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The Detail tab lets you view and update pertinent details about a task.
The status
of the task will impact the fields that can be modified on this page.
All required fields are marked with an asterisk (*).
Reminder: If
any of the fields mentioned in the steps below do
not appear on your screen, that means that your organization is
not using that feature of BuildPro. For any questions about this feature,
contact your BuildPro administrator.
To modify the detail for a task:
In
the Task field, modify the task
name if needed. In
the Description field, type a
brief description of the task as a supplement to the task name. If
this task is the result of an EPO, click the EPO
Reason Code field and choose the correct reason for this EPO.
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The EPO
Reason Code can be changed prior to completion of the task if the user marked the task Not
Ready. |
If
needed, change the Task Type, Acct Code, Supplier,
Catalog Type and Budget
fields, referring to the Field
Descriptions Table as needed. Complete
any of the remaining optional fields as needed, referring to the Field
Descriptions Table for more information.
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If you are using the AutoSend Order function, the supplier
has to be setup to receive orders automatically. |
Click
the Update Task Detail button
to save your changes
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