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COMPAS Go Training Course : Create change request - Publish Sandy Articles
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COMPAS Go Training Course : Create change request


This article describes steps to create change request without selection of line item for Channel partner / Field Sales (add new lines to order using change request).

1. Search the order in Search page or select the orders in the home page of COMPAS Go.

2. Open the order for which you need to create a change order or change request.

3. Without selecting any line item, click the "Create CR".

4. Following screen pops up  and click on "OK"

5. Option to enter the CR name will pop up for the user to populate. Click on the "Create" to proceed to BCR.

This article was:  
Also read
item How to create a change request for line items for a sales order in COMPAS Go?
item How to view all change request quotes associated with my order using COMPAS GO?
item How do I cancel my "Change Request" (ECR) quote in COMPAS Go?
item What is the pre-requites to create a change order in COMPAS Go?
item How to view the reason for external change request (ECR) in Compas Go?