Setting Up Recap Change Orders for Manufacturers

Change Order forms are designed to give manufacturers a summary of completed changes so they can update their systems accordingly. However, by enabling the Recap Change Orders setting in the manufacturer editor, OASIS will include a duplicate Sales Order form that captures the changes in addition to the unaltered lines on the bill of materials to provide a comprehensive overview of the order. This article will explain how to set up Recap Change Orders for a manufacturer entry and provide an example of the form.

Setting Up Recap Change Orders

1. Navigate to the Manufacturers page.

2. Open the manufacturer entry.

3. Click the Terms tab, then select the Order Terms subtab.

4. Check Recap Change Orders.

5. Click Save and close.

Example Recap Change Order Form

Note: this example uses the F2018 manufacturer form set to demonstrate the Recap Change Orders setting. 

In this example, we transmitted a fully released order to the manufacturer with one line item, part A-12:

Next, we initiated a change for this order and added a new line item for part A-14. Without the Recap Change Order setting enabled, only the Change Order form is sent to the manufacturer, which strictly covers the newly added part:

However, if the Recap Change Orders setting is enabled, OASIS will also include a duplicate copy of the Sales Order form displaying the newly added part A-14 and the unaltered line for part A-12 with a note explaining the changes: