There are a few restrictions to be aware of when creating change orders (CO). These link to the auto-adjustment functionality.
Invoicing Service Receipts
You won't be able to raise a CO if there are Service Receipts (SR) on the agreement that are still in invoicing status. You'll see the following error message:
'There are Service Receipts with a status of "Invoicing" for this Service Agreement meaning you cannot create any Change Request Types that will create Service Receipt Adjustments. These Change Request Types have been hidden and will show once all Service Receipts have been invoiced.'
When selecting the affected CO types, you have restrictions. If you're attempting to make this change at the start of the month and you see this error message, then it's likely the SRs go through a monthly invoice run. Please wait for this to complete before creating the CO.
Existing Change Orders
If there's already an adjustment CO in progress, you won't be able to create another until the first one completes. You'll see the following error message:
'There are Service Receipts pending completion of Adjustments for this Service Agreement meaning you cannot create any Change Request Types that will create Service Receipt Adjustments. These Change Request Types have been hidden and will show once all existing Service Receipts Adjustments have been fully completed and invoiced.'
Draft Change Orders
You'll see this error message when there is a CO in unsubmitted status.
'There are Service Receipts pending completion of Adjustments for this Service Agreement meaning you cannot create any Change Request Types that will create Service Receipt Adjustments. These Change Request Types have been hidden and will show once all existing Service Receipts Adjustments have been fully completed and invoiced.'
To proceed, you'll need to open the incomplete CO. To do this, follow these simple steps:
Click the CO reference.
Click the green Actions button.
Complete the CO as normal or Cancel the CO.
Click Save.