The Transmitted Orders List report allows suppliers to view orders which have been “transmitted” via the Box Scheduling Transmit Orders button in BuildPro. Orders transmitted in this fashion are normally sent to the supplier in a combined PO email format, but in SupplyPro, suppliers may choose not to receive orders via email. This list shows the orders that were “transmitted” by the builder on a given date or date range.
To generate the Transmitted Orders List report:
Click on the Reports tab. The Reports page opens.
In the Forecast Reports box, click on the Transmitted Orders List link. The Transmitted Orders List report opens.
In the Search Criteria box, choose an Account from the drop-down list.
Choose a Subdivision from the drop-down list. (Optional)
Click on the calendar icon to change the From or To fields in the Transmitted Date filter. Or, type the dates in the field.
Click the Run Report button. The list of transmitted orders appears.
Report Filters
Account – This filter is a drop-down list of all the Accounts to which the user is assigned. The default value of the filter is All Accounts.
Subdivision – This filter is not shown unless the user selects an Account. The default value of the filter is All Subdivisions.
Transmitted Date – Allows the user to select a “from” and “to” date for the list of transmitted orders. The default value for both dates is the current date minus 1 to display the orders that were “transmitted” the prior day.
Report Columns
Checkboxes – This column, in conjunction with the Print Selected Orders button, allows the user to select which orders they would like to print.
Transmitted Date – This column shows the date the builder clicked on the “Transmit Orders” button on the Box Scheduling page in BuildPro.
Status – This column shows the status of the order.
The order is in “Scheduled” status in BuildPro
The order is in “In Progress” status in BuildPro
Builder Order Number – The builder’s order number. Clicking on the Order Number will take the user to the Task Summary page for the order.
Account – The Account (builder) for the order.
Subdivision – The Subdivision where the job is located.
Lot/Block – The Lot/Block for the job.
Job Address – The job address. Clicking on the Job Address will take the user to the Job Summary page for the job.
Task – The task for the order.
Total Excl Tax – The total of the order excluding tax.