The master job bids functionality tracks all sales orders associated with a large project, for example, construction of a football stadium or commercial high-rise building. You begin by creating a bid that contains all products the customer will need to complete the project. Once you have identified all products, you quote the customer the price the can expect to pay over the life of the job.
Note: Even if they expire, master job bids, junior orders, and change orders are not purged when the Bid Purge program is run.
If you add lot items to a sales bid, the system creates a separate generation for each lot billing item you enter. If all items need to be on one generation in order to provide a single document as a quote to the customer, then you need to create a master job bid.
As the customer progresses through the various phases of the project, they will need specific materials. Instead of entering sales orders, you launch them from the master job bid. These kinds of sales orders are referred to as junior orders. The advantage of launching junior orders is that the system subtracts the ordered quantities from the master job bid so that you can keep a running tally of what products were used, and when.
Periodically, the customer may request a change to the products or quantities on the master job bid. If you have authorization, you can make changes directly to the master job bid. However, the system does not track the changes when you do this. For this reason, you may want to consider creating change orders. When you spawn a change order from the master job bid, the system tracks what changes to products and quantities were made, and when those changes were made. When you create a change order, the system adds the quantities to or subtracts them from the master job bid.
In addition to stock and nonstock products, you can add lot item products to your master job bids. A lot item is a group of products that are sold as if they were one item. The price can be either calculated from the individual materials or estimated. You can add multiple lot items to your master job bids, if needed. For more detailed information about this subject, see the Master Job Bids Entry Overview.
Note: The Master Job Bids functionality has not been incorporated into Solar Eclipse as of this release. Use the character-based system to enter lot billing orders.
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