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DOE: Material Ordering

Brian - PLR Product Ops avatar
Written by Brian - PLR Product Ops
Updated over a month ago

These are the metrics that will block material orders:

  • 15 or more active M1 rejections

    • Live metric based on LightReach portal status

  • >30 Projects Installed, Not Submitted

    • More than 30 projects marked with an “Installation Complete Date” in weekly Thursday reporting that have not yet been M1 Submitted in the LightReach portal. Historically reported install completed dates cannot be removed once they are logged. If an install was accidentally marked completed, it should be prioritized for completion.

  • >30 Projects Started, Not Completed

    • More than 30 projects with a start date in the past with no install complete date in weekly installer Thursday reporting.

  • >50% of Material Ordered Backlog Aging over 40 Days to M1 Approval

    • More than half of an installer’s backlog is aging over 40 days since Purchase Order Approved, for projects not yet M1 Approved.

Tips for Material Ordering Success:

  • Include a requested delivery date when requesting material from CED Greentech.

  • Order material for delivery within 1-2 weeks of install scheduled date - allow time for processing, ideally on Thursdays to allow the following week for processing and install the week after.

  • Install must have a scheduled date in weekly installer reporting to order material

  • Material ordered on projects have have not started install within 3 weeks of material purchase order approval must be returned - the material cannot be used on a different project

  • Allow at least 1 week for the following material order process steps to be completed -

    1. Installer requests material from Greentech

    2. Greentech compiles a detailed quote and sends to Palmetto for review and purchase order approval (within 48 hours of request)

    3. Palmetto approves or denies purchase order (within 48 hours of receipt)

    4. Greentech delivers material (within 48 hours)

To find your rejections, use the filter when viewing your pipeline at palmetto.finance:

A

I’m on a material hold, how do I know when I’m cleared?

  • You should reference your Material Hold report that is sent to you either weekly or daily - if it shows any metrics in red then you are on material hold until all numbers at the top of the report are green

  • Please discuss any reporting needs with your relationship manager

  • You can also check your rejections in the LightReach portal

B

I had marked an install complete, but it’s not actually complete - can I remove the date and have the material hold be lifted?

  • No, once an install complete date is reported it is sent to the DOE and cannot be removed from reporting. That install should be prioritized for completion.

C

I have material for a project that was cancelled, can I just use that material on a different project since it’s mostly the same kit?

  • No, you may not. Material for cancelled projects needs to be returned to Greentech because all accounting is done on a project by project basis.

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