RO Inbox — Detail

RO Inbox — Detail

This is what one staged job looks like before it becomes a Requirements Order. Everything you see here — every line, quantity and unit — is exactly what would land on the RO if you click Accept.

The header shows Job, Customer, Address, Source (a FieldPulse number links to the job in FieldPulse), BOM, Type, Detected, Status, who reviewed it and when, and the note if there is one.

Reading the line grid

The columns are Line #, Type, SKU, Description, Qty, UOM, Change vs RO, Would Hold? and Reason.

Change vs RO only fills in when this is a re-import of a job that already has a Requirements Order: it reads New line, Dropped from source (was N), or Qty A → B. That is your preview of what Accept will change on the existing order.

• Would Hold? — a line marked Yes is highlighted and won't post cleanly once it's an RO. The Reason column explains why in plain English, for example "SKU not in QB item master" or "no qty on the sheet".
• A held line does not stop anything else — the rest of the RO can still be picked and ordered normally. You can fix held lines later, from the RO itself, once it exists.

Type

Type is one of Residential, Commercial, Service or Truck. If it hasn't been filled in — this always happens for BuilderTrend jobs, since BuilderTrend can't tell Solar Alternatives whether a job is residential or commercial — pick it from the dropdown before you Accept. You can't Accept a job with no Type set.

The buttons

• Accept creates the Requirements Order and takes you straight to it — or, if this source job already produced one, refreshes that order instead of making a second one (see the RO Inbox guide).
• Hold and Reject work the same as they do on the RO Inbox list — a note is required for both, and Reject asks you to confirm.

Once a row is Accepted or Rejected the buttons and the Type dropdown disappear and everything reads as plain text.

If an error banner is showing at the top, something went wrong creating the RO the last time someone tried. The job is safe and untouched — fix whatever the error describes (or ask for help) and try Accept again.

Reviewing before you accept (added 2026-09-07)

The top of the screen is now a form. Nothing here is saved to a Requirements Order until you press Accept — you are editing the staged import.

• Job / Project — start typing an FP job number, an FP job name or a QuickBooks job name and pick from the list. Picking a job fills in the customer name and, when QuickBooks knows it, the class.
• Customer — filled from the job; type over it if it is wrong.
• BOM name — free text. Job + BOM name is what tells a new order from a refresh, so two BOMs on one job need two different names (Elect BOM, Roof BOM).
• Class — was labelled "Type". Same list as everywhere else.
• Required date — leave it blank and the class's lead time sets it (work days, weekends and company holidays skipped). Fill it in to override.
• Priority — blank, R (rush) or 1–5.
• Source order # — pick FP or BT, type the order number and press Check. The number is verified before it is saved: FP is checked live, BT against the cached BuilderTrend job list. Leave the system on "(none)" for a spreadsheet with no job order behind it. A verified FP number also gives the RO its FieldPulse link.
• Save header saves without accepting. Accept saves the header first, then creates the RO and tells you the new RO number.

Fixing held lines here (added 2026-09-07)

Any line marked Would Hold now has a Fix now box: type the missing SKU or the missing quantity and press Save. A line fixed here never becomes an Issue at all — the RO is created clean. The × removes the line from the import entirely.

Review screen changes (2026-09-07)

• Fix now saves itself. A SKU or quantity typed into a Fix-now box is saved when you leave the box, and anything still unsaved is written before Accept runs. Before this, a quantity typed and left in the box was lost and the line went on to the RO with no quantity.
• Surplus button on a non-inventory line: enter the quantity, press Surplus, and the line is satisfied from surplus stock — never bought, never drawn from QuickBooks inventory, and it never becomes an issue.
• BuilderTrend source numbers are free text. BT jobs have no order number, so anything you type is accepted as the BT reference; if it matches a job in the BT document list, the job name is shown beside it. FieldPulse numbers are still checked live and refused if wrong.
• Accepting without a Class now says "choose a Class before accepting".