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 tax code. The new additional cost amount is calculated based on the tax code 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 tax code. The new additional cost gross amount is calculated based on the tax code 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:

1. Open the Purchase Order Change Order window and query for the desired order.
2. Click the Part Order Lines, No Part Order Lines or Rental Part Order Lines tab as desired and create a new record.
3. Enter the required values and any additional values that you want to specify.
4. Save the record.

To add a new line from a purchase requisition:

1. Open the Purchase Requisition window and query for the desired purchase requisition.
2. Select the requisition line that you want to add to a purchase order change order.
3. Right-click and then select Requisition to Order.
4. In the Requisition to Order Parameters dialog box that appears, select a purchase order.
5. Click the Add to Order button.
6. Click OK.

To modify or remove an existing line:

1. Open the Purchase Order Change Order window and query for the desired order.
2. 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.
3. To delete a line, select it and click Remove.
4. Save the changes.