SupplyPro provides detailed order information on the Order Detail page. You can access the Order Detail page from any of the Order Management screens when you click an order number link. Order Detail is also accessible from many of the SupplyPro report pages.

The Order Detail page is organized into tabs. Each tab is explained below. Click a tab name to see how to use or edit the information within the tab.

• The Detail tab is the default page view. It contains general information about the order such as the Job Address, Billing and Shipping information. It also lists specific tasks and line items associated with the order.

• The Notes tab contains any notes attached to the order. Notes are entered by the builder in BuildPro, or by the supplier in SupplyPro.

• The History tab helps you track order progression from the time it was received until the time it was shipped, showing you all of the different statuses and corresponding dates and times.

• The Change Requests tab displays all order changes made by the builder - such as rescheduling or canceling the order within the supplier's notification lead time parameters. Pending change requests display a message on all of the Order Detail tabs.

• The Users tab appears only on systems with the Orders by User module implemented. It supports the ability to assign individual orders to specific users, rather than automatically assigning orders to users linked to the builder account. This is an optional feature in SupplyPro. See the Assign Orders topic for additional detail.

• The Options tab allows you to view additional information about the specific options, if any, associated with the order. This information comes from the builder's job/task information stored in BuildPro.

Access the following links on this page:

• View Job Summary - Click the Job Name link to access the Job Summary page.

• View Schedule - View the current Job Schedule with up-to-date schedule dates.

• View Documents - View documents attached to this job on the Job Documents page.

• View Printable - View a printable version of the order, including information from all Order Detail tabs.

• View BuildPro Format - View the order in the original builder format that was emailed or faxed to the supplier.

• View BuildPro Completion -  View the BuildPro version of the builder's Delivery Receipt Notification (completion notice). This link only appears after the order has been received by the builder in BuildPro.

Perform the following functions on this page:

• Request Reschedule

• To request a reschedule on a Received order, change the Acknowledged Start and End Date, then choose Accept Order from the Select an action drop-down at the bottom of the page.

• To request a reschedule on a To Do Order, change the Acknowledged Start and End Date, then choose Reschedule Order from the Select an action drop-down at the bottom of the page. The user must have the “Orders – Rescheduled” role function to perform this function.

• Request Change Order - To request a change order on a Received Order or To Do Order, choose Change Order Request from the Select an action drop-down at the bottom of the page. Click the Execute button. The Change Order Request pop-up window opens. Change any necessary information, enter a note to the builder, and click the Submit Change Order Request button.

Order Details

The Order Detail page contains general information about the order, including job address, billing, and shipping information. Depending on your order status, certain fields may not allow updates. See the topic entitled Managing Orders for details on accepting, declining, completing, and printing orders. This page displays the following standard order information:

Heading Section

• Account Name - Builder account name appears centered at the top of the page.

• Builder's Account Number - Account number for that builder account.

• Builder's Order Number - Represents the purchase or work order number generated and assigned by the builder.

• Builder Status - Order status as updated by the builder superintendent using BuildPro. Valid builder statuses include:

- Complete

- All items received

- Incomplete (where the quantity received by the builder is less than the quantity shipped by the supplier.)

- 'Blank'

- No response from the builder/builders

- Non-responsive (assigned manually by the supplier.)

• Job - Click the job link to access the Job Summary page.

• Job Start Date - Start date of the job

• Order Type - Type of builder order, either Purchase Order, Work Order, or Memo.

• Order Status - Current SupplyPro order status.

• Permit Number - Permit number for that job.

Job Address - Shows order information stored in BuildPro for the order or, for manual orders, as entered in SupplyPro.

Billing Information - Shows order information stored in BuildPro for the order or, for manual orders, as entered in SupplyPro.

Shipping Information - Shows order information stored in BuildPro for the order or, for manual orders, as entered in SupplyPro.

Supplier Information - Update Supplier Info button only updates changes to information in this section.

• Supplier's Order Number
  The supplier order number. This number is entered manually -- usually when initially accepting an order. Update here or from one of the Order Lists as needed. This field is only set to accept letters and numbers, so it may not accept any other characters. See the topic entitled Managing Orders for details.

• Task Filter
  The Task Filter field is a user-defined field that accepts up to 60 characters of freeform text. This field is only set to accept letters and numbers, so it may not accept any other characters. You can use this field to further distinguish a task or job description, note a particular store or pickup location.

• Crew Filter

The Crew Filter Users can choose a crew from the drop-down list and click the Search button to view all orders assigned to that crew.
Users can also choose a crew from the 'Crew Filter’ drop-down list under the ‘Task/Task Filter’ column. This allows users to assign an order to a crew. Manage Crew Filters on the Company Profile page. is a drop-down list containing a pre-defined list of crews. Users can choose a crew from the drop-down list to assign it to the order. Crew Filters are managed on the Company Profile page.

Detail - Shows information specific to the order, including task description, schedule dates and supplier order number.

• Task
  Identifies the task to be completed. The task gets assigned to the supplier in BuildPro, or, for manual orders, as entered in SupplyPro.

• Requested Start Date
  Represents the date the builder wants the work started or materials delivered.

• End Date
  Represents the date the builder wants the work completed.

• Acknowledged Start Date
  Represents the date the supplier agrees to perform the task or deliver the materials when accepting the order. If the order is a Received or a To Do Order, you can change this date to request a reschedule. If the order is Received, you can reschedule when you accept the order. If the order is a To Do Order, you can change the dates, and click the Reschedule Order button.

• End Date
  Represents the date the supplier agrees to complete the work. If the order is Received or a To Do Order, you can change this date to request a reschedule. If the order is Received, you can reschedule when you accept the order. If the order is a To Do Order, you can change the dates, and click the Reschedule Order button.

• Actual Start Date
  Represents the date the task was acknowledged and can be updated when the supplier marks the order complete or shipped. Only appears after the order is accepted.

• End Date
  Represents the date the task was acknowledged.

• Note to Builder
  Where suppliers can type a note to the builder when accepting or completing the order. The note is linked with the order and emailed with the builder notification.

• CC Me on Acknowledgement
  Determines whether the supplier receives a copy of the note or notification emailed to the builder.

Summary Order

• SKU – Item SKU number.

• Description – Item description.

• Order – Number of items ordered.

• Received – Number of items received.

• Unit Price – Price in dollars per item unit.

• Total – Total price of the line items.

• Subtotal - Adds the total price of all line items in the order.

• Tax - Amount of tax added to the order.

• Total - Total of the order (Subtotal + Tax). If this is an NTE EPO, displays (Not to Exceed) next to the total. Displays (Final NTE Amount) next to completed NTE EPOs.  (What is an NTE EPO?) A Not To Exceed (NTE) EPO is a purchase order where initially the order total is unknown, but the supplier has guaranteed the builder that the total will not exceed a specified amount.

• View Item Detail – Link at the bottom of the page that allows the user to view the item detail behind the summary order. (This link only appears if there have been changes to the order, like an add or delete.)