Creating Master Job Bids

Master job bids are sales bids that are used to track all of the products used during the life of a project. The main difference between a master job bid and a regular sales bid is that the master job bid will never become an order. Instead, you will spawn junior orders from it. The system tracks the quantities so that you can easily determine how much remains to be done on the project.

You create a master job bid from a sales bid on the Job Maintenance screen. This screen contains all of the information you need to monitor the master job bid over the life of the project, as well as information about how to process invoices.

Note: Once you create the master job bid, you cannot change it, unless you have authorization.

This instruction includes the following topics:

To create a bid:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry Body screen.
If accessible, in the PrcBr field, enter the code that identifies the branch whose pricing matrix will be used to price the items on the order.
In the Ship To field, enter the customer.
If accessible, in the ReqrDate field, enter the date the customer anticipates completing the project.
Use the Mode hot key and select Bid from the selection list.
Enter all of the products needed to complete the project.

To enter lot items, see Entering Lot Items on Bids.

To change the bid to a master job bid:

From the displayed bid on the Sales Order Entry Body screen, use the Header hot key to display the Sales Order Entry Header screen.
Change information, as needed.
Use the Add'l hot key and then the Job Maintenance hot key to display the Job Maintenance screen.

In the Master Order field, enter Y.

Note: Leave the Junior for Master Order # field blank.

Complete the following fields, as needed:

Field	Description
Project Manager	The user ID of the person responsible for maintaining this master job bid project.
Project Status	The status of this master job bid project. These values are user-defined and are maintained in the Valid Master Job Bid Statuses control maintenance record. Note: This status displays along with the shipment status on the Sales Order Entry Status screen.
Follow-Up Date	The next date to review the master job bid. You can review master job bids by follow-up date on the Master Job Bid Review Queue screen.
Expected Date	The date by which the customer expects to finish the project.
Estimated Total Price	An estimate of the total amount the customer will pay if they order all of the products on the master job bid.
Estimated Total Cost	An estimate of the total amount you will pay the vendor if the customer orders all of the products on the master job bid.
Consolidated Invoicing	A method of printing invoices that combines the billings for several orders. To use this feature, enter Y; otherwise, enter N. For more information, see Printing Consolidated Invoices.
Allow Dup Type-SubType	Identifies whether to allow duplicate Type/Tags and SubtTypes when adding lot item materials to the master job bid. Enter Yes to allow duplicates; otherwise, enter No. For more information, see Type/Tag and SubType Concepts.

To add additional information to your products, use the View hot key, and do any of the following:

To identify...

From the list, select...

cost codes

Cost Code to display the Cost Code column.

See Adding Cost Codes to Products for more information.

Tag Types and SubTypes

Tag Type & SubType to display the B/O, Tag Type, and SubTyp columns.

See Adding Tag Types and SubTypes to Stock Items for more information.

When you are finished working with the order, press Esc to re-display the Sales Order Entry Header screen.

Verify that the shipping address is correct. If it is not, press the up arrow key and, in the Ship To field, enter the new address information.

Press Esc to save the information and display the Sales Order Entry Status screen.

Verify that the status is Bid – <your user-defined status>.

Press Esc to save the bid and exit the screen.