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This article describes the ICR workflow for create change request in COMPAS Go.
User roles involved in the process of submission of change request is given below.
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1. Login into COMPAS Go with valid credentials and search for an order using "Search quote" or select the orders from the home page of COMPAS Go.
2. Open the order for which you need to create a change order or change request.
3. Select the line which need to be modified / updated, click the "Create CR".
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4. Following screen pops up to let know the user on the line item availability for change request.
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5. Option to enter the CR name will pop up for the user to populate. Click on the "Create" to proceed.
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User has to select the options for the following
- Change request name (free text)
- Initiator
- Process (ICR)
- Reason (all the options that was available in desktop)
6. On doing so, the following is available to the user.
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7. Now the user has the following options to cancel the CR and to know the reason for the change request.
> Cancel
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> Reason for CR
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> Change Order Mapping
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8. As in the desktop, update the order as shown below.
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9. On updating the order from the above, the home page shows the following as "Submitted"
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The status of update to source sales order can be view as below in the "Change Order Status" column.
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10. On completion, the status changes to the following "Order Updated"
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11. Now click on the "View CR" and the following information is available to the user. Navigate to the source sales order.
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12. Viewing the source sales order, the line item is updated.
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