RFPO Addition Process

This article highlight the process in which RFPO additions are made

Tickets in reference:

Step 1: Adding Jobs into the RFPO "database"

Open Roughs n Trims Log document in S:\Roughs n Trims Log
Confirm that the job number that is being requested to be added isn’t already in this document
Open New Start - Bolt to DOPS in the same directory
Look up the job number in NetSuite
Use sheet New Start - Bolt to DOPs and fill in first tab
The following chart shows corresponding fields from the excel sheet and NetSuite Job details

Column Header on New Start Bolt to DPS Location of Field Within NetSuite Job Address Project Info Zip Project Info Start date Start Date Lot Project Info

Job type Floorplan/Model Permit number
Permit date
Builder number
Sage Job Number Job Code Sage GL
Notes
Job ID
Floorplan Floorplan/Model Floorplan ID
Supervisor Supervisor Community Community Community ID
Customer Customer Customer Phone
Customer ID
City Project Info City ID

7. Copy the row as it appears on the second row and paste in CustomerInfo to Billing on the last row

8. Make sure the date and number formats are correct.

9. Paste the Job number in the RFPO template document to ensure the first set of fields populate and so does the billing. If the billing does not populate proceed to step 2.

*Click update whenever requested when opening the sheets

Step 2: Loading Billing Information into a Job

Open RFPO Template (location S:\Shared Files) [Prior access to the S drive is needed, this is soon to change to a different Drive]
Copy and paste Job Number in Entry Page
Confirmed no entry match ups

Open CustomerInfo to Billing (location S:\Shared Files\data)
Find Customer # from “Billing Information” from document RFPO Template
If nothing is found, an addition has to be made alphabetically
Type Job Number in netsuite
1. Select “Customer”
Find where alphabetically the new customer number can fit
Fill out information obtained from NetSuite
1. Field A corresponds to Customer ID
2. Field B corresponds to Company Name
3. B2B on netsuite indicates the group is most likely “Builder / Building”
4. Field G may or may not be listed in Netsuite
5. Field I corresponds to Address
6. Fields J and K correspond to Customer ID
Save the file and test by entering your job number into the a newly opened version of CustomerInfo to Billing
The fields should populate according to entries made in RFPO Template.

Video Reference