Maintaining Job Bids

Use the Job Bid Maintenance window when you need to manage multiple bids that are similar, such as when multiple customers are bidding on the same job. After you create the named bid, you can associate sales or purchase orders with it.

You can display the window from a menu. Also display the screen by entering New in the Job Bid Name field on a purchase order's Header screen, or on a sales order's Additional Header Information window.

After a bid is awarded, you can record the date and an award code that explains what happened. For example, an Underbid code indicates you lost the job to a lower bid. Create your own codes using the Valid Job Award Codescontrol maintenance record. After a bid is awarded, you can manage a large project using a Master Job Bid.

There are three tasks to maintaining job bids:

• Creating or maintaining job bids

• Associating sales orders with job bids

• Reviewing outstanding job bids

To create or maintain a job bid:

1. From the Maintenance > Job Bid menu, select Job Bid Maintenanceto display the Job Bid Maintenance window.

2. In the Job Bid Name field, do one of the following:

• To search for an existing job bid, enter all or part of its name. Or, enter its number, preceded by a period (.). If more than one bid is found, display it by selecting it from the list.

• To create a new bid, click New and enter the ID for the job.

4. In the Address area, complete or review the address fields:

   Field	Description
   Address	Enter the physical address for the job for the job opportunity, up to two lines.
   City	Enter the city or zip code in this field for the job opportunity, then select from a list if more than one match is found.
   State	The state for the job opportunity, entered automatically based on city and zip code.
   Zip	Zip code for the city for the job opportunity.

5. In the bottom portion of the window, use the Customer tab to enter customer details about the job opportunity.

   Field	Description
   View All	Select to view all customers.
   Decision Maker	Enter the user name for the person making decisions on the job opportunity.
   Customer Notes	Include any customer-specific notes, such as a secondary decision maker.
   Contacts	Enter all customer contacts for the bid.
   Bid/Orders	Displays any bid or orders already in the system for this customer, including ship dates and statuses.

6. Use the Vendors tab to view vendor purchase order details already in the system.

7. Enter any sales opportunities, as needed.

8. Save your changes and exit the window.

More Options in Job Bid Maintenance

The following options are also available in Job Bid Maintenance:

See Also:

Associating Sales Orders with Job Bids

Reviewing Outstanding Job Bids

Subtotaling and Repricing Job Bids