CSI - Change Orders sent to vendor - reason

unknown

Our vendor has asked us to add verbiage to physical change orders document we submit describing the change(s).  Reasons could be change in quanity, due on dock date change, etc.

In Items Form, Overview tab, Overview field, one can add notes.  These notes will appear on PO Order Lines Form, Item Overview tab, Item Overview field.  This does solve the problem.  However, since the info is only for a specific change order, one then has to go back to the Items Form and delete the Overview field data.

1) Is our team overlooking a field that already exists for adding change order notes, parameter setting etc.?

2) Would it be suggested to add an additional field on the PO Order Lines Form, and add that field to the report that is generated?

3) Any other options?

Regards.

Prabakaran Nallayagounder

The same item may appear in several purchase orders in our line of work which means i cannot add to Item Overview.

I would choose a UET field if you wanted to make users (required) enter the change order notes. If not, I would use the system notes, which occasionally annoys businesses because they could have forgotten to add the notes.

Using the system notes, eliminates the modification to the purchase order report.