When you have many materials on a lot item, you may want to limit the number of records that display. This will prevent you from having to scroll through the list trying to find a specific material or group of materials to add to a junior or change order. Use the Job Bid Selection screen to identify specific criteria, such as a Tag Type or SubType, to use to reduce the number of materials that display.
To filter the list of materials on a lot item:
Display the character-based system.
Note: The Master Job Bids functionality has not been incorporated into Solar Eclipse as of this release.
Note: You can also do this from within a junior or change order.
Select a lot item and use the NonStk/Lot hot key to display the Lot Item Status screen.
Review the total lot cost and lot price, as needed.
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.
Use the Select hot key to display the Job Bid Selection screen.
Complete any of the following fields:
Field | Description |
Description | A keyword that describes the material to locate. |
Tag Type | A user-defined code used to categorize and group the lot item materials. For more information, see Tag Typeand SubType Concepts. |
SubType | A user-defined code used to identify lot item materials within a group. For more information, see Tag Typeand SubType Concepts. |
Quote Qty | The quantity of an item on the lot item. |
Ship Qty | The quantity of an item that has shipped to the customer. |
Open Qty | The quantity of an item that has been ordered but not yet shipped. |
Remaining Qty | The quantity of an item that has not been ordered or shipped. |
Quote Price | The price you quoted to the customer for a product. |
Billed Price | The actual price you billed to the customer for a product. |
Price Diff | The difference between a quoted price and the billed price. |
Quote Cost | The price the vendor quoted to you for a material. |
Billed Cost | The price the vendor billed you for a material. |
Cost Diff | The difference between the quoted vendor price and the billed vendor price. |
Press Esc to display products that match your search criteria on the Job Bid Tracking screen.
More Options for Filtering Products
The Job Bid Selection screen also offers these options:
To... | Use this hot key... |
enter multiple search values for a selected search parameter | Multiple Values The Multiple Values screen displays. Enter each value on a separate line and press Esc. The system populates the selected field with *Multi*. |
remove all values from the Job Bid Selection screen | Clear Select |
See Also: