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