Unless you have authorization, you cannot edit lot items directly on master job bids. Instead, create a change order. You can increase or decrease product quantities, add or remove products, or make other needed changes. By creating a change order, you can see all updates made to the master job bid. You can also send change orders to the customer for approval before committing them to the master.
When you create a change order, the system updates the information on the Sales Order Entry Header screen to match the information on the master job bid.
Note: The only way to sever the link between a change order and a master job bid is to cancel the change order and re-enter it as a regular sales order.
To create a change order for lot items:
Display the character-based system.
Note: The Master Job Bids functionality has not been incorporated into Solar Eclipse as of this release.
To add a lot item to a change order that includes stock items, open a change order instead.
On the Sales Order Entry Body screen, use the Mode hot key, select Job Bid Tracking from the list, and press Enter to display the Select Product Type selection list.
Select Lot Products and press Enter to display the Job Bid Tracking screen.
In the OrderQty field, enter 1 (one) next to the lot item to purchase.
Do one of the following:
To add a lot item to... | Use this hot key... |
a new change order | ChgOrd |
an existing change order | Add to Current Order |
On the Sales Order Entry Body screen, select the lot item and use the NonStk/Lot hot key to display the Lot Item Status screen.
Use the Material Detail hot key to display the Lot Item Material Detail screen.
Use the Job Bid Tracking hot key to display the Lot Job Bid Tracking screen.
In the OrdQty column, enter the quantity of the lot item materials to add to or remove from the lot item. A minus sign (–) preceding the number identifies it as a negative quantity.
If a lot item material is preceded by the Greek letter Φ (Phi), this is a dependent item. You cannot launch dependent items.
Note: If you attempt to commit a change order with an open lot price or open lot cost on a junior order that is less than zero, the system displays an error message.
Use the Change hot key to add the materials to the Lot Item Material Detail screen.
The system clears the quantities from the OrdQty column.
Press Esc to view the selected quantities on the Lot Item Material Detail screen.
Add Tag Types and SubTypes to the materials, as needed.
Press Esc until the Sales Order Entry Status screen displays.
Note: The system stores the order as a bid. You cannot commit the change order to stock quantities at this point.
To print the bid or e-mail or fax it to the customer, in the Print field, enter Y (Yes Print), E (E-mail), or F (Fax).
If you select F, the Fax Memo screen displays. See Sending Faxes for more information.
Note: The e-mail option displays only if you have an e-mail address set up on the first line of the E-mail Address section of the Internet Information Maintenance screen within Customer Maintenance or Vendor Maintenance.
Press Esc to complete the change order and return to the Job Bid Tracking screen.
The system does not update the quantities at this point. See Committing Change Orders for more information.
See Also: