Reports
EPO Summary
The EPO Summary Report gives users information about EPO's. This information can be filtered by subdivision, job, EPO reason code, task status, and created dates. Line item detail is also shown within the report.
To generate the report:
Change the Job Status filter to see EPOs for Jobs in the status desired.
Select a Subdivision or All Subdivisions from the drop down box.
Select a Job or All Jobs from the drop down box.
Select an EPO Reason code or All Reasons from the drop down box.
Select a Task Status from the drop down box.
Change the Last Days number if desired.
Click Generate Report.
Where does that come from?
Below is a list of information in the EPO Summary Report and where the information comes from.
Report Filters
Job Status - Defaults to Active. Choose the Job Status for which you want to view EPOs.
Subdivision - List of all Subdivisions for your Organization. This filter defaults to "All Subdivisions" but a single Subdivision can be selected. When a single Subdivision is selected the Job filter refreshes to show only those Jobs within that Subdivision.
Job - Enables user to filter by Job. Defaults to "All Jobs". If a user selects to see a single Subdivision the Job filter will only contain jobs that are in that Subdivision, otherwise the filter will show every Job in an Organization.
EPO Reason - Enables user to filter by EPO reason. Defaults to "All Reasons" but can select a single EPO reason to report on.
Task Status - Enables user to filter by task status. Defaults to see only tasks that are in Scheduled status, but user has the option to see all task statuses.
Date Range - This text field defaults to 90 Days. This setting allows the user to view EPOs over the last X Days. Change this setting to view older or more recent EPOs.
Report Columns
Job - Shows the name of the job which can be found on the Jobs tab under Job Detail Summary (Job Name field).
Subdivision - Subdivision the job belongs to.
EPO Created By - Name of the person who created the EPO which can also be found on the Job Task Summary page (EPO Created By field).
Supplier/Alt Vendor# - Name of supplier/vendor which can be found on the Job Task Summary page (Supplier field). The Alt Vendor # is the Supplier ID sent to BuildPro from the back office system and is only stored in the BuildPro database and not viewable from within the application.
Cost Code - Cost code for the task which can be found on the Job Task Detail page (Acct Code field).
Task Name - Name of the task/EPO which can be found on the Job Task Detail page (Task field).
EPO Reason - Reason for creating EPO which can be found on the Job Task Detail page (EPO Reason Code field).
EPO Notes - Displays any notes on the EPO.
EPO/Task Created - Date the EPO task was created.
Date Needed - Requested date / start date of EPO which can be found on the Job Task Summary page.
PO Number - Purchase order number for the EPO task.
Plan - Builder’s plan name which can be found on the Job Detail Summary page (Builder’s Plan field).
Task Status - Status of the EPO task.
Items -
Qty - Quantity of materials.
SKU - SKU number of the materials.
Desc - Description of materials.
Unit $ - Unit price.
Line Total - Total dollar amount for the line item.
Tax - Tax amount of the order.
Total - Total dollar amount for the entire order.