Project Amendments

This page details each step of the basic workflow for a quote request and each available action an admin can undertake at each workflow step.

	Supplier Quote Requests Sent	Supplier Quotes Received	Quoted to Customer	Purchase Orders Sent	Delivered to Customer	Supplier Invoice Received	Customer Invoiced	Project Complete

	Supplier Quote Requests Sent	Supplier Quotes Received	Quoted to Customer	Purchase Orders Sent	Delivered to Customer	Supplier Invoice Received	Customer Invoiced	Project Complete
Change Cost Price	Edit on Sourcing tab	Unlock Current Part and Edit on Sourcing tab	Unlock Current Part and Edit on Sourcing tab	Unlock Current Part and Order must be cancelled before amends can be made	Unlock Current Part and Order must be cancelled before amends can be made	Cannot change cost price	Cannot change cost price	Cannot change cost price
Change Sale Price	Edit on Sourcing tab	Use ‘Extra’ Price to adjust	Use ‘Extra’ Price to adjust	Use ‘Extra’ Price to adjust	Unlock Current Part and Order must be cancelled before amends can be made	Cannot change sale price	Cannot change sale price	Cannot change sale price
Add 'Extra'	Edit on Sourcing tab	Edit on Sourcing tab	Edit on Sourcing tab	Edit on Sourcing tab	Unlock Current Part and Edit on Sourcing tab	Cannot add extra	Cannot add extra	Cannot add extra
Change Quantity	Edit on Sourcing tab	Unlock Current Part and Edit on Specification tab	Order must be cancelled before amends can be made	Unlock Current Part and Order must be cancelled before amends can be made	Unlock Current Part and Order must be cancelled before amends can be made	Cannot change quantity	Cannot change quantity	Cannot change quantity
Change Specification	Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Cannot change specification	Cannot change specification	Cannot change specification
Change Supplier	Select Edit Scenarios on Sourcing tab	Select Edit Scenarios on Sourcing tab	Unlock Current Part and and Select Edit Scenarios on Sourcing tab	Unlock Current Part and Order must be cancelled before amends can be made	Unlock Current Part and Order must be cancelled before amends can be made	Cannot change supplier	Cannot change supplier	Cannot change supplier
Change Delivery Address	Edit on Deliveries tab	Edit on Deliveries tab	Edit on Deliveries tab	Edit on Deliveries tab	Click on Edit on Deliveries tab	Click on Unlock Current Part and amend on Deliveries tab	Cannot change delivery address	Cannot change delivery address
Delete project part	Click the 'delete project part' button	Click the 'delete project part' button	Click the 'delete project part' button	Click the 'delete project part' button	Cannot delete project part	Cannot delete project part	Cannot delete project part	Cannot delete project part
Revoke Purchase Order	-	-	-	-	Unlock the part and view the PO to revise	Unlock the part and view the PO to revise	Unlock the part and view the PO to revise	Unlock the part and view the PO to revise
Cancel Sales Order	Unlock part and cancel on the sales order tab	Unlock part and cancel on the sales order tab	Unlock part and cancel on the sales order tab	Cannot cancel sales order	Cannot cancel sales order	Cannot cancel sales order	Cannot cancel sales order	Cannot cancel sales order