Reviewing Master Job Bids

Use the Master Job Bid Review Queue screen to view all of the projects for a project manager or customer. This screen shows the status of each project, along with an estimate of its completion date. If you have authorization, you can also view the prices and costs associated with each bid.

To view product quantity details, use the Job Bid Tracking screen.

To review master job bids:

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.

To further narrow your search, complete any of the following fields:

Field	Description
Project Status	The status of this master job bid project. Values are user-defined.
Follow-Up Date	The next date to review the master job bid.
Expected Date	The date the customer expects to complete the project.

Note: To update the information in these fields, see Updating Project Statuses.

From the Expected Date field, press Enter to display a list of master job bids that match your search criteria.
Review the following, as needed:

Column	Description
Master Orders	A letter S (sales order) followed by a series of numbers that identify the master job bid.
Customer	The individual or company for whom you created the master job bid.
Project Status	The current status of the job.
Follow-Up	The next date to review the master job bid.
ExpectDate	The date the customer expects to complete the project.

To re-sort the list, use the Sort By hot key and select one of the following from the list:

Follow-Up Date – Sorts from the earliest date to the most recent date.
Expected Date – Sorts from the earliest date to the most recent date. This sorting method is the default.
Customer – Sorts alphabetically in ascending order.
Order – Sorts from the smallest order number to the largest order number.

Press Esc to clear the screen. The project manager's user ID remains in the Project Manager field.