1. Enabling Change Orders

1.1 Accessing the Change Order Feature

In the Admin Console > Object Management > Object Change Management interface, select the object for which you want to enable change orders and toggle the switch on.

1.2 Creating Change Order Objects

While a change represents an action from state A to state B, it requires a physical object to record and carry this transformation. Therefore, a Change Order is also a physical object.
When you enable the Change Order feature for an object, the system automatically generates a corresponding Change Order object.

1.2.1 Change Order Naming

• Change Order Object Name Format: Original Object Name + “Change Order”
  • Example: When enabling Change Orders for a Sales Order, the generated Change Order object will be named “Sales Order Change Order”
• Change Order API Name Format: Original API Name + “ChangeObj”
  • Example: For a Sales Order, the Change Order API Name becomes “SalesOrderChangeObj”

1.2.2 Change Order Fields

The Change Order object contains: - All fields & custom fields from the source object - Record Type - Change-related fields including: - Version number - Changed by - Change date - Approval time

1.2.3 Change Order Buttons

After enabling Change Orders: - The original object’s Edit button becomes disabled and is replaced with a Change button - All modifications must now be made through the Change button

Important validation: - The system checks for pending Change Orders when clicking the Change button - Each source record can only have one Change Order in progress at a time