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Why can't I edit or delete an 'Approved' change order?

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Answer

When a change order is updated to the 'Approved' status, you cannot edit or delete a change order. This is because 'Approved' change orders are often distributed to key stakeholders (for example, responsible contractors) and making changes or deleting the item that would comprise the financial and historical integrity of the change order.

  • If you need to edit a change order after it is placed in the 'Approved' status, you must remove the 'Approved' status from that change order before you can edit it. However, it is important to keep in mind that you will also need to remove the 'Approved' status from any subsequent change orders that were created since the one you want to edit was 'Approved.' 
  • If you need to delete a change order after it is placed in the 'Approved' status, you must remove the 'Approved' status from all 'Approved' change orders that have been approved since that particular change order. For example, if change orders were approved in this order—001, 002, 003—you must remove the 'Approved' status from those change orders in reverse order. For example, 003, 002, 001. To do this, find the most recently approved change order. Then, update each change order's status to 'Draft' working backward until you locate the change order that you want to edit.