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The final step for an EPO is to complete the Details and
Items page. All required fields are marked with an asterisk (*).
To complete the Task Detail section:
In
the Task Name field, type the
name of the task you want to add. In
the Description field, type a
brief description of the task. In
the Request Date field, type the
date the materials are needed from the supplier.
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The number of days in the
future that you can put in the Request
Date field is dependent on the value in the Start
Date Future Days Limit field which is in your company profile. |
In the Supplier
Instructions field, type any relevant notes for this task.
Click the EPO
Reason field and select the appropriate reason for requesting the
EPO. In the EPO
Notes field, type any relevant notes for the backoffice. If needed, click the
Schedule Change Reason field and
make the appropriate selection. If needed, click the
Schedule Change Supplier field
and make the appropriate selection. In the Add
Item Quantities section, change the value in the Quantity
field as needed. In the Enter
Additional Items Freeform section, complete the SKU,
Description,
Quantity, and Unit
Price for each item in the EPO.
Click the EPO
Ready checkbox if this EPO is ready to send to the supplier.
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Don't mark this EPO as
ready until items are added. |
Click the Create
EPO button.
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