Workday - Create Change Order Help Doc

Change orders are processed on Purchase Orders. Why process change orders?  

Price or Quantity Changes, Product Substitutions:  If the price or quantity changes from requisition to invoice and it triggers a match exception based on 50.00 variance, a change order will be needed on the PO to clear the exception.  Product substitutions may require removal and addition of line items.  

**Note that change orders require approval but DO NOT process through or transmit to the supplier when they are approved. 

***Receipts will need to be canceled and reprocessed in the updated amounts once the change order is approved.  

***If there is an invoice associated with any line items, you will need to have the Accounts Payable Data Entry Specialist for your property unlink the invoice from the PO prior to doing the change order.  

****Note if you had to add additional line items on the PO and the invoice is in match exception, you will need to have the AP team "Rematch" the PO to the invoice so that the new line items are populated on the invoice.  You can alert the AP team by using the "Send Back" option on the task OR by submitting an Accounts Payable Support ticket on their support page.  

Change orders can be initiated from the related actions button on the PO.  

1.  Locate the PO and click on the related actions icon next to the PO number...

This will open up the PO to edit line items, add, remove line items, update quantity, add contracts, worktags, etc.  

To Add a supplier contract...notate Change Order Reason and then navigate to the Supplier Contract field noted below:  

Click within that field and then select "Supplier Contracts"

Next select the contract record...

Now click Submit:  

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