Reports
EPO Authorization
The EPO Authorization Report gives users a list of EPO's created by subdivision along with the reason code, dollar amount, and other details. Summary level information is given on the first page.
To generate the report:
Click on the subdivision name to view EPO's for that subdivision.
The report displays a list of all EPO's created for jobs within the subdivision.
Click into the Order Number to see further details.
Where does that come from?
Below is a list of information in the EPO Authorization Report and where the information comes from.
Report Filters
Order Number - PO number associated to the EPO.
EPO Total - Dollar amount of the EPO.
Report Columns
Order Date - EPO request/start date which can be found on the Job Task Summary page.
Order Status - Status of the order which can be found by clicking on the Order number.
Job Name - Name of job EPO is associated to which can be found on the Job Detail Summary page in the Job Name field.
Task Name - Name of the EPO task which can be found on the Job Task Detail page in the Task field.
Supplier - Name of supplier associated to the EPO which can be found on the Job Task Summary page in the Supplier field.
EPO Reason - Reason for EPO creation which can be found on the Job Task Detail page in the EPO Reason Code field.
EPO Created By - Name, phone, email of person who created the EPO. This info can also be found on the Job Task Summary page.
EPO Notes - Any EPO notes which can be found on the Job Task Summary page. This defaults to the EPO requested date & the EPO Reason. Any other notes are added from the Notes tab on the task.
User - Person that approved or declined EPO.
Approve/Decline - Shows whether EPO was approved or declined.
Authority Amount - Dollar amount that requires approval.
Notes - Notes regarding approval.