The Master Job Bid Progress Report shows what progress has been made toward billing and delivering the products on a master job bid (MJB). The report displays the original price along with the effect of change orders on the current price, and compares the projected billings to the actual invoice totals. If you select Detail mode, it also displays all of the invoices generated for the MJB.
This report can be run in stand-alone mode or from within the Master Job Bid Review Queue. If you run the stand-alone version, you can choose a set of MJBs on which to report, based on the customer, the project status, the expected completion date, or a followup date. The queue version can be run for a selected MJB only.
This instruction shows how to run the progress report for:
To run the progress report for multiple job bids:
Display the character-based system.
Note: The Master Job Bids functionality has not been incorporated into Solar Eclipse as of this release.
From the Files > Job Bid menu, select Master Job Bid Progress Report to display the Master Job Bid Progress Report screen.
Complete any of the following fields, as needed:
Field | Description |
Project Manager | The name of the person who monitors the MJBs for which to view progress. |
Customer | The name of the individual or company for whom the MJB was created. |
Project Status | The status of the MJB projects. Statuses are user-defined. |
Follow Up Date | The next date to review the MJB. |
Expected Date | The date the customer expects to complete the projects or jobs. |
Detail/Summary | The level of detail to display on the report. Select one of the following values:
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The system generates each master job bid on a separate report.
To run the progress report for a single 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.
Position the cursor on the MJB for which to run the report and use the Progress Report hot key to display the Single Master Job Bid Progress Report screen.
Note: You can also access this report from the Files > Job Bid menu by selecting Single Master Job Bid Progress Report.
In the Master Job Bid field, enter the master job bid's sales order ID number, if needed.
If you are running the report from the Master Job Bid Review Queue screen, the system populates this field with the sales order number for the MJB you selected in step 3.
In the Detail/Summary field, select one of the following values:
Detail – In addition to the summary information, displays all of the invoices generated for the MJB.
Summary – Displays the original price along with the effect of change orders on the current price, and compares the projected billings to the actual invoice totals.
See Also: