Here are the ways you can add a change order to the purchase order:

  1. Add directly to a purchase order

  2. Add when approving an invoice for the purchase order

Adding change order directly to a Purchase Order

  1. Select the purchase order you want to add a change order to

  2. Click on Add change order

  3. Fill in the details about the change order

    1. Fill in the name of the change order

    2. Select the line-item where this change order will tie to in the budget

    3. Provide unit, quantity, and price

    4. Optionally add VAT and description

  4. Click Add change order

  5. Now the change order is added to the purchase order
    1. The new change order is now part of the purchase order
    2. The total ordered cost of the purchase order has been increased by the amount of change order total

Adding change order to a purchase order when approving an invoice

  1. Select the document type, purchase order, and company for invoice approval
    Tip: When you select purchase order first, company will be automatically selected

  2. Click Add change order

  3. Fill in the details about the change order

    1. Fill in the name of the change order

    2. Select the line-item where this change order will tie to in the budget

    3. Provide unit, quantity, and price

    4. Optionally add VAT and description

  4. Click Add change order

  5. Now the change order is added to the purchase order. NB! The change order has been added to the purchase order, even if you decide not to approve the invoice.
    1. The new change order can be seen in the approval view


    2. The new change order is now part of the purchase order
    3. The total ordered cost of the purchase order has been increased by the amount of change order total

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