When you enter junior orders against a master job bid, use the Junior Job Bid Review screen to review information about them, such as their status or when they were scheduled for shipment. You can also use this screen to drill down into the junior order itself to review or edit the details.
To review junior orders for a master job bid:
From the Orders > Queues menu, select Master Job Bid Review Queue to display the Master Job Bid Review Queue screen.
Note: This screen is also available from the Files > Job Bid menu.
Complete one or both of the following fields:
Project Manager – Enter the user ID of the person responsible for maintaining the master job bid projects under review.
Customer – Enter the name of the individual or company for whom you created the master job bids.
From the Expected Date field, press Enter to display a list of master job bids.
Review the list of master job bids, as needed.
Position the cursor on a master job bid and use the View Jr hot key to display the Junior Job Bid Review screen.
Review the following fields, as needed:
Customer – The name of the individual or company for whom the master job bid was created.
Master # – The number that identifies the master job bid from which these junior orders were created.
Review the following information, as needed:
Column |
Description |
Junior Orders |
A number that identifies a junior order that is attached to the master job bid. |
Sales $ |
The dollar amount generated from the sale of the products on the junior order. |
COGS |
The total cost incurred for the products on the junior order. |
GP % |
The percentage of the sales amount your company receives as profit, based on the cost of goods sold. |
Stat (Junior Status) |
The order status of the junior order. Junior Orders can have a status of Bid, Direct Shipment, or Canceled. |
Press Esc to clear the screen.
More Options for Reviewing Junior Orders
The Junior Job Bid Review screen also offers these options:
To... |
Use this hot key... |
Edit Order The Sales Order Entry Body screen displays. You must have the SOE.MASTER.BID.EDIT authorization key assigned to edit junior orders. |
|
review a selected junior order |
View Order The Sales Order Entry Body screen displays in view-only mode. |
Chg View Different columns display depending on your selection. |
See Also:
Reviewing Junior Order Products