Finalizing an Order (Ordering a building) from an existing Web file

Revision 6, December 1, 2009

 

How-To Intent:  These instructions will assist you in Finalizing a building order when it already exists on the web (has previously been transferred.)

 

 

 

  1. Click on the Order you wish to Submit (Finalize) for a Final Order and select Revise (or double-click the Order)

 

 

 

 

 

  1. Double-click on Transfers to access the File Transfer window.

 

 

 

  1. Note that the OE 1 Activity displays Yes under the Has VPC File, Select this to list the files in the Select File to be Downloaded from Server section.
  2. Click on the desired file and click the Extract VPC Data button.

 

Note:  Only do this if you have not extracted as the last activity.

 

 

 

 

  1. You may receive an Information window such as this.  If you do, you may need to return to VP Command to address un-priced items.  (If so, you will need to repeat the File Transfer process to upload the most current VPC file.)  Click OK.

 

 

 

 

 

  1. You may receive this pop up confirmation that the data has been successfully extracted, and it is shown in the File History.

 

  1. Click on OK.

 

 

 

  1. Click on OK to close the File Transfer window and return to the Order window.

 

 
  1. You need to view the Order Information that was retrieved during the extraction process, and add any information in the fields that is required.

 

  1.  To verify other extracted data, you can double-click on one of the other tree items: Building, or Pricing.

 

 

 

 

 

 

  1. Double-click on Finalize Order to access the File Transfer window.

 

 

 

17.   If city and zip code was not entered on General Information Screen inside of the VPCommand Building Editor, you must first select the Country again to generate the remaining lists (State, County, City, Zip Code) drop down lists. 

18.   Input the MBMA Code.

19.    Be sure to input your Requested Delivery Date.  You can use the pull down button to access a calendar to select your date.

20.   Complete all required fields and click on the Next button. 

 

 

 

21.   Input your Shipping Information on the project. 

22.   Complete all required fields and click on the Next button.

 

Note:  Freight Terms need to be set as soon as possible, following are the definitions for all of the terms.

Customer Pick Up – the customer will pick up the materials from our plant location with their own equipment.

Freight Collect – the material will be shipped to the customer, and will pay the shipping company for freighting the material directly at the time they deliver.

Prepaid – Bill Customer Contract Frt – this means that the contract has freight costs included, and we are to ship the material for the costs in the contract. 

Prepaid – Bill Customer Non-Contract Frt – this means that the customer has asked us to ship the material and we will bill them for the Freight on a separate bill, the freight is not part of the Contract.

Prepaid – Unbillable – this is used for Shortages and errors for material that is not billed Freight. 

 

 

23.   Input your Owner Information on the project. 

24.   Complete all required fields and click on the Next button.

 

Note: you can click on the Add New check box and add in the information you need.  You can also use the pull down in the Name field if this is an owner you have done work for before.

 

 

 

25.   Input your General Contractor Information on the project. 

26.   Complete all required fields and click on the Next button.

 

Note: you can click on the Add New check box and add in the information you need.  You can also use the pull down in the Name field if this is an owner you have done work for before.

 

 

 

27.   Input your General Contractor Bonding Information on the project.  

28.   Complete all required fields and click on the Next button.

 

Note: you can click on the Add New check box and add in the information you need.  You can also use the pull down in the Name field if this is an owner you have done work for before.

 

 

 

29.   Input your Lending Institution Information on the project. 

30.   Complete all required fields and click on the Next button.

 

Note: you can click on the Add New check box and add in the information you need.  You can also use the pull down in the Name field if this is an owner you have done work for before.

 

 

 

31.   Input your Sub-Contractor Information on the project. 

32.   Complete all required fields and click on the Next button.

 

Note: you can click on the Add New check box and add in the information you need.  You can also use the pull down in the Name field if this is an owner you have done work for before.

 

 

 

 

33.   Input your Sub-Contractor Bonding Information on the project. 

34.   Complete all required fields and click on the Finish button.  If you need to make any changes you may use the Back button to get to another screen.

 

Note: you can click on the Add New check box and add in the information you need.  You can also use the pull down in the Name field if this is an owner you have done work for before.

 

 

 

  1. Once complete, then screen will go back to the Order Screen.

 

  1. Click on the Red X  to close the Order Window.

  1. In your email box, you will receive a confirmation of your order.

 

 

 

 

 

  1. Your Order Number will now display Yes in the Finalized column of your Order Entry System list.

 

 

  1. Click on Tools / Exit (or click on the Red X in the upper right hand corner) to close the Order Entry System.