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Amendment Rules

General Rules

  • Non-financial changes are permitted on all booking statuses, including:

    • Planned

    • Booked

    • Customer Invoiced

    • Vendor Invoiced

  • Financial changes are only permitted when:

    • The booking is in Planned or Booked status, or

    • The amendment results in a higher net value than the existing booking.

  • The system does not allow financial changes that would:

    • Reduce the net value on a booking that has already been invoiced

    • Modify locked bookings without first stepping the status back

  • If a user attempts a prohibited change:

    • A system message will prevent the action from continuing

    • The booking must be stepped back to an editable status before proceeding

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