Use the following screen views to track changes made to a lot item on the master job bid:
To view general lot item comments:
Use the Change View hot key and select General Comments to display the General Comments view.
In the Comment field, review any general system-generated or user comments entered for this lot item.
To view any lot item billing comments:
Use the Change View hot key and select Billing Comments to display the Billing Comments view.
In the Comment field, review any system-generated or user billing comments entered for this lot item.
To view the lot item ledger (cost view):
Use the Change View hot key and select Ledger Item (Cost) to display the Ledger Item (Cost) view.
Review the following information, as needed:
Column |
Description |
Typ |
Identifies the reason for the ledger entry. |
Price |
The original amount the customer owed you. Negative entries indicate the amount the customer paid on the specified date and time. |
Cost |
The original amount you owed the vendor. Negative entries indicate the amount you paid the vendor on that date at that time. |
Open Price |
The amount the customer owed you, as of that date and time. |
Open Cost |
The amount you owed the vendor, as of that date and time. |
To view the lot item ledger (gross profit percentage view):
Use the Change View hot key and select Ledger Item (GP%) to display the Ledger Item (GP%) view.
Review the following information, as needed:
Column |
Description |
Typ |
Identifies the reason for the ledger entry. |
Open Price |
The amount the customer owed you, as of that date and time. |
Open Cost |
The amount you owed the vendor, as of that date and time. |
GP% |
The total percentage of the price that your company receives as profit from this sale. |
To view the master job bid price overview:
Use the Change View hot key and select MJB Price Overview to display the MJB Price Overview view.
Review the following information, as needed:
Column |
Description |
Comment |
The nature of the update. Eclipse uses multiple standard comments for master job bid-related changes. |
Amount |
The dollar amount that was added to or subtracted from the lot items. |
Remaining MJB Price |
Shows any additions to or subtractions from the price of the lot item over the course of the project. |
Remaining Bill Price |
Shows the amount remaining to be billed to the customer as a result of the additions to or subtractions from the lot price. |
To view the master job bid cost overview:
Use the Change View hot key and select MJB Cost Overview to display the MJB Cost Overview view.
Review the following information, as needed:
Column |
Description |
Comment |
The nature of the update. Eclipse uses multiple standard comments for master job bid-related changes. |
Amount |
The dollar amount that was added to or subtracted from the lot items. |
Remaining MJB Price |
Shows any additions to or subtractions from the cost of the lot item over the course of the project. |
Remaining Bill Price |
Shows the amount remaining to be paid to the vendor as a result of the additions to or subtractions from the lot cost. |