---

name: construction-po-reconciliation description: Automated reconciliation of construction purchase orders across multiple PO types (Framing, Options, Siding, Add-ons). Use when working with BuildPro POs, tracking combined contracts, analyzing option pricing variance by plan, detecting missing POs, calculating EPO estimates, or reconciling actual vs expected costs for residential construction projects.

Construction PO Reconciliation

Automate reconciliation of construction purchase orders across Framing, Options, Siding, and Add-on POs for residential building projects.

Quick Start

Copyfrom scripts.po_reconciliation import POReconciliationEngine, LotPOSet, POItem
from decimal import Decimal

# Create lot with POs
lot = LotPOSet(
    lot_number="115",
    subdivision="North Haven",
    plan="G892",
    elevation="A",
    options=["COVP", "FIREWAL1"],
    combined_contract_po="3417254",
    expected_total=Decimal("30672.76")
)

# Add POs
lot.framing_po = POItem(
    po_number="3417254",
    po_type="FRAMING",
    task_code="44201",
    total=Decimal("18345.65"),
    ...
)

# Reconcile
engine = POReconciliationEngine()
report = engine.reconcile_lot(lot)

PO Types & Structure

1. Framing PO (Base Contract)

• Task Code: 44201
• Contains: Base framing materials
• Typically: Uses combined contract PO number

2. Options PO

• Structure: $300 base fee + option costs
• Pricing: Plan-specific (G892 ≠ G893)
• Separate PO: Different from framing/siding

3. Siding PO

• Task Code: 47100
• Critical: Often SAME PO number as Framing (different task code)
• Contains: Exterior siding and trim

4. Add-on POs

• Purpose: Missed items or corrections
• Frequency: 0-2 per lot
• Separate PO numbers: Each add-on gets own PO

See references/po_structure.md for detailed breakdowns and examples.

Combined Contract Pattern

The "combined contract" PO is reused across tasks:

CopyPO 3417254:
├─ Task 44201 (Framing):  $18,345.65
├─ Task 47100 (Siding):    $7,827.46
├─ Related Option PO 3417033: $4,480.40
└─ Related Add-on PO 3445234:    $19.28
                          -----------
Total:                    $30,672.79

Key Reconciliation Checks

1. Missing PO Detection

Copyif not lot.framing_po:
    issues.append('Missing Framing PO')
if not lot.siding_po:
    issues.append('Missing Siding PO')

2. PO Number Validation

Copy# Framing and Siding should share PO number
if framing_po.po_number != siding_po.po_number:
    issues.append('PO number mismatch')

3. Variance Analysis

Copyvariance = actual_total - expected_total
if abs(variance) > $200:
    status = 'SIGNIFICANT_VARIANCE'
elif abs(variance) > $50:
    status = 'MINOR_VARIANCE'
else:
    status = 'MATCHED'

4. Option Pricing Validation

Copy# Check if option price matches historical data for plan
result = engine.check_option_pricing(
    option_code="FIREWAL1",
    plan="G892",
    actual_cost=Decimal("2680.72"),
    historical_costs=history_db
)

Option Pricing Intelligence

Critical Insight: Option costs vary by plan

CopyFIREWAL1 (Fire Wall):
- Plan G892: $2,680.72
- Plan G893: $3,010.87
- Variance: +12.3%

Track historical pricing to predict costs:

Copyoption_history = {
    'FIREWAL1': {
        'G892': Decimal('2680.72'),
        'G893': Decimal('3010.87')
    },
    'COVP': {
        'G892': Decimal('1089.25')
    }
}

Common Patterns

"W/OPTION PO" Notation

When spreadsheet shows W/OPTION PO 3417033:

• Cost is INCLUDED in that option PO
• Don't create separate PO
• Already accounted for

Base Option Fee

ALL option POs have $300 base fee:

CopyOptions Subtotal = $300 + Σ(option costs)

Variance Thresholds

• Acceptable: < $50
• Minor: $50 - $200 (needs review)
• Significant: > $200 (investigation required)

Reconciliation Report Structure

Copy{
  "lot_number": "115",
  "plan": "G892",
  "status": "MATCHED | MINOR_VARIANCE | SIGNIFICANT_VARIANCE | INCOMPLETE",
  "financial_summary": {
    "framing": 18345.65,
    "options": 4480.40,
    "siding": 7827.46,
    "add_ons": 19.28,
    "actual_total": 30672.79,
    "expected_total": 30672.76,
    "variance": 0.03
  },
  "issues": [],
  "variances": []
}

Integration Points

With SupplyPro API

Use reconciliation data to validate orders before sending responses:

Copy# After reconciliation, send order acceptance
from supplypro_api import SupplyProClient
client.send_order_response(
    order_id=lot.framing_po.order_id,
    response_type="Accepted"
)

With Azure Data Lake

Store reconciliation results for analytics:

Copy# Log to ADLS for Power BI
reconciliation_data = {
    'lot': lot.lot_number,
    'timestamp': datetime.now(),
    'report': report
}
# Upload to Azure Blob Storage

Troubleshooting

Total doesn't match: Check if all add-on POs are included

Plan pricing wrong: Verify plan type is correct (G892 vs G893)

Missing siding PO: Check if it shares PO number with framing

Option cost unexpected: Compare to historical data for that plan

Resources

• PO Structure Guide: references/po_structure.md - Detailed PO patterns
• Reconciliation Script: scripts/po_reconciliation.py - Core logic