The Orders Pending Approval page lists all orders marked complete by the supplier, but not yet marked complete by the buyer. The default report view is organized by account, job and start date, showing orders in ascending order by start date. The report page shows the builder account and job information, along with order information, start date, task descriptions, estimated order amount, order status and buyer status.
To generate the Orders Pending Approval report:
Click the Account field and choose the appropriate builder account.
If you choose a specific builder account from the Account list, your report page supplies you with an option to limit by Subdivision (provided the builder account has subdivisions, jobs, and orders). To limit the report to a particular subdivision, select an available subdivision from the Subdivision list.
If you choose a specific builder account, your report page also supplies you with an option to limit by Job Address (provided the builder account has subdivisions, jobs, and orders). Select from the Job Address list to view the report for a particular job.
If you type the beginning number of the job address, the system takes you to that part of the Job Address list. Or, use the Job Address freeform text box and type a text string with a portion of the job address. When you click Search, the system retrieves orders that include that specific text string in the job address.
To limit the report to a specific start date range, type dates in the Start Date From and To fields. Click Search or press ENTER to refresh the page view.
Click any column heading on the page to sort the report by that heading.
To view additional information on the order, click the order number link in the Order column to access the Order Detail page.
To view the Job Summary page, click the job name link in the Job column.
Click the View Printable link to display a printable version of this page, then click your printer icon to send the report to your printer.