Job Administration
Approvals
The approvals page is used to approve EPOs, Auto Pay tasks, MPOs, and Back Charges:
EPO - Extra purchase orders for additional material or labor needed on the job that was not in the original budget.
Auto Pay - BuildPro tasks that are approved for Auto Pay in certain back office accounting systems. Not all BuildPro companies will have Auto Pay tasks.
MPO - Measurement POs are PO tasks where the quantity is not certain or known until the task is finished. One example of a measurement PO might be concrete. The exact quantity is not known up front and is recorded when the task is complete.
Back Charges - Back charges are charges sent to the supplier for defects that are the responsibility of the supplier. This page displays both back charges associated to an EPO and stand-alone back charges. Approving or declining a back charge does not approve or decline the EPO. The back charge follows a separate approval path from the associated EPO. If the back charge is associated to an EPO, the user cannot approve or decline the back charge until the EPO task has been completed.
This tab only appears if the Back Charge module and role are turned on.
To approve or decline an item:
Click on a tab (EPO, Auto Pay, MPO, or Back Charges) to view those items.
Choose from the filters at the top of the page to find tasks in specific divisions, communities, jobs, etc.
Click the Show Tasks button. A list of items to approve is displayed with pertinent information.
Click on the Task Name link to view more task details. For EPOs, the EPO Approval - Task Detail page opens. For other items, the Job Task page opens.
On the Approvals page, click the Approve check box next to each item you want to approve.
Click the Decline check box next to each item you want to decline.
Each time you click the Decline check box on an EPO, the Decline Notes pop-up window opens. You must enter Decline Notes to decline an EPO.
To quickly approve all items, click the check box at the top of the Approve column.
Click the Update button at the bottom of the page to approve or decline all checked items.
If your company has the Multiple EPO Approval Levels Module (#235) turned on, you will see an additional column labeled Approvals. Clicking the link will display the history of all approvals and rejections for that EPO. If you reject an EPO a Rejection Reason Code popup will appear. You must select a Rejection Code when rejecting an EPO. You may not approve an EPO you created. The check boxes in the Approve and Reject columns will be disabled. A tool tip will remind you of this when you place your mouse over a disabled check box.