Reviewing a Pending Change Order

You need to update your unshipped office supplies order. Your manager requested that you increase the quantities of certain office items for the 7th floor. You already started the change order.

In this demonstration, you will review the changes made, and submit the change order for approval.

Steps:

1. Begin by navigating to the Manage Requisitions page.

    

   Click the Manage Requisitions link.

   Step 1

2. Requisition 2001123 was placed on order 2001489.

    

   Drill down to the requisition details to review the saved changes.

    

   Click the 20011231 link.

   Step 2

3. The icon next to the order number indicates that the order has pending changes.

   Step 3

4. Review the saved changes for the order number.

    

   Click the 2001489 link.

   Step 4

5. The change order for the requisition is displayed.

    

   The General region of the Main tab, shows the changes increased the order amount in USD$ by 137.57.

   Step 5

6. Click the Actions menu.

   Step 6

7. Click the Review Changes menu.

   Step 7

8. The icons next to the line numbers on the Lines tab indicate the lines in the requisition that were updated from the original order.

    

   Lines 1 through 4 show changes were made to those lines.

   Step 8

9. The Lines tab also displays the lines that you changed, highlighting any increase or decrease in amount for each line.

   Step 9

10. View details of the changes on Line 1.

     

    Click the Details button.

    Step 10

11. You increased the quantity of blue pens from 10 to 20. Since each pen is USD$ 3.60, the total amount increased from US$ 36.00 to US$ 72.00.

    Step 11

12. Click the Done button.

    Step 12

13. You reviewed the changes and you are ready to submit the change order for approval.

     

    Click the Done button.

    Step 13

14. Navigate to the Edit page so you can submit the change order for approval.

     

    Click the Actions menu.

    Step 14

15. Click the Edit menu.

    Step 15

16. Click the Submit button.

    Step 16

17. Click the OK button.

    Step 17

18. Click the Done button.

    Step 18

19. Close this page to wait for the change order approval to complete. You will drill down to this requisition later to review the updated purchase order.

     

    Click the Done button.

    Step 19

20. Click the Done button.

    Step 20

21. Review the updated purchase order by drilling down to the requisition details, to see that your change order was approved, and that the purchase order was updated.

     

    Click the 20011231 link.

    Step 21

22. Scroll to the right.

     

    Click the scrollbar.

    Step 22

23. Notice the change order is no longer pending because the icon for pending changes is no longer next to the order number.

     

    View the updated purchase order.

     

    Click the 2001489 link.

    Step 23

24. The purchase order contains all of the approved changes.

     

    Click the Done button.

    Step 24

This concludes the demonstration for reviewing a pending change order.

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