Creating Junior Orders for Stock Items

After you create your master job bid for the project and the customer approves the quote, you can begin launching junior orders from it. Because you have already identified the products and quantities needed, creating a junior order is a simple process. You use the Job Bid Tracking screen to enter the quantities to order, and then launch a new sales order. The system populates the order with the products and quantities you selected, so all you have to do is complete the order as usual.

When you create a junior order, the system updates the information on the Sales Order Entry Header screen to match the information on the master job bid. The only way to sever the link between a junior order and a master job bid is to cancel the junior order and re-enter it as a regular sales order.

Note: The Change Both COGS And COMM-COST On Override and the Direct COGS Always Vendor Price control maintenance record settings do not apply to junior orders.

To create a junior order for stock items:

  1. Create or open a master job bid.

  2. If this is the first junior order generated from this master job bid, update the project status.

  3. From the Sales Order Entry Body screen, use the Mode hot key, select Job Bid Tracking from the list, and press Enter to display the Select Product Type selection list.

  4. Select Stock Products and press Enter to display the Job Bid Tracking screen.

  5. Review the products, as needed.

  6. In the OrderQty field, enter the amount of a selected product to purchase.

Depending on your system setup, the system may warn you if the total cost of the items you order exceeds the total estimated cost on the master job bid.

  1. Do one of the following:

To create a...

Use this hot key...

sales order bid

Create New

The Sales Order Entry Body screen displays in Bid mode.

direct ship order

Dir

The Purchase Order Entry Header screen displays.

  1. Complete the bid or direct order and press Esc to return to the Job Bid Tracking screen.

The system recalculates the product quantities based on your selection. If you selected Create New, the ordered amount displays in the Open Qty field. If you selected Dir, the ordered amount displays in the Ship Qty field. If you did not order the entire quoted amount, the remaining quoted quantity displays in the RemQty field.

  1. Press Esc to return to the master job bid on the Sales Order Entry Body screen.

  2. When you are finished working with the order, press Esc to display the Sales Order Entry Status screen.

Verify that the status reflects your project status, for example, Bid-In Process. If the status is not correct, use the Body hot key and see Updating Project Statuses.

  1. Press Esc to exit the screen.

See Also:

Junior Orders Overview

Creating Junior Orders for Lot Items