In this industry Change Orders are inevitable. Change orders may also be called variations, variation orders, discrepancies or punch lists. Any modification or change to the work or product order agreed to in the contract is treated as a variation. How you handle these variations within e-manage can differ depending on the situation (i.e. dealer mistake, client taking on additional charges, etc.). We will explore the Change Order process by options so you can decide internally how to best handle each unique Change Order situation. In some cases you may need to use a combination of options.
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This option may be necessary to ensure all aspects of the Project & Order are lined up for clarity and , costing & customer pricing purposes. Essentially this is starting over. If Purchase Orders and/or Customer Invoices have already been generated they will need to be deleted. To delete a Purchase Order see here. To delete a Customer Invoice see here. Make the necessary adjustment(s) in the Bill of Materials, send necessary Action Item and re-process Order. See here to re-process the Order in Order Entry. Re-generate the Purchase Orders (note: e-manage will only produce lines on a Purchase Order that it recognizes has not been generated). Follow your dealership workflow as normal from here.
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If the “change order” falls into the “Punch List” category be sure to follow all recommended guidelines here for Punch orders.
Tip: If you make any changes to the BOM post-processing in Order Entry (has already been converted to a Job) we recommend you re-send your “Process Order” Action Item with detailed information on what has been changed in the BOM so you are communicating the changes through to your Order Processing team so they can take necessary action.