A Not To Exceed (NTE) EPO is a purchase order where the exact amount is not known but the supplier has guaranteed that it will not exceed a specified amount. When creating an NTE EPO, the user will enter the amount of the EPO that should not be exceeded. If the NTE amount exceeds the user’s EPO approval limit, then the normal approval process will be followed. Once the work has been completed, the construction manager will enter the actual amount from the invoice. This amount cannot be more than the original ”Not to Exceed” amount. A Back Charge may be added to an NTE EPO.

When you create the EPO, you can choose to add a back charge to the EPO or add the EPO to multiple jobs. Currently an EPO with a back charge cannot be added to multiple jobs.

To create an NTE EPO:

1. Choose a task from the Copy Task drop-down list. A task name automatically appears in the New Task Name field that includes the text NTE EPO.

2. Edit the New Task Name if necessary.

3. In the Request Date field, enter the date the EPO items are needed.

4. Choose the appropriate supplier for this task from the Supplier from the drop-down list

5. Click the EPO Reason field and choose the appropriate reason for this EPO.

6. Click the Schedule Change Reason field and make the appropriate selection.

7. Type any relevant notes in the Supplier Instructions field.

8. Complete the EPO Task Notes (to backoffice) field with any relevant information.

9. In the EPO Items section, you must add at least one item. Complete the fields in the SKU, Description, and NTE Amount columns with the line items needed on the purchase order.

10. If the task has options, you can choose an Option for each line item from the drop-down list next to the Description column.

11. If the EPO is ready to be submitted for approval, click the EPO Ready check box in the bottom left of the page

12. Click the Create EPO button. The new EPO task is added and the Job Task page appears.