---
schema_version: "1"
id: 3350a25490129d66eddf0039665ca594675f59f1b27fcb4b2384e2edca7ed19d
title: Creating a Change Order
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_creating_a_change_order.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_creating_a_change_order.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6c95c334fc83f8a1f66cd2be49b1a06ac6ce42e3f5c27822d0916adaefeb0d42
description: When you change an order, existing assets are marked with an orange flag. You can change an order through an account's assets. You select the assets and change them to a new order. A change order is also known as a future-dated order.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Creating a Change Order

When you change an order, existing assets are marked with an orange flag. You can change an order through an account's assets. You select the assets and change them to a new order. A change order is also known as a future-dated order.

If you're using versioned products, you can create a change of versions as well as a change of products. This version change allows customers to upgrade existing assets to the newest versions. The hierarchy of the products in the target can change depending on the reference dates. The hierarchy of the source line items remains the same. Purchased products, or assets, are not automatically upgraded to the current version. You must select what items to replace or modify. When you add or replace a product or version, the available versions are based on the change order's request date and the product's versioning start and end dates. See [Versioning Reference Dates](https://help.salesforce.com/s/articleView?id=ind.comms_versioning_reference_dates.htm&release=264.0.0&type=5 "For versioned products, reference dates determine which product version to use and affect the product structures. The reference dates and their use vary by object and business process. The availability of products is not based solely on the Versioning Start and End dates.") and [Product Versioning Start and End Dates](https://help.salesforce.com/s/articleView?id=ind.comms_product_versioning_start_and_end_dates.htm&release=264.0.0&type=5 "A product version’s Versioning Start Date Time and Versioning Start End Time fields are key for runtime use. The version of a product is picked during runtime, and the available version is derived from these fields.").

You can see existing promotions on the Promotions tab. From there, you can [cancel promotions](https://help.salesforce.com/s/articleView?id=ind.comms_cancel_a_promotion_in_industries_cpq.htm&release=264.0.0&type=5 "You can cancel a promotion after you have applied the promotion to products that are now assets or after you have applied a promotion to products that are assets.") and [search the Promotions list](https://help.salesforce.com/s/articleView?id=ind.comms_search_for_products_and_promotions.htm&release=264.0.0&type=5 "Industries Cart provides a search feature for products and promotions that are included in the selected price list.") for more promotions to update or add.

1. Go to the Account record detail page.
2. Go to the Assets page and select an asset to update.
3. Click **Change to Order**.
    
    Future-dated orders are orders that execute in the future. Industries Cart displays only those items, including promotions, that are effective for that date.
4. Select a request date and click **Next**.
5. To upgrade assets to newer versions or to change products:
    1. In the product list, search for the parent product in the bundle.
    2. Click the Replace tab in the product list.
    3. From the search results in the product list, click **Replace** for the product that matches the asset.
    4. In the Replace Current Plan? dialog box, select the items to update, and click **Apply**.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png)
        
        Note A new product bundle appears in the cart. It includes all the current products and versions, but it replaces items with those selected. The previous product bundle is marked as Disconnect. With a change of versions, it's a modification and not a full disconnect and add. So, if you upgraded a PCI from version 1 to version 2, only version 2 is shown. If your cart has multiple instances of the same product version in the bundle, you can't select which ones are replaced: You must replace all or none of the versions.
    5. To compare the current and future assets, click **Compare** from the parent product menu.