gross/Curr fields are non editable and the new price
including tax is calculated based on the new price value and the connected tax codes.
The new additional cost gross amount is calculated based on the
connected tax codes
and the new additional cost net amount. The New Price /Curr and
New Additional Cost /Curr fields are editable.
- If new lines are added from a purchase requisition to a
purchase order change order, the setting of the Use Price Incl Tax
check box of the purchase
requisition line is considered.
Window
Purchase Order Change Order
Purchase Requisition
Related Window Descriptions
Purchase Order
Change Order
Purchase Order Change Order/Part Order Lines
Purchase Order Change Order/No Part Order Lines
Purchase Order Change Order/Rental Part Order Lines
Purchase Requisition
Procedure
To add a new line directly in a purchase order change
order:
- Open the Purchase Order Change Order
window and query for the desired order.
- Click the Part Order Lines,
No Part Order Lines or
Rental Part Order Lines tab as desired and create a new record.
- Enter the required values and any additional
values that you want to specify.
- Save the record.
To add a new line from a purchase requisition:
- Open the Purchase Requisition window
and query for the desired purchase requisition.
- Select the requisition line that you want to add
to a purchase order change order.
- Right-click and then select Requisition to Order.
- In the Requisition to Order Parameters
dialog box that appears, select a purchase order.
- Click the Add to Order button.
- Click OK.
To modify or remove an existing line:
- Open the Purchase Order Change Order
window and query for the desired order.
- Change the values of the required line. Note some field values cannot be
changed as they are changed automatically as a result of different activities.
- To delete a line, select it and click Remove.
- Save the changes.