RO Inbox

Operator Guide Ver 2 Updated 2026-09-06 Matches the live screen

RO Inbox

The RO Inbox is where new jobs land before they become a real Requirements Order (RO). Nothing here is an RO yet — it's a waiting room. A job only becomes an RO once someone clicks Accept.

What you're looking at

Awaiting Review at the top is a count of jobs nobody has looked at yet.
The filter tabs (Awaiting Review / Held / Rejected / All) switch which jobs the list shows.
Each row is one job, reading left to right: FP # / Source (a FieldPulse number links straight to the job in FieldPulse; an uploaded spreadsheet shows its file name), Customer / Job, Type, Address, Lines, On Hold, Detected (the date it arrived), Status, and the buttons.
Type is one of Residential, Commercial, Service or Truck.
Status is Awaiting Review, Held, Rejected, Accepted or Error. An Error row shows the reason in red underneath — it is still yours to fix and Accept again.
Clicking a row (or its job name) opens the full detail — every line, exactly as it would land on the RO.

Bringing in a job by hand

Normally jobs show up here automatically. If you need to bring one in yourself:

Import Manual FP or BT Order — pick FieldPulse job # or BuilderTrend job #, type in the job/order number, click Go.

For a FieldPulse job, this stages it right away.
For a BuilderTrend job, the system has to go look at the job's file, which can take up to about 30 seconds — you'll see a small spinner. BuilderTrend jobs can carry more than one Bill of Materials document (including old, superseded copies), so you may be asked to pick which one before it stages. Nothing is guessed for you — always pick the right one.

Import from Spreadsheet — if you already have a Bill of Materials as an Excel file, drop it on the box (or click Browse) instead. It must be a real spreadsheet: an .xlsx or .xlsm. A PDF BOM cannot be imported — the screen says so plainly rather than letting it fail later. Ask engineering for the spreadsheet, or key the order on Create a Requirements Order.

If something goes wrong during either of these, you'll see a plain error message right there — nothing is half-created, so it's safe to just try again.

Accept, Hold, Reject

Accept turns the job into a real Requirements Order and takes you to it. You'll need to have picked a Type for the job first (BuilderTrend jobs never come with one filled in automatically — you always choose it).
Accepting the same job a second time does not create a second RO. If that source job has already produced an RO, Accept refreshes that order instead: quantities are updated in place, brand-new lines are added, and a line that has dropped off the source is put on hold for a person to settle rather than deleted — material may already be picked or on a purchase order. Every touched line records the reason and what the quantity was before, and you can read that on the order's line history.
Hold parks the job without creating an RO. You must type a reason.
Reject discards the job — it will never become an RO. You must confirm and type a reason. Nothing is permanently deleted from the system; rejected rows just stop showing up under Awaiting Review.

Once a job is Accepted or Rejected, none of these buttons work on it anymore.

Sorting the list (2026-09-07)

Click any column heading to sort the list by that column; click it again to reverse. Blank cells always fall to the bottom. Numbers sort as numbers and dates as dates. Button and checkbox columns (Actions, Detail) don't sort. The sort works on the rows already on screen, so it never hides anything the page was showing.