A Late Line Item refers to when changes are made to a task after it has been completed. The Change Completed Orders Module allows changes from the back-office system to be applied to completed tasks in BuildPro. These changes may consist of added PO line items, deleted PO line items, changed PO line items, or a supplier change to the associated PO. View Net Orders from the Change Order Management page. View line item changes by clicking on the View Item Changes link.
The following diagram outlines the process for how Late Line Items are inserted in BuildPro for Completed Tasks:
The Late Line Item functionality is not for declining tasks for payment. Tasks with late line items have been approved for payment at least once, exported, and now are needing approval based on changes made from the back office. Tasks that are not approved will remain on the Change Order Management page until the accounting system makes the necessary corrections or the task is approved for payment. The status of tasks with late line items that have been sent to the Change Order Management page will always remain in "Complete” status, and the job schedule will not be affected. This functionality does not resolve issues associated with changing a PO number for a task, regardless of the task status.
When changes are made to a PO in the back-office system and the corresponding task in BuildPro is completed, the following occurs:
Integration:
Applies the changes to the line item(s) on the order (for both BuildPro and SupplyPro).
Sends the information to the Change Order Management page.
If the supplier is changed on a PO from the back office system, the original PO in BuildPro is shown as cancelled and a new PO is inserted with the new vendor assigned and updated line items. This task is set to a complete status. Both the cancelled PO and the new PO will appear on the Change Order Management page.
Change Order Management Page:
Allows you to view the changes made to the PO.
Allows you to approve the order based on the changed line items.
Once the change order is approved, the task is flagged as eligible for export to the back-office system (triggering payment for the changed line items).
Allows you to choose to send notification or not, to the supplier assigned to the PO. If you choose to send a notification to the supplier, a SupplyPro supplier will receive a Change Request alert in SupplyPro. A non-SupplyPro supplier will receive a fax or email, depending on the supplier’s e-destination. If you choose not to send notification, no alert is generated and no fax/email is sent.
To learn how to approve line item changes, click here.