To review outstanding job bid orders:Use the Outstanding Job S/Os and Outstanding Job P/Os screens to review all the orders related to a single Job Bid Maintenance project.
For example, if several of your customers are bidding on the same large job, these screens let you keep track of each customer and vendor bid. One screen tracks the sales order bids; another screen tracks the vendor purchase order bids. Both screens are available using hot keys from the Job Bid Maintenance screen.
Once a bid is awarded to a customer and vendor, you can indicate which companies won.
To review outstanding job bid orders:
From the Files > Job Bid menu, select Job Bid Maintenance to display the Job Bid Maintenance screen.
Create or open a job bid.
Use one of the following hot keys:
To list sales orders, use the Outstanding S/Os hot key to display the Outstanding Job SOs screen.
To list purchase orders, use the Outstanding P/Os hot key to display the Outstanding Job POs screen.
Review the field information. Note that, when listing purchase orders, the Sales $ and GP % fields are not applicable, which is indicated by asterisks (*).
|
Field |
Specifies... |
|
Job Name |
name and number of the job. |
|
Bid Order # |
transaction number for the order generation. |
|
Customer |
name of Bill-To customer or vendor. |
|
Sales $ |
amount of the sale. |
|
COGS |
cost of goods sold. |
|
GP % |
gross profit percentage. |
|
Awd |
company awarded the bid, indicated by an asterisk. Use the Award Job hot key to place the asterisk. |
Use hot keys as needed. For example, use the Award Job hot key to indicate which company won the bid. Or, use the Edit Bid hot key to convert the bid into an order.
|
To... |
Use this hot key... |
|
Copy Bid The Copy to Sales Order Bid screen displays. |
|
|
open the selected bid for editing |
Edit Bid |
|
indicate that a company was awarded the bid |
Award Job An asterisk appears in the selected Awd field. |
|
create a new Ship-To account to use other shipping information |
Create ShipTo You are asked to confirm, and the Customer Maintenance screen opens, prefilled with information from the Bill-To customer account. |
|
open the Outstanding Job P/Os screen (available when viewing sales orders) |
Outstanding Job P/Os |
|
open the Outstanding Job P/Os screen (available when viewing purchase orders) |
Outstanding Job S/Os |
When you are finished, press Esc to save your changes.
See Also: