Workday - Create Change Order - Update Quantity or Price

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 may 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.  

Add a note regarding the change:

Scroll down to the line item and find the item that needs to be updated and update to new quantity:

When done updating lines, scroll down and click submit:

The order will run though approval.  Once the change order is approved and issued, reprocess the receipt so that the invoice, receipt and PO match.  

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