Add an Item to a Change Order

Items can be added to change orders from the main item grid, the item BOM tab, and the Where Used tab.

  1. Right-click on an item or items in the Item Master that are not already assigned to a change order and select Add to Change Order.
    Note: You can also select Actions > Add to Change Order in the item record.
  2. Select whether you want to add the item(s) to a new change order or an existing change order.

    If you select an existing change order, the Find dialog opens. Search for the change order to which you want to assign the item(s) and select a change order from the results list. Click OK to complete the assignment.

    If you select a new change order, fill in the change order and click Save to complete the assignment.