Order Management

Order List - Orders Pending Approval

The Orders Pending Approval page allows you to view all orders shipped and marked complete by the supplier, but not yet marked complete by the builder. Orders automatically sort in ascending order by request date.  Once the builder marks the order as Complete on BuildPro, then the order will move automatically to the Complete category.

You can click the Pending Approval link from the Home page, the Orders tab, or the navigation bar.

To view the pending approval orders:

  1. In the Search Criteria section, click any of the fields shown and make the appropriate selection.

You can filter the orders you see on this page by Account, Subdivision, Order Status, Order Type, Task Filter, and Crew Filter Users can choose a crew from the drop-down list and click the Search button to view all orders assigned to that crew. Users can also choose a crew from the 'Crew Filter’ drop-down list under the ‘Task/Task Filter’ column. This allows users to assign an order to a crew. Manage Crew Filters on the Company Profile page..

  1. Click the Search button. The Pending Approval Order List opens. View information about the Order List columns.

The Downloaded Order icon next to the Order Status on some orders means that the order has been sent to the supplier's back-office accounting system.

  1. Click any column heading on the page to sort the list by that heading.

  1. To view additional information on the order, click the order number link in the Builder order number column to access the Order Detail page.

Orders with (E) next to the Builder Order Number are EPOs. Orders with (NTE) are NTE EPOs. (What is an NTE EPO?) A Not To Exceed (NTE) EPO is a purchase order where initially the order total is unknown, but the supplier has guaranteed the builder that the total will not exceed a specified amount.

  1. If needed, use the Supplier field for any supplier-related information, such as the invoice number.

  2. Use the Task Filter field to assign an order- or job-specific description, such as a particular pick-up location. Choose a crew from the Crew Filter Users can choose a crew from the drop-down list and click the Search button to view all orders assigned to that crew. Users can also choose a crew from the 'Crew Filter’ drop-down list under the ‘Task/Task Filter’ column. This allows users to assign an order to a crew. Manage Crew Filters on the Company Profile page. drop-down list to assign a crew to the order.

  3. Click the Update Supplier Info for Selected Orders button to save your changes.

  4. Click the Print Selected Orders button to print complete, detailed purchase orders for the selected orders.

The printed version is broken down in sections, based on the tabs (Detail, Notes, History, Change Requests and Options).

  1. Click the Print Delivery Tickets for Selected Orders button if you need to print orders without any prices on them.

 

To undo an order completion:

  1. Click the check box next to each order on which you want to undo completion.

  2. Click the Undo Completion for Selected Orders button.

  3. View the undo completion record on the History tab of the Order Detail page.

 

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