Creating Junior Orders for Lot Items

After you create your master job bid for the project and the customer approves the quote, you can begin entering junior orders against it. Because you have already identified the products and quantities needed, creating a junior order is a simple process. You use the Job Bid Tracking screen to launch a new lot item order. The system populates the order with the lot item. You then enter the materials and quantities on the Lot Job Bid Tracking screen.

When you create a junior order, the system updates the information on the Sales Order Entry Header screen to match the information on the master job bid.

Note: The only way to sever the link between a junior order and a master job bid is to cancel the junior order and re-enter it as a regular sales order.

To create a junior order for lot items:

Create or open a master job bid that includes a lot item.
If this is the first junior order generated from this master job bid, update the project status.
On the Sales Order Entry Body screen, use the Mode hot key, select Job Bid Tracking from the list, and press Enter to display the Select Product Type selection list.
Select Lot Products and press Enter to display the Job Bid Tracking screen.
In the OrderQty field, enter 1 (one) next to the lot item to purchase.
Do one of the following:

To create a...

Use this hot key...

sales order bid

Create New

The Sales Order Entry Body screen displays in Bid mode.

direct ship order

Dir

The Purchase Order Entry Header screen displays. Enter the vendor information and press Esc to display the Sales Order Entry Body screen.

Use the NonStk/Lot hot key to display the Lot Item Status screen.
Use the Material Detail hot key to display the Lot Item Material Detail screen.
Use the Job Bid Tracking hot key to display the Lot Job Bid Tracking screen.
In the OrdQty column, enter the quantity of the lot item materials to add to the junior order.

Use the Add to Junior hot key to display the selected quantities on the Lot Item Material Detail screen.
Add Type/Tags and SubTypes to the materials, as needed.
Press Esc until you return to the Sales Order Entry Body screen.
Complete the bid or direct order and press Esc to return to the Job Bid Tracking screen.

The system moves the lot item quantity based on your selection. If you selected Create New, the ordered amount displays in the Open Qty field. If you selected Dir, the ordered amount displays in the Ship Qty field.

Press Esc to return to the master job bid on the Sales Order Entry Body screen.
When you are finished working with the order, press Esc to display the Sales Order Entry Status screen.

Verify that the status reflects your project status, for example, Bid-In Process. If the status is not correct, use the Body hot key and see Updating Project Statuses.

Press Esc to save the information and exit the screen.