Build your purchase order amendment tracker.
Keep purchase-order changes separate from the supplier's previously confirmed order.
How to build your purchase order amendment tracker
Describe the job
Keep purchase-order changes separate from the supplier's previously confirmed order.
Review the first version
Choose how the buyer records the order and how the budget reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A purchase order amendment tracker example
A buyer changes quantity after the supplier confirms the original order.
Purchase order amendment tracker example
- Record
- Purchase order amendment tracker · 01
- Owner
- Buyer
Current stage · Buyer
Open the purchasing request
A buyer changes quantity after the supplier confirms the original order.
Read the full walkthrough
Open the purchasing request
A buyer changes quantity after the supplier confirms the original order.
- Record:
- Purchase order amendment tracker · 01
- Owner:
- Buyer
Review the required decision
Keep the amendment proposed until confirmation is recorded against the revised version.
- Stage:
- Review pending
- Owner:
- Budget reviewer
Record the purchasing handoff
Leave the amendment proposed until the supplier confirms the revised version.
- Next action:
- Leave the amendment proposed until the supplier confirms the revised version.
- Owner:
- Procurement coordinator
What to include in your purchase order amendment tracker
Keep the order in context
Keep order, original version, requested change, supplier confirmation, accepted version and reason together so the next person can understand the request or record.
When the next step needs a decision
A buyer changes quantity after the supplier confirms the original order. Keep the amendment proposed until confirmation is recorded against the revised version.
Keep reason visible
Leave the amendment proposed until the supplier confirms the revised version.
Choose what each person needs
Give the buyer a working view and the budget reviewer a review view. Keep order and original version attached to the decision as the work moves between them.
Questions about purchase order amendment tracker
Start with order, original version, requested change, supplier confirmation, accepted version and reason. Describe who enters the information and who reviews the next step.