Introduction
Sometimes you create a purchase or work order in the wrong place—or pair it to an incorrect cost line. This guide shows you how to quickly move and rematch orders to where they belong using the Move feature.
Common Scenarios
You might need to move an order if:
You forgot to select a cost category when creating an order
You paired an order to the wrong cost line
You didn't pair the order to any cost line and want to match it now
Watch the video below to see this in action, or continue reading for step-by-step details
How to Move an Order
Step 1: Select the Orders to Move
In your costings view, identify the order you want to move. You can select one or multiple orders at once.
Step 2: Click "Move"
With your order(s) selected, click the Move button. A dialog will appear asking where you'd like to move it.
Step 3: Choose Your Destination
You have two options:
Option A: Move to a Category Only
Select the cost category you want to move the order to
The order will move to that category but won't be matched to any specific cost line
This is useful if you just need to reorganize by category
Option B: Move to a Specific Line
Select the cost category
Then select the specific cost line within that category
The order will be paired to that exact line
This ensures the order is properly matched to the work it covers
Step 4: Confirm
Click Done to complete the move. The system will reprocess and place your order(s) on the correct line(s).
Clean Up Orphaned Lines
After moving an order, you may be left with an empty line that no longer serves a purpose. The Delete button will now be available for that orphaned line, allowing you to remove it completely.