Creating and Copying Bids

Create a sales order bid when your customer needs a price quotation, but is not ready to order. A bid is similar to other sales orders, but does not tie up inventory. When your customer is ready to order, you can quickly convert the bid into an order.

Once you create a bid, you can use the Copy to Sales Order Bid screen to copy it. This is useful if you need a similar price quote for the same or another customer. After you copy a bid, you can edit the new bid as needed.

Note: The system uses the home branch for current user as the G/L branch on copied orders.

To create a bid:

From the Orders menu, select Sales Order Entry.
In the Ship To field, enter the customer.
Use the Mode hot key, and from the list of options that displays, select Bid. When you return to the Body screen, notice that the word "Bid" now displays, appended to the order number.
Complete and save the sales order as usual.

Note: A single sales order can contain items being bid on, along with items actually being ordered. To change a selected line item to a Bid status, use the ShipDates hot key, then select the New option to display the Create New Order Generation screen. In the Enter New Status field, enter B. Specify new dates or a different shipping branch if needed.

To copy a bid:

From the Orders menu, select Sales Order Entry.
In the Ship To field, enter the customer.
Use the Mode hot key, and then select the Copy to Sales Order Bid option to display the Copy to Sales Order Bid screen.

Note: You may be prompted to enter a sales source.

Specify the field information below, as needed.

Field	Description
Enter Price Branch	The number that identifies the branch to use to determine the pricing rules for the products on the new order.
Enter Ship Branch	The number that identifies the branch that will ship the order to the customer.
Ship-To Same Cust? (Y/N)	Specifies whether the bid is for the same customer. If a different customer, you must review pricing (which is set as expired).
Ship-To Customer	Specifies another Ship-To customer. Note: If you enter a customer who is not authorized to order from the specified branch, when you use the Begin hot key, a prompt displays. In the Action field, press F10 and select one of the following options: Do Not Activate, Activate for Branch <#>, or Activate for One-Time Use. If you select Do Not Activate, the system returns you to the Copy to Sales Order Bid screen; otherwise, the Sales Order Entry Body screen displays the copied bid for the new customer at the new branch.
Gens to Copy	Specifies which order generations to copy: All, Current, or Open. Note: If multiple generations are copied, the system combines any that it can.
Copy Original Prices? (Y/N)	Specifies whether, or how, pricing will be copied. Yes - Use the prices on the current order. No - Do not use the prices on the current order. Manual Overrides Only - Do not use the prices on the current order, except for any manual overrides you have made. Note: If this flag is set to Yes, then the system marks all prices with an asterisk (*) on the new bid.
Copy Original Costs? (Y/N)	Specifies whether, or how, costs will be copied. Yes - Use the costs on the current order. No - Do not use the costs on the current order. Manual Overrides Only - Do not use the costs on the current order, except for any manual overrides you have made.
Copy Original COGS? (Y/N)	Specifies whether, or how, COGS will be copied. Yes - Use the COGS on the current order. No - Do not use the COGS on the current order. Manual Overrides Only - Do not use the COGS on the current order, except for any manual overrides you have made.

Use the Begin hot key to create the bid and display the Body screen.
Continue entering the bid as usual.