Reviewing Change Orders for Master Job Bids

When you enter change orders against a master job bid, use the Change Job Bid Review screen to review information about them, such as their status or when they were committed to the master job bid. You can also use this screen to drill down into the change order itself to review or edit the details, or to commit the change order to the master job bid.

To review change orders for a master job bid:

From the Orders > Queues menu, select Master Job Bid Review Queue to display the Master Job Bid Review Queue screen.

This screen is also available from the Maintenance > Job Bid menu.

Note: If prompted, log on to the character-based system.

Complete one or both of the following fields:

Project Manager – Enter the user ID of the person responsible for maintaining the master job bid projects under review.
Customer – Enter the name of the individual or company for whom you created the master job bids.

From the Expected Date field, press Enter to display a list of master job bids.
Review the list of master job bids, as needed.
Position the cursor on a master job bid and use the Chg Orders hot key to display the Change Job Bid Review screen.
Review the following fields, as needed:

Customer – The name of the individual or company for whom the master job bid was created.
Master # – The number that identifies the master job bid for which these change orders were created.

Review the following, as needed:

Column	Description
Change Orders	A number that identifies a change order that is attached to the master job bid.
Sales $	The dollar amount generated from the sale of the products on the change order.
COGS	The total cost incurred for the products on the change order.
GP %	The percentage of the sales amount your company receives as profit, based on the cost of goods sold.
Stat	The commitment status of the change order. Valid values include: O (Open) C (Committed) Note: Canceled change orders do not display in this queue.
CommitDate	If the change order has a status of: O, this is the change order creation date. C, this is the date the change order was committed to the master job bid.

Review the change order totals for the Sales $, COGS, and GP % columns, as needed.
Review the master job bid totals for the Sales $, COGS, and GP % columns, as needed.

Ignore the Difference column. This is not applicable for change orders.

Press Esc to clear the screen.

More Options for Reviewing Change Orders

The Change Job Bid Review screen also offers these options:

To...	Use this hot key...
edit a selected open change order	Edit Order The Sales Order Entry Body screen displays. You must have the SOE.MASTER.BID.EDIT authorization key assigned to edit change orders.
edit a selected committed change order	Edit Order
review a selected change order	View Order The Sales Order Entry Body screen displays in view-only mode.
view other information about the change order	Chg View Reserved for future use.