Exporting Master Job Bid Information

You can export master job bid information to a Microsoft® Excel spreadsheet. Use this feature to manipulate the data and share this information with your customers and vendors.

The export feature gives you complete control over the information's formatting. You can select which columns of information to include, in what order, and rename the columns whatever you like. The system remembers your settings the next time you use the export feature.

To export order information:

Create or open a master job bid.

Note: You can also do this from within a junior order, or from the Lot Job Bid Tracking screen.

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 one of the following product types and press Enter to display the Job Bid Tracking screen:

Stock Products – Displays all inventory items on the master job bid.
Lot Products – Displays all lot items on the master job bid.

Filter the list of products as needed to eliminate any products you do not want to export to the spreadsheet.
Use the Export hot key to display the Export Column Selection screen.
Do any of the following, as needed:

To...	Use this hot key...
add columns to the spreadsheet, in the Columns Not Exported column, select a column name and	Shift Columns The selected column name moves to the Columns Exported to Excel column.
remove columns from the spreadsheet, in the Columns Exported to Excel column, select a column name and	Shift Columns The selected column name moves to the Columns Not Exported column.
change the order in which columns display on the spreadsheet, select a column name and	Move Up or Move Down

To change a column name, select it and type the new information over the old.

To restore the column description to its original name, use the Reset hot key, select an option from the list, and press Enter.

To export the information, use the Export hot key to display the Select File window.
Browse to your C: drive.

Note: The system does not recognize paths that are more complex.

In the File Name field, enter a name that describes the spreadsheet.
Click Open to display the requested information in the Excel spreadsheet.