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An EPO or Extra Purchase Order is a new task that is an order placed
for a specific job. An EPO may be used to order additional materials or
labor or replacement materials if they are stolen from a job site. EPOs
may be setup so they are approved before the order is submitted to the
supplier/trade. A dollar limit may be entered for each user in the User
Detail page. When a user creates an EPO, the dollar amount is compared
to the dollar limit. If the amount of the EPO is more than the limit,
the EPO will require approval. Only users with an EPO Approval Role may
approve EPOs. The EPO Free Form page lets you create an EPO by manually
entering task and EPO information.
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 create a Free
Form EPO:
Click the Acct Code
field and select the appropriate account code to assign to this order.
Only Active Account Codes appear in the filter. Click the Stage
field and make the appropriate stage for this EPO. In the New Task Name
field, type the name you want for this task. In the Request Date
field, type the date the materials on this EPO are needed. Type the appropriate number in the Order
Number field. Click the Supplier
field and choose the appropriate supplier. In the Supplier Instructions
field, type any notes for the supplier. Click the EPO Reason
field and choose the appropriate reason for this EPO. Complete the EPO Notes
(to back office) field
with any relevant information. Complete the EPO Items section with the SKU,
Description, Quantity and Unit Price for each line item on this
purchase order. 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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