Automations will be your go to. At a high level - the way I might approach it is like this:
Your Change order has =>
Related Prior Part
Related New Part
When its approved - have an automation target all the open items for the order, with that part listed, and edit the 'Related Part' with the Related New Part from your change order.
In order to track financial gains - I'll make a logical leap here and say that you have some pricing info associated with the Part in question. As part of your automation - you can add a component where:
In your line items - have the current Related Part update as noted above - and then make another relationship to track the 'Old' Part. You can basically have the two sets of financials run at the same time - and compare what the $ value of the line was under the old part, and what it is now to summarize the net gain/loss
Chayce Duncan | Technical Lead
(720) 739-1406 |
chayceduncan@quandarycg.com Quandary Knowledge Base