Back Charge allows the builder to back charge a supplier for defects that are the responsibility of the supplier. In BuildPro, back charges can be added as part of an EPO or as a stand-alone back charge. A back charge is not inserted as a task BuildPro, and it does not impact the schedule. If there is an associated EPO, the EPO will function as it does today.

Modules and Roles

To use the back charge functionality, the user needs to have:

• One Module

• Back Charge Functionality Module

• One of the Two Back Charge Roles

• Jobs – Back Charge Create - Allows users to add/modify a back charge.

• Jobs – Back Charge Approve - Allows users to add/modify a back charge.

Create Back Charge

Users can create a back charge in one of three ways:

• Add a back charge while creating an EPO - The user creates an EPO using one of the four EPO methods: Wizard, Direct, Free Form, or Not to Exceed (new). On each of these pages, the user can add a back charge to the EPO.

• EPO Wizard - Details and Items

• EPO Direct

• EPO Free Form

• EPO Not To Exceed

• Add a back charge to an existing EPO - From the Job Task page, the user can add a back charge to an EPO in any status except Cancelled.

• Job Task (Summary tab)

• Add a back charge without an EPO - The user can create a back charge from the Job Actions page without associating it to an EPO.

• Back Charge with No EPO

Edit or Delete Back Charge

Users can edit or delete a back charge on three different pages:

• Job Task (Summary tab)

• Back Charges

• Alerts - Back Charge Declined

Back Charge/Approval Status

Each back charge has a Back Charge (BC) Status and a Back Charge (BC) Approval Status as it goes through each step of the back charge process. This list describes the back charge’s BC Status/BC Approval Status:

• Pending/Pending - The back charge has been created but has not been approved or declined. A Pending Back Charge Notification is sent to the assigned supplier via fax/email, and the supplier receives a Pending Back Charge alert in SupplyPro. If the back charge is associated to an EPO, the admin cannot approve or decline the back charge until the associated EPO task has been completed.

• Pending/Approved - The back charge has been approved, but the Final Back Charge Notification has not been sent to the supplier. Once the notification delay time expires (see section below), the notification is sent to the supplier, and the status changes to Complete/Approved.

• Pending/Declined - The back charge has been declined by the admin. The construction manager receives a Back Charge Declined alert. The user can edit and re-submit the back charge for approval from the Alerts page or from the Job Task page.

• Cancelled/Cancelled - The back charge has been deleted by the construction manager or the admin. A Cancelled Back Charge Notification is sent to the assigned supplier via fax/email, and the supplier receives a Cancelled Back Charge alert in SupplyPro.

• Complete/Approved - The back charge has been approved, either by the admin or because the back charge amount falls below the user’s limit. The user’s back charge approval limit is the same as the user’s EPO approval limit. If the back charge amount is below the EPO approval limit, the back charge is automatically approved and changed to a status of Complete. A Back Charge Notification is sent to the supplier via fax/email, and the supplier receives a Completed Back Charge alert in SupplyPro.

Back Charge Notification Delay

There is a time delay on the transmission of the Final Back Charge Notification for stand-alone back charges and back charges associated to an EPO.

For example, when the user adds a stand-alone back charge that does not need approval, a Pending Back Charge Notification is sent to the supplier. The BC Status remains as Pending, and the user can edit the back charge until the time delay expires. Editing the back charge resets the clock on the time delay. After the set time delay expires, the BC Status changes to Complete, and the Final Back Charge Notification is sent to the supplier.

The time delay options are 0, 6, 12, 24, 48, and 72 hours. The time delay is set in Hyphen Prep, which only Hyphen personnel can access. Please contact Hyphen Customer Care for assistance.