Reviewing Lot Item Materials on Master Job Bids

Use the Lot Job Bid Tracking screen to manage a lot item on a master job bid. From this central location, you can view all of the lot item materials and quantities needed over the life of the project. This screen is similar to the Job Bid Tracking screen.

To review lot items materials for a master job bid:

Open the master job bid or junior order for the lot item.
Select a lot item and use the NonStk/Lot hot key to display the Lot Item Status screen.
Review the total lot cost and lot price, as needed.
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.
Review the following, as needed:

Column	Description
Current Order #	A letter S followed by a series of numbers that identify the master job bid, junior order, or change order.
Junior Order(s)	A junior order that was entered against this master job bid. This number may change based on the product upon which the cursor is positioned. Displays if you accessed this screen from a master job bid.
Master Job Bid	The order number for the master job bid from which this junior order or change order was created. Displays if you accessed this screen from a junior order or change order.
Product Description	A description of each material on the lot item. A double chevron (>>) indicates a negative remaining quantity or amount.
QuoteQty	The total quantity of the selected product the customer requested for this project.
Ship Qty	The quantity of the selected product that has shipped to the customer.
Open Qty	The quantity of the selected product on the junior bid.
RemQty	The quantity of the selected product yet to be ordered or shipped.
UM	The unit of measure used to order the material. This is always asterisks (**) for lot items.

Press Esc to exit the screen.

More Options for Reviewing Lot Item Materials for Master Job Bids

The Lot Job Bid Tracking screen also offers these options:

To...	Use this hot key...
export the master job bid product information to an MS Excel spreadsheet	Export The Export Column Selections screen displays.
filter the list of materials	Select The Job Bid Product Selection screen displays.
sort the list of materials	Sort Select one of the following from the list and press Enter: Description – Sorts the products by product description. Tag Type – Sorts the products by Tag Type and SubType.
view additional information about the materials	View Select a column view from the list and press Enter.
edit a junior order attached to this master job bid	Edit Order The order displays on the Sales Order Entry Body screen. If more than one junior order has been entered against this master job bid, a selection list displays first. Select the order to edit and press Enter. Note: You must have the SOE.MASTER.BID.EDIT authorization key assigned to edit junior order.
view a junior order attached to this master job bid	View Order The order displays on the Sales Order Entry Body screen in view-only mode. If more than one junior order has been entered against this master job bid, a selection list displays first. Select the order to edit and press Enter.