The Order Payments page shows payment information received from the builder's ERP system -- provided the builder's back office system is integrated with BuildPro. The default report view is organized by account, job and check information. The report page shows the builder account and job information, along with order information, task description, check number, check date, check amount, and supplier order status.

To generate the Order Payments Report:

To filter the information in this report, complete any of the fields mentioned in steps 1-5.  If you do not change any of these fields, the information you see will be for all orders for all of your accounts for the current month.

1. If needed, complete the Check Number field.

2. If needed, complete the Supplier's Order Number field and the Builder's Order Number field with the appropriate information.

3. If you choose a specific builder account from the Account list, your report page provides you with an option to limit the report by Job Address. 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 address search 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.

4. Click the Date Range Type field and make the appropriate selection.

5. To limit the report to a specific date range, type the new dates in the From and To fields.

6. Click the Run Report button.

   You can also use the online calendars to specify the date range. Click the From or To date calendar icon to view an auxiliary calendar window. Click the calendar's forward and back buttons to access previous or future months. Select the day desired to automatically fill in the date field. Or click the Today button to specify today's date.

7. To sort report data to change the report presentation and the order in which information appears, click on any of the report column headings.

8. To view additional information on the order, click the order number link in the Order column to access the Order Detail page.

9. To view additional information on the job, click the job name link in the Job column to access the Job Summary page.

10. Click the View Printable link to display a printable version of this page in an auxiliary browser window. Adjust report criteria as needed prior to printing.

11. Use your browser's print options to send your report to the printer or to a file.