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The final step for an EPO is to
complete the Details and Items page. All required fields are marked with
an asterisk (*).
When you create the EPO, you can choose to
Add Back Charge To
EPO or Add
EPO To Multiple Jobs. Currently an EPO with a Back Charge cannot be
added to multiple jobs.
To complete
the Task Detail section:
In
the Task Name field, type the
name of the task you want to add. In
the Description field, type a
brief description of the task. In
the Request Date field, type the
date the materials are needed from the supplier/trade.
Use
the Supplier Instructions field
for notes to the supplier/trade.
Choose an EPO
Reason code. In the EPO
Notes field, type any relevant notes for the back office. If needed, click the Schedule Change Reason field and make
the appropriate selection. If needed, click the Schedule Change Supplier field and make
the appropriate selection. In the Add
Item Quantities section, change the value in the Quantity
field as needed. The Unit Price
may be updated if your company has the correct module turned on and the
proper role assigned. In the Enter
Additional Items Freeform section, enter the SKU,
Description,
Quantity, and Unit
Price for each item in the EPO. If the task has options, you
can choose an Option for each
line item from the drop-down list next to the Description
column. If the EPO is ready to be
submitted for approval, click the EPO
Ready check box in the bottom left of the page. Click the Create
EPO button. The new EPO
task is added and the Job
Task page appears.
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If your company is integrated
to BuildPro, EPOs will be exported to the accounting system once created
and marked "Ready". The EPO will be locked down in BuildPro
until the updated details are received from the accounting system and
reconciled in BuildPro. The reconcile process could take as little as
a few minutes or a few days depending on the type of integration. |
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