Purchase order workflow with change orders
You can create change orders for the Normal type of purchase orders.
The change order workflow affects the standard purchase order life cycle as follows:
- The change order workflow is automatically enabled for a normal purchase order if at least one purchase order line refers to a project with the change order workflow enabled.
- After a purchase order with the change order workflow has been assigned the Open status and at least one related change order has been created, the purchase order cannot be removed or put on hold.
- After an existing purchase order with the Open status has been changed by means of a change order and printing or emailing is required for the purchase order, the system assigns to the purchase order the Pending printing or Pending email status, respectively.
- A purchase order with the Pending printing or Pending email status status cannot be removed from the system if there is a change order that refers to this purchase order.
- A purchase order with the Open status and with the change order workflow enabled can be modified by means of change orders only.
- A purchase order with the Open status or an open line of this purchase order can be canceled or completed.
- A purchase order that originates from a change order cannot be edited or removed and can be only printed, emailed, cancelled, completed, or altered by yet another change order.