Is it possible to add a line to an existing Purchase Order while creating a Change Order? We have Purchase Orders that have previously gone through our approvals process that need a line added to them for an additional scope of work. We would like to avoid putting the Purchase Order back On Hold to edit it because it removes the commitment from the project until it has been approved and is back Open again.
Answer
Adding a Line to a Purchase Order via a Change Order
Best answer by joelhoffman
Hi
Within Change Order Entry, you can add or update Purchase Order lines. Under the ‘Commitment’ tab, you have the ability to select an existing line (Add Commitments) or simply reference the Purchase Order Number within a new detail row. You’ll see the line “Status” as ‘New Line’. For additional reference, here is some information on the ‘Status’ field within Change Order / Commitment section;
The status of the commitment line of the change order, which specifies the action to be performed on the release of the change order. The status can be one of the following options:
- Update: The line updates an existing commitment line associated with the project and project task.
- New Line: The line adds a new line associated with the project and project task to the selected document (purchase order, project drop-ship order, or subcontract).
- New Document: The line adds a new document line associated with the project and project task to a new document.
- Reopen: The line updates an existing completed or canceled commitment line associated with the project and project task, which also entails reopening the related document if it has been closed.
| If the New Line or New Document status is assigned to the commitment line, the line’s quantity cannot be negative. To be able to specify a negative amount in the commitment line with any of these statuses, you must set the quantity of the line to 0. |
+2Hi
Within Change Order Entry, you can add or update Purchase Order lines. Under the ‘Commitment’ tab, you have the ability to select an existing line (Add Commitments) or simply reference the Purchase Order Number within a new detail row. You’ll see the line “Status” as ‘New Line’. For additional reference, here is some information on the ‘Status’ field within Change Order / Commitment section;
The status of the commitment line of the change order, which specifies the action to be performed on the release of the change order. The status can be one of the following options:
- Update: The line updates an existing commitment line associated with the project and project task.
- New Line: The line adds a new line associated with the project and project task to the selected document (purchase order, project drop-ship order, or subcontract).
- New Document: The line adds a new document line associated with the project and project task to a new document.
- Reopen: The line updates an existing completed or canceled commitment line associated with the project and project task, which also entails reopening the related document if it has been closed.
| If the New Line or New Document status is assigned to the commitment line, the line’s quantity cannot be negative. To be able to specify a negative amount in the commitment line with any of these statuses, you must set the quantity of the line to 0. |
Joel Hoffman
Hey Joel, this is what I needed!
Initially I had added a new line and was searching for the PO under the “Commitment Nbr.” column, but the dropdown was blank. I realized that the default “Commitment Type” is Normal, but the PO I was looking for was a Project Drop-Ship. Once I made that change I found the PO and see that the status is now changed to “New Line”.
Appreciate the help!
- Promised by Date - doesn’t show up as a field on the Commitment tab in a Change Order and defaults to today’s date when the PO is created (which is almost always incorrect, needs to be a future date)
- Vendor Reference # - doesn’t show up as a field and defaults to blank (would like the ability to add a value here)
- PO Description - doesn’t show up as a field and defaults to the CO #, which makes it difficult to search by subject when looking through PO’s
Is there any way to add these fields to the commitment tab on a change order? Otherwise, once the CO is approved the PO is created in the Open status and none of these fields can be modified/corrected.
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