Editing Committed Change Orders

If you enter a change order and your customer then changes their mind about the products or quantities, you may need to adjust how the change order affects the master job bid. However, if you have already committed the change order, you cannot edit it any further. To cancel the effect of the original change order on the master job bid, you must un-commit it. Then, if needed, you can make changes to a copy of the original change order and commit it, instead.

You must have the SOE.MASTER.BID.EDIT authorization key, Level 1 or higher, assigned to perform this task.

To edit a committed change order:

  1. Display the character-based system.

Note: The Master Job Bids functionality has not been incorporated into Solar Eclipse as of this release.

  1. Locate the change order and open it in Edit mode.

  2. Use the Cr/Rbl hot key to display the "Uncommit/Recommit Option" prompt.

  3. At the prompt, do one of the following:

To...

Enter...

create a negative copy of the original change order, effectively canceling it,

Uncommit Only

The Change Order UnCommit/Recommit screen displays. Review the information and press Enter to return to the original change order. Continue with step 8.

create a negative copy of the original change order and then a positive copy of it with a status of Change Order - Open,

Uncommit/Recommit

The Change Order UnCommit/Recommit screen displays. Review the information and press Enter to display the positive copy of the original change order. Continue with the next step.

  1. Make any necessary changes to the order.

  2. Press Esc to display the Sales Order Entry Status screen.

  3. If needed, commit the new change order.

  4. Press Esc to return to the original change order.

  5. If you committed the change order, display the master job bid for which the change order was entered.

  6. Verify that the master job bid reflects the product/quantity changes.

See Also:

Change Orders Overview