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The EPO Orders by Week - Detail Report shows the year, week and date
range when an EPO was generated. This report shows the order number of
the EPO, the job name and supplier, the dates the EPO was submitted and
when the order was completed, the cost code used on the order and the
total cost.
To generate the report:
If necessary, change the Job
Status, Subdivision,
Jobs, or Reason (EPO Reason) filters. Select a Week
from the filter. This will filter the report by EPOs created during that
week. Click the Generate
Report button.
Where does
that come from?
Below is a list of information in the EPO Orders by Week report and
where the information comes from.
Report
Filters
Subdivision
- Allows the user to filter the report
by a subdivision or all subdivisions.
Jobs - Allows
the user to filter the report by a job or all jobs in the selected subdivision.
Reason
- Allows the user to filter the report
by an EPO reason.
Week of - Click on the arrow to open
the calendar. Click on a date to choose that week.
Report
Columns
Order# - PO
number associated to the EPO.
Doc Type - Document
type of the task that is sent to BuildPro through integration from the
back office.
Job - Name
of the job that EPO belongs to.
Plan - Name
of the builder's plan from the Job Detail Page.
Supplier - Name
of the supplier associated to the EPO.
EPO Created - Date
the EPO was created.
EPO Submitted - Date the EPO was sent to the supplier.
EPO Complete - Date
the EPO was marked complete.
Cost Code - Cost
code associated to the EPO.
Submitted By - Name
of the user that submitted the EPO to the supplier.
EPO Reason - EPO
reason code assigned to the task.
Notes - Notes
entered by users for the EPO.
Total - Dollar
amount for the EPO.
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