I started my Purchase Order before my company started using SpendLogic. Now I need to issue a Change Order. How do I do that?

When you are ready to issue a Change Order on an Order you started before using SpendLogic, you will need to create a New Documentation Folder and upload all of your prior PO documentation.

Step 1: Start New > Documentation Folder

Step 2: Be sure to answer YES to "Did this Order Originate Outside SpendLogic?"

Step 3: Complete the Left Hand Blocks

Step 4: Complete the Original Procurement Signoff/Approval AND Original Procurement Documentation Package Right Hand Blocks

Step 5: Click Submit to "Self Approve"

Step 6: Click "Add Change Order" and begin to process your Change Order.

Download the video to see the steps.