Subtotaling and Repricing Job Bids

The Job Bid Subtotal Maintenance screen lets you group and sort the products on a sales order bid, and also display subtotals for each group. From this screen, you can:

Group order items into subtotal groups.
Manipulate subtotal groups, for instance to change shipping date or status.
Get a vendor bid for a particular group.
Procure subtotal group items.
Select a subtotal group and override the pricing of the products in that group.

There are numerous reasons and ways to override the pricing of a subtotal group on a sales order bid. For example, if a vendor gives you a price break on the cost of a particular price line of products, you can pass the price break along to the customer so the bid is more competitive. You can override prices by editing field values or price formulas. You can also automatically copy the overridden pricing directly to a vendor's purchase order bid. When working with Master Job Bids, you can group by cost code, then quickly manipulate prices for all products in that cost code.

To subtotal and/or reprice a job bid:

Create or open a sales order and display the order's Body screen.
Use the Pricing hot key to open the Pricing Override screen, and then use its Subtot hot key.
On the Job Bid Subtotal Maintenance screen, use the Grouping hot key and select a Subtotal Sort option. This lets you group the order items by Sell Group, Price Line, and so on. Once items are grouped, you can edit the items as a group (to change prices, for example). The Subtotal Group column displays the named groups.

If you want to change prices, edit one or more of these fields:

Field	Specifies each group's...
Sales $	total dollar amount. Edit field to change GP % accordingly.
COGS $ or Cost $	total cost of goods sold (COGS) or total cost dollar amount. Field displays asterisks instead of COGS for users without COGS.VIEW authorization. Use View hot key to toggle display of COGS $ or Cost $ fields. Edit field to change GP % accordingly.
GP %	total gross profit percentage. Edit field to change Sales $.
Basis	price basis, used to calculate prices. Press F10 for list.
Formula	pricing formula used with the specified basis to calculate a new Sales $ amount.

Use the Dist Method field to determine how your price changes are distributed to the individual products within the affected group. Press F10 and choose:

Flat GP% to change each item's price by the same percentage.
Weighted Avg to change each item's price proportionally, so the new dollar amount remains the same percentage of the total amount.

Use hot keys, as needed.

To...	Use this hot key...
view a statistical listing of items within a group	View Items
specify one order generation for subtotaling or All Ship Dates	Ship Date Your choice is reflected in the Ship Date field.
specify how to group items (by Sell Group, Price Line, Package, and so on)	Grouping Note: If an item is assigned to more than one sell group in Product Maintenance, only the first sell group displays.
get a price quote from a vendor	Copy to PO Bid You are prompted to enter a Ship From vendor and specify a COGS copy option. The Purchase Order Entry Header screen displays.
change columns in the screen view (toggle between COGS $ or Cost $ fields, or choose the Weight/Load Factor view)	View
specify a new required date and ship date, ship branch, and order status for a group	Status
open the Subtotal Group Procurement screen	Procure
change the price or cost of products in a subtotal group	Change Prc/Cost
open the Delete Line Items screen	Delete Specify a range of line items to remove from the group, or press F10 to open a selection screen.

Press Esc to save your changes and exit.