Job Management

EPO - Direct

An EPO or Extra Purchase Order is a new task that is an order placed for a specific job. An EPO may be used to order additional materials or labor or replacement materials if they are stolen from a job site. EPOs may be setup so they are approved before the order is submitted to the supplier/trade. A dollar limit may be entered for each user in the User Detail page. When a user creates an EPO, the dollar amount is compared to the dollar limit. If the amount of the EPO is more than the limit, the EPO will require approval. Only users with an EPO Approval Role may approve EPOs. The EPO Direct page lets you to create an EPO by copying information from an existing task.

When you create the EPO, you can choose to Add Back Charge To EPO or Add EPO To Multiple Jobs. Currently an EPO with a Back Charge cannot be added to multiple Jobs.

 

To create an EPO direct:

  1. Click the Copy Task drop down and select the task to copy from. The New Task Detail section reappears with fields populated based on the selection made in the Copy Task field. Tasks that are assigned to an Inactive Cost Code do not appear in the drop down.

  2. In the New Task Name field, type a brief description of the new task.

  3. In the Budget Amount field, type the dollar amount budgeted for this task.

  4. In the Request Date field, type the date the items are needed.

  5. If needed, change the Lead Time and Duration fields.

  6. Type the appropriate number in the Order Number field.

  7. Click the Supplier field and choose the appropriate supplier for this task.

  8. Type any relevant notes in the Supplier Instructions field.

  9. Click the EPO Reason field and choose the appropriate reason for this EPO.

  10. Complete the EPO Notes ( to back office) field with any relevant information.

  11. Click the Schedule Change Reason field and make the appropriate selection.

  12. Click the Schedule Change Supplier field and make the appropriate selection.

  13. In the EPO Items section, you must add at least one item. Complete the fields in the SKU, Description, Quantity and Unit Price columns with the line items needed on the purchase order.

  14. If the task has options, you can choose an Option for each line item from the drop-down list next to the Description column.

  15. If the EPO is ready to be submitted for approval, click the EPO Ready check box in the bottom left of the page.

  16. Click the Create EPO button. The new EPO task is added and the Job Task page appears.

 

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