Job Management

EPO Direct

An EPO is a new task and order placed for a specific job. You use an EPO to order replacement materials if they are stolen from a job site, or if the plan changed, upgrades or builder or sub-contractor error. The job administrator must approve all EPO’s. When the EPO is created, an email is sent to the job administrator for approval and submission. The EPO Direct page lets you to create an EPO by copying information from an existing task.

To submit an EPO direct:

1. Click the Copy Task field 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.

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 backoffice) 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. Click the Submit EPO button. The new EPO task is added and the Job Task page appears.

15. For submit authorization only, click the EPO Ready checkbox (if available), the click the Submit for Approval button.

16. If you have Submit EPO - Authorization, click the Submit EPO button. The new EPO task is added and the Job Task page appears.