Skip to main content
Share / Export

PO Change Order Entry

PO Change Order Entry creates new purchase order change orders (POCOs) or edits existing ones. A POCO changes an existing open purchase order — change an existing item, add a new item, or (on edit) delete a previously posted POCO.

Before you start​

  • Understand how Vista tracks PO cost (Trimble topic Purchase Order Cost Information).
  • PO # must be an open purchase order.
  • New batch: leave Sequence # on New (system-assigned). Existing batch: enter a sequence or New, or File → Add Transaction.
  • Know whether you are changing units, unit cost, lump-sum total, or adding a new item.

Steps — change an existing item​

  1. Open PO Change Order Entry.
  2. New Record; tab through Sequence # (next sequence assigned).
  3. Enter PO # (F4). Optional PO Change Order # defaults to the next POCO number already on that PO. Optional Change Order (up to 10 chars), Date (defaults today), Description (up to 60).
  4. Enter Item # of the existing item (F4 — item info displays).
  5. Enter deltas (not new totals):
    • Change to Current Units — example 50 → 75 enter 25; negative to decrease. Also fills Change to Backordered Units (units not received). Saving updates Current Units / Current Total and PM Material Detail.
    • Change to Current Unit Cost — only when the unit cost itself must change. Enter the delta ($5 → $4.50 enter -.50). Entering the new cost as if it were the delta (e.g. 99 when cost is 100) wrongly sets unit cost to 199. A warning notes the change affects original units and any units added on this CO. The new unit cost applies to all units on the item and does not show at item level in PO Purchase Order Entry. Most COs change units only.
    • Change to Current Total Cost — lump-sum items only (UOM is LS). Enter the delta ($500 → $750 enter 250); also fills Change to Backordered Total Cost.
  6. Leave Change to Backordered Units / Total Cost alone unless the order itself changed — units deltas auto-fill them.
  7. Save. Repeat as needed, then File → Process Batch → validate and post.

ECM on unit cost: E = each, C = per hundred, M = per thousand.

Action and edit rules​

  • New records: Action defaults to A (Add) and is locked.
  • Existing / posted: C (Change) or D (Delete from related module files). Toolbar/Records delete only removes the batch line.
  • When editing or deleting a previously posted CO, PO # and Item # are disabled.
  • You cannot change units or unit cost if a later CO already changed unit cost for the same PO/item.

Add a new item​

Enter a new Item # on the open PO. For lump-sum new items, use Change to Current Total Cost as the lump-sum amount. See also Trimble topics Add a New PO Item and About the PO Add Item Form (and PO Item Distribution when distributing lines).

Cost / commitment notes​

Help is thin on receipts and AP from these pages. Stated rules:

  • Posted changes to existing items do not rewrite the PO’s original units/costs as stored on the PO (procedure wording), yet a unit-cost change does reprice original units plus units added on the CO (warning) — treat the warning as the operational rule for unit-cost COs.
  • Backordered reflects units not yet received.
  • Units and unit-cost changes update PM Material Detail.

Notes​