Reviewing Outstanding Job Bids

Use the Outstanding Job S/Os and Outstanding Job P/Os screens to review all the orders related to a single Job Bid Maintenance project.

For example, if several of your customers are bidding on the same large job, these screens let you keep track of each customer and vendor bid. One screen tracks the sales order bids; another screen tracks the vendor purchase order bids. Both screens are available using hot keys from the Job Bid Maintenance screen.

Once a bid is awarded to a customer and vendor, you can indicate which companies won.

To review outstanding job bid orders:

From the Maintenance > Job Bid menu, select Job Bid Maintenance.

Create or open a job bid.
Use one of the options:

To list sales orders, select Edit >Outstanding S/Os to display the Outstanding Sales Order window.
To list purchase orders, select Edit >Outstanding P/Os to display the Outstanding Purchase Orders window.

Review the field information.

Field	Displays the...
Job Name	name and number of the job.
Bid Order #	transaction number for the order generation.
Customer	name of Bill-To customer or vendor.
Sales $	amount of the sale. This information is for outstanding sales orders only.
COGS	cost of goods sold. This information is for outstanding sales orders only.
GP %	gross profit percentage.
Awd	company awarded the bid, indicated by an asterisk. Use the Award Job hot key to place the asterisk.

More Options When Reviewing Outstanding Job Bids

The following options are available when you are viewing outstanding sales orders or purchase orders for a job bid.

To...	Use this option...
copy a bid for another customer	File > Copy Bid
open the selected bid for editing	File > Edit Bid
indicate that a company was awarded the bid	Award Job An asterisk displays in the selected Awd field.
create a new Ship-To account to use other shipping information	Create ShipTo You are asked to confirm, and the Customer Maintenance window opens, prefilled with information from the Bill-To customer account.