Template Management

Task Update: Supplier

The Task Update: Supplier page lets you designate suppliers or trades for multiple tasks in the template. These supplier assignments are then carried over when a job is created from the template. For integrated jobs, the supplier assignment comes from the accounting system.

 

To designate suppliers:

  1. In the New Supplier column, next to the desired task, click the drop-down box and choose the appropriate supplier. Click the check box under the Apply to Jobs column to apply these changes to active jobs created from the template.

  1. Click the Update Template button.

 

If you selected the Apply to Jobs check box a popup window will appear to guide you through the process of applying the changes to active jobs. Choose whether to apply to All Active and Hold Jobs or Select Jobs from a list. The updates to suppliers will be applied to the corresponding tasks in the jobs you have chosen. Changes will only be applied to tasks that are in Scheduled status.

 

Note that check boxes may not appear next to all tasks. For a template that has jobs created via integration, only Memo and Reminder task types will have a check box available. Supplier assignment changes to PO tasks for integrated users must occur in the back office accounting system.

 

 

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