Associating Sales Orders with Job Bids

You can use the Job Bid Maintenance screen to track numerous bids associated with a single project.

To do this, you create a named job bid. You can then associate individual orders with that job bid. You can associate either sales order bids for your customers, or purchase order bids to your vendors. Next, you can list all the associated orders of either type from the Job Bid Maintenance screen.

If you have not already created a named job bid, you can display a blank Job Bid Maintenance screen from an order. To do so, enter New in the Job Bid Name field on a purchase order's Header screen, or on a sales order's Additional Header Information screen.

Choose one of the following instructions:

To associate a sales order with a job bid:

From the Orders menu, select Sales Order Entry.
Open or create a sales order bid.
From the Body screen, use the Header hot key to display the Header screen.
Use the Add'l hot key, then the Add'l Header Info hot key. This opens the Additional Header Information screen.
In the Job Bid Name field, enter the name or number of the job bid. If entering a number, precede it by a period (.).

If prompted whether to copy this change to all open order generations, enter Y.

Press Esc twice to return to the bid's Header screen.
Complete the order as usual.

To associate a purchase order with a job bid:

From the Purch menu, select Purchase Order Entry.
Open or create a purchase order bid.
From the Body screen, use the Header hot key to display the Header screen.
In the Job Bid Name field, enter the name or number of the job bid. If entering a number, precede it with a period (.).
Complete the order as usual.