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The Detail tab lets you view and update pertinent details about a task.
The status of the task will impact the fields that
can be modified on this page. All required fields are marked with an asterisk
(*).
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If any of the fields mentioned
in the steps below do not appear
on your screen, that means that your organization is not using that feature
of BuildPro. For any questions about this feature, contact your BuildPro
administrator. |
To modify the detail for a task:
In the Task
field, modify the task name if needed. In the Description
field, type a brief description of the task as a supplement to the task
name. If this task is the result
of an EPO, click the EPO Reason Code
field and choose the correct reason for this EPO.
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The EPO
Reason Code can be changed prior to completion of the task if the user marked the task Not
Ready. |
If needed, change the
Task Type, Acct Code, Supplier, Catalog Type, and Budget
fields, referring to the field descriptions below as needed. Complete any of the remaining
optional fields as needed, referring to the field descriptions below for more information.
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If you are using the AutoSend Order function, the supplier
has to be setup to receive orders automatically. |
Click
the Update Task Detail button
to save your changes.
Detail
Tab Fields
Task:
Unique name of this task
Description:
Brief description of the task
Task Type:
Specific grouping of tasks. Possibilities
are: Contract, Measurement PO, Memo, Pay Point, Purchase Order, Reminder
or Work Order
Acct Code:
Templates have accounting
codes, or accounting sets, associated with them. Sometimes they are called
cost codes. Accounting codes must be set up initially
by Hyphen Solutions.
Supplier: Name
of the supplier providing the goods or services for this task
Catalog
Type: Type of catalog used for this
order. Possible selections are: Company, Supplier,
or Universal.
Order Number:
Unique number assigned to this order
Autosend
Order: Click this box if you want
the order automatically sent to the supplier on the requested date.
Budget Amount
: Dollar amount budgeted for this job
Actual Amount:
Actual cost for this task
Milestone
Task and Key: If you are integrating your
schedule with another system that uses milestones, you should click this
box. Then, in the Milestone Key
field, you should type the task number to which this milestone task corresponds.
Indication of a major level of completion for the job and the designation
used for that level of completion
EPO Authority
Amount: Shows the dollar amount of approval
authority for the organization
Warning:
This determines whether the user gets a
warning when going over the limit of an EPO. If checked, the user only
gets a warning and the EPO is sent to the vendor without approval.
Locked:
If Locked
is selected, it will not allow the EPO to be sent to the vendor without
approval.
MPO Authority
Amount: Shows the dollar amount of approval
authority for the organization for a Measurement
PO.
MPO Authority Percent:
Shows the percentage
of approval allowed for an MPO
Supplier Instructions:
Any pertinent
information for the supplier should be entered here.
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