Master job bids are sales bids that are used to track all of the products used during the life of a project. The main difference between a master job bid and a regular sales bid is that the master job bid will never become an order. Instead, you will spawn junior orders from it. The system tracks the quantities so that you can easily determine how much remains to be done on the project.
You create a master job bid from a sales bid on the Job Maintenance screen. This screen contains all of the information you need to monitor the master job bid over the life of the project, as well as information about how to process invoices.
Note: Once you create the master job bid, you cannot change it, unless you have authorization. Instead, create a change order.
This instruction includes the following topics:
Display the character-based system.
Note: The Master Job Bids functionality has not been incorporated into Solar Eclipse as of this release.
From the Orders menu, select Sales Order Entry to display the Sales Order Entry Body screen.
If accessible, in the PrcBr field, enter the code that identifies the branch whose pricing matrix will be used to price the items on the order.
In the Ship To field, enter the customer.
If accessible, in the ReqrDate field, enter the date the customer anticipates completing the project.
Use the Mode hot key and select Bid from the selection list.
Enter all of the products needed to complete the project.
To enter lot items, see Entering Lot Items on Bids. To add dependent items, see Entering Dependent Items on Master Job Bids.
To change the bid to a master job bid:
From the displayed bid on the Sales Order Entry Body screen, use the Header hot key to display the Sales Order Entry Header screen.
Use the Add'l hot key and then the Add'l Header Info hot key to display the Additional Header Information screen.
In the Job Bid Name field, enter the name to associate with this master job bid, as needed.
Note: You can use this information to locate jobs in the Master Job Bid Review Queue.
Complete other fields, as needed, and press Esc to return to the hot key list.
Use the Job Maintenance hot key to display the Job Maintenance screen.
In the Master Order field, enter Y.
Note: Leave the Junior for Master Order #and Change for Master Order #fields blank.
Complete the following fields, as needed:
Field | Description |
Consolidated Invoicing | A method of printing invoices that combines the billing for several orders. To use this feature, enter Y; otherwise, enter N. For more information, see Printing Consolidated Invoices. |
Allow Dup Type-SubType | Identifies whether to allow duplicate Tag Types and SubTypes when adding lot item materials to the master job bid. Enter Yes to allow duplicates; otherwise, enter No. For more information, see Tag Type and SubType Concepts. |
Project Manager | The User ID of the person responsible for maintaining this master job bid project. |
Project Status | The status of this master job bid project. These values are user-defined and are maintained in the Valid Master Job Bid Statuses control maintenance record. Note: This status displays along with the shipment status on the Sales Order Entry Status screen. |
Follow-Up Date | The next date to review the master job bid. You can review master job bids by follow-up date on the Master Job Bid Review Queue screen. |
Expected Date | The date by which the customer expects to finish the project. |
Note: When you exit, the system calculates the amounts in the Original Total Price and Original Total Cost fields, based on the product prices and costs. To view them, use the Job Maintenance hot key again. These fields are not editable.
Press Esc to display the Line Item Auto-Spawn Assignment screen.
The system populates the T (Type) column for each product description with one of the following values:
L – Identifies the product as a lot item.
S – Identifies the product as a stock item.
C – Identifies the line as a general comment.
Do one of the following:
To... | Do this... |
spawn junior orders in bid mode | For each affected product, leave the Vendor Name field blank and leave the word Bid in the Task field. |
spawn junior orders for direct shipment today | For each product, in the Vendor Name field, enter the vendor who will ship the product to the customer. Note: When you press Esc, the system sends you a tracker that includes the order number for each junior order spawned. The system will create a separate junior order for each lot item, and one for all of the stock items. |
exclude comments from the junior order | For each affected comment, in the Task field, enter No Launch. Note: If you have Level 4 SOE.MASTER.BID.EDIT authorization, you can also enter No Launch for products. |
Press Esc to save the information and exit the screen. Press Esc repeatedly until you return to the Sales Order Entry Body screen.
The order ID number now includes -MJB to indicate that this is a master job bid.
To add additional information to your products, use the View hot key, and do any of the following:
To identify... | From the list, select... |
cost codes | Cost Code to display the Cost Code column. See Adding Cost Codes to Products for more information. |
Tag Types and SubTypes | Tag Type & SubType to display the B/O, Tag Type, and SubTyp columns. See Adding Tag Types and SubTypes to Stock Items for more information. |
base material and dependant items | Base/Multiplier to display the Base and Mult columns. For more information, see Dependent Item Concepts and Entering Dependent Items on Master Job Bids. |
When you are finished working with the order, press Esc to re-display the Sales Order Entry Header screen.
Verify that the shipping address is correct. If it is not, press the up arrow key and, in the Ship To field, enter the new address information.
Press Esc to save the information and display the Sales Order Entry Status screen.
Verify that the status is Bid – <your user-defined status>.
Press Esc to save the bid and exit the screen.
See Also: