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.
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.
In the New Task Name
field, type a brief description of the new task.
In the Budget Amount
field, type the dollar amount budgeted for this task.
In the Request Date
field, type the date the items are needed.
If needed, change the Lead
Time and Duration fields.
Type the appropriate number in the Order
Number field.
Click the Supplier
field and choose the appropriate supplier for this task.
Type any relevant notes in the Supplier
Instructions field.
Click the EPO Reason
field and choose the appropriate reason for this EPO.
Complete the EPO Notes
( to back office) field with any relevant information.
Click the Schedule
Change Reason field and make the appropriate selection.
Click the Schedule
Change Supplier field and make the appropriate selection.
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.
If the task has options, you can choose an Option
for each line item from the drop-down list next to the Description
column.
If the EPO is ready to be submitted for approval, click
the EPO Ready check box in the
bottom left of the page.
Click the Create EPO
button. The new EPO task is added
and the Job
Task page appears.