Reports

Ordered Options

The Ordered Options report allows the user to view options based on subdivision, phase, job, and supplier.

 

To generate the report:

  1. Choose an Organization from the drop-down filter.

  2. Choose a Phase, Job, or Supplier as desired.

  3. Click the Generate Report button.

 

Where does that come from?

Below is a list of information in the Ordered Options report and where the information comes from.

Report Filters

Organization – Lists all organization under the user’s org.

Phase – Lists all phases in the selected organization. Allows user to filter by one phase or All Phases.

Job – Lists all jobs in the selected phase(s). Allows user to filter one job or All Jobs.

Supplier – Lists all suppliers in the selected job(s).

Report Columns

Lot/Block – Displays the lot/block location of the home. (Appears under the column headers.)

Job # – Displays the job number of the home. (Appears under the column headers.)

Lot Address – Displays the lot address of the home. (Appears under the column headers.)

Plan/Elevation – Displays the plan and elevation of the home. (Appears under the column headers.)

Option Number – Displays the option number of a specific option.

Option Notes – Displays all notes associated with the option.

Option Descriptions – Displays all descriptions associated with the option. The 4th, 5th, and 6th option descriptions always display “Manufacturer,” “Size,” and “Model.”

Option Preferences – Displays all preferences associated with the option.

Qty – Displays the option quantity.

PO No. – Displays the PO number assigned to the task and purchase order.

Supplier – Displays the name of the supplier assigned to the task and PO.

Start Date – Displays the adjusted start date of the task.

Order Status – Displays the order status of the PO.

Date Submitted – Displays the date the PO was first submitted to the supplier from BuildPro. If the PO has not been submitted yet, this column remains blank.

Date Last Submitted – Displays the most recent date that the PO was submitted to the supplier. This date may differ from the “Date Submitted” if the PO was transmitted more than once.

Task Affected – Displays the name of the task associated with the option.

 

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