Selecting Lot Job Bid Tracking Screen Views

You can change the columns on the Job Bid Tracking screen to display a variety of information. For example, you can change to a view that shows costs, TypeTags, prices, or material quantities.

Use the following screen views to track the statuses of your lot item materials:

To view material quantities:

  1. Review the lot item materials.

  2. Use the View hot key and select Quantities from the list.

Note: This view is the default.

  1. Review the following information, as needed:

Column

Description

QuoteQty

The total quantity of the selected material the customer requested for this project.

Ship Qty

The quantity of the selected material that has shipped to the customer.

Open Qty

The quantity of the selected material on the junior bid.

RemQty

The quantity of the selected material yet to be ordered or shipped.

To view Type/Tags and SubTypes:

  1. Review the lot item materials.

  2. Use the View hot key and select Type/Tag from the list.

  3. Review the following information, as needed:

Column

Description

QuoteQty

The total quantity of the selected material the customer requested for this project.

Type/Tag

A user-defined code used to categorize and group the lot item materials.

For more information, see Type/Tag and SubType Concepts.

SubType

A user-defined code used to identify lot item materials within a group.

For more information, see Type/Tag and SubType Concepts.

To view material price information:

  1. Review the lot item materials.

  2. Use the View hot key and select Prices from the list.

  3. Review the following information, as needed:

Column

Description

Quote Price

The total quoted price for the specified quantity of material on the master job bid.

BilledPrice

The total amount billed to the customer to date for the shipped quantity of the material.

Diff Price

The amount that has not yet been billed to the customer.

To view material cost information:

  1. Review the lot item materials.

  2. Use the View hot key and select Costs from the list.

  3. Review the following information, as needed:

Column

Description

Quote Cost

The total quoted amount you owe the vendor if the customer orders the entire quantity.

Billed Cost

The total amount the vendor has invoiced you for the shipped materials.

Diff Cost

The amount that has yet to be invoiced.