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An EPO, also known as a “Hot Shot”, is a new task (order) placed for
a specific job. An EPO may be used to order replacement materials if they
are stolen from a job site. 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 Free Form page lets you create an EPO
by manually entering task and EPO information.
To submit a Free Form EPO:
Click the Acct
Code field and select the appropriate account code to assign to
this order. Click the Stage
field and make the appropriate stage for this EPO. In the New Task
Name field, type the name you want for this task. In the Request
Date field, type the date the materials on this EPO are needed. Type the appropriate number in the Order
Number field. Click the Supplier
field and choose the appropriate supplier. In the Supplier
Instructions field, type any notes for the supplier. Click the EPO
Reason field and choose the appropriate reason for this EPO. Complete the EPO
Notes (to backoffice) field with any relevant information. Complete the EPO Items section with the SKU, Description,
Quantity and Unit Price
for each line item on this purchase order. For submit authorization only, click the EPO Ready checkbox (if available), then
click the Submit for Approval button. If you have Submit EPO - Authorization, click
the Submit EPO button. The new
EPO task is added and the Job
Task page appears.
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