How to create a change request for line items for a sales order in COMPAS Go?

This article describes the steps for creating a change request for a line items for a sales order in COMPAS Go. There are few enhancement to the existing change request process as mentioned below

• Display change request options available to the  to user against each line item
• Allow adding additional lines to existing ECR from source order
• ICR can be initiated on the lines from source order having open ECR and vice versa

Following are detailed steps.

1. Login into COMPAS Go with valid credentials

2. Search the Order or Open the order from the dashboard by clicking on the associated COMPAS Quote number.

3. Select the line which needs a change / modification as shown below and click the "Create CR".

4. Following screen pops up with the selected line item and click on next

Note: Enhancement done on this process to have user informed on the options available for the selected line item.

5. Option to enter the CR name will pop up for the user to populate.

6. Change request quote gets created with the selected lines as above. The user can do configuration changes, adjust pricing if required and add notes and documents with details of changes.

7. You can make configuration changes to the line items. Also you can add additional new line items to the ECR..

8. Click on "Changes". Scope of Change window appears with relevant change details. Newly added lines will not have any scope of change details.

9. Click on submit for change request.

10. Option to add additional lines from source order to the in progress change request before submitting the change request.

On doing so, option is available to select the line item to add to the change request.

Note: This is an enhancement done on this process to have user add additional line items.

11. As part of the enhancement in the change request, the user can create an ICR for a line item having open ECR and vice versa as shown below. Select the ECR line as shown below and select the create CR option.

On doing so, the following option is available to the user which indicates ICR is now possible on the ECR line.

Following option for ICR creation is available to the user.

Then proceed to update the order.

10. The change request quote will be reviewed by Technical review team and by pricing approval authority.