Applying a Change Request

There are two different ways to apply a change request to its agreement :

From the Change Requests related list on the purchase agreement record:
1. Click the Purchase Agreements tab.
2. Open the purchase agreement to which the change request you want to apply belongs.
3. Click the Related tab.
4. On the Change Requests related list, click in the row of the change request you want to apply and then click Apply Change Request.
From the purchase agreement's record page:
1. Open the purchase agreement of type Change Request that you want to apply to its original agreement .
2. Click Apply Change Request.

Notes:

You can only apply change requests when they have a status of "Approved". If the change request has a status other than “Approved”, the Apply Change Request action does not display.
A change request can only be applied by the user who created it or by a user with more permissions than the user who created it, for example, a user with the System Administrator profile.

When you apply a change request:

The data on the original active agreement and its lines is replaced with the data on the change request.
Any modified values on the agreement and its lines are updated; newly added lines and deleted lines are also reflected.
The original agreement data, as it was before applying the change request, is copied to a new change request record. Only lines that have a status of "Active" or "Complete" are transferred to the new record.
The status of the newly created change request and its lines is set to "Superseded" to indicate that the agreement version and its lines are no longer valid because they have been replaced by a newer version. This ensures a copy of the previous agreement version is retained that you can check at any time.
Note: Superseded change requests and lines cannot be edited or deleted.
The record of the change request that you are applying is deleted.
The recurring purchase orders associated with the purchase agreement being modified are also updated with the changes. The modifications applied to the purchase agreement lines are automatically reflected on their associated purchase order line items when they belong to a recurring purchase order.
Notes:
- You must have permission to edit purchase order line items in order to apply the change request. Contact your administrator if you don't have the required permissions.
- Only purchase orders with a date of today or after are updated. This means that, to be updated, their purchase order date must be equal to or later than the date when the change request is applied. Purchase orders with a date in the past are never updated.
- To be updated, a purchase order line item:
  - Must have a status other than Closed, Cancelled, or Partially Received.
  - Must belong to a recurring purchase order with a status other than Closed, Cancelled, or DissApproved.
  - Must be associated with the purchase agreement line being modified.
- Only the following fields can be updated: Quantity, Unit Cost, and Ship to Warehouse.
- Blank values are ignored in the update process. The Quantity and Ship to Warehouse fields of the purchase order line items are never updated with a blank value. If any of these fields is updated with a blank value on a change request line, the corresponding purchase agreement line is updated accordingly after the change request is applied. However, these fields remain unchanged on the associated purchase order line items. The Unit Cost field is required for purchase agreement lines so you can never leave it blank on a change request line.