9.2 Creating a Change Order to a Purchase Order
Purpose: Use this document as a reference for creating a change order to a PO in ctcLink.
Audience: Purchasing Staff.
You must have at least one of these local college managed security roles:
- ZD Accounts Payable Inquiry
- ZD Purchasing Inquiry
- ZZ Purchase Order Entry
- ZZ Purchasing Approval
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
Creating a Change Order to a PO
Navigation: NavBar > Navigator > Purchasing > Purchase Orders > Add/Update POs
- The Purchase Order search page displays. Select the Find an Existing Value tab.
- If it didn’t default, enter the business unit in the Business Unit field.
- Use the PO Status drop-down menu to select the Dispatched option.
- Select Search to generate the list of dispatched POs
- Select the PO that you wish to change.
- The Purchase Order page displays. Select the Change Order button.
Note: The fields that trigger change order generation become available for entry.
- On the Maintain Purchase Order page update the Buyer in the Buyer field (if required). A message box displays. Read the message, then select OK to acknowledge the message.
- A second message box displays. Read the message, then select OK to acknowledge the message.
- The updated Purchase Order page displays. If necessary, update the PO Qty and/or Price fields.
- Select Save.
- A message box displays. Read the message, then select OK to acknowledge the message.
- The Reason Code page displays. Complete the following:
- Enter or select the reason in the Reason Code field for the PO change order.
- Select the OK button.
- The Schedules page displays. Select the Return to Main Page link.
- View the Change Order number under the PO ID number in the top left corner of the Maintain Purchase Order page.
- Process complete.
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