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