Generate a change order report

Generate a change order report

Part 1: Generate the change order report
1. Click the Open icon on the toolbar.
2. Type change order re in the Filter field.
3. Click the Change Order Report list item.
4. Click the OK button. The Change Order Report form opens.
5. Click to select the Print PO Change Notes checkbox. 
6. Verify Changes Only is selected in the Print Entire PO or Changes Only field.
7. Type [your initials]* in the Purchase Order Starting field.
8. Click the Purchase Order drop-down arrow.
9. Click the [your purchase order] list item.
10. Press Tab.
11. Click the Print button. A dialog box opens with the message, “Report Submitted”.
12. Click the OK button.
13. Click the X on the Change Order Report form.
Part 2: View the status change
1. Click the Open icon on the toolbar.
2. Type po change in the Filter field.
3. Click the PO Change Orders list item.
4. Click the OK button. The PO Change Orders (Filter in Place) form opens.
5. Click the Filter in Place icon.
6. Click to select [your purchase order] in the PO pane on the left.
Note: The Change Status field automatically changed to Printed.
7. Click the X on the PO Change Orders form.
Part 3: Change purchasing change order parameters to Never
1. Click the Open icon on the toolbar.
2. Type purchasing in the Filter field.
3. Click the Purchasing Parameters form list item.
4. Click the OK button. The Purchasing Parameters form opens.
5. Click the Use PO Change Order drop-down arrow.
6. Click the Never list item.
7. Click the Save icon.
8. Click the X on the Purchasing Parameters form

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