Purchase Orders for Construction Trades

As Purchase Orders are issued, cancelled, and approved by the Builder, they will appear in the Builder Portal.

To select or change the Purchase Orders displayed on the screen, click on the icon, . This is found on the far right on the Purchase Order tool bar.

The following drop box will display.

To Access the Purchase Orders screen:

After logging into the Builder Portal, click the Builder Portal Drop down.
In the drop down menu select Purchase Orders.

Note

After logging into the Builder Portal for the first time, some older Purchase Orders will automatically appear as archived (in the Archived Purchase Orders filter). This is by design, and only the most recently-issued, approved and cancelled purchase orders maintained by the builder's software will appear in the New Purchase Orders filter.

Change orders and variances created by the builder in BuilderMT's Workflow Management Suite will appear as individual purchase orders viewable by the trade user.

It is recommended that the trade's Purchasing user or Administrator manually archive the appropriate purchase orders found in the New Purchase Orders tab after logging into the Builder Portal for the first time.

To Archive a PO:

Select the check box under the Archive column for each PO the user wishes to Archive.
Once selected click the Archive button in the lower right of the screen.
After clicking this, a popup will appear asking the user to confirm the archive action.
Click Yes and the Purchase Order(s) will be archived.

Knowing your action items:

View PO – Downloads the Purchase Order to be able to be viewed in PDF format.

Attachments – A popup will appear allowing you to download any available attachments. Attachments will download once the user clicks on the name of the document.

Compose Message – Takes you to a message screen, allowing the user to send a message in regards to the selected activity.
See Inbox and Collaboration for more information.