The system provides five methods for monitoring your master job bids.
Use either of the following screens to view summary information for each order, and to drill down into the order itself to view or edit details:
Use either of the following screens to monitor the progress of the master job bid toward completion:
In addition, you can view any changes made to the master job bid, including lot items, on the Master Job Bid Log Viewing screen, and any changes made to lot item materials on the Lot Billing Change Log screen.
Use the Master Job Bid Review Queue to list the master job bids for a specific project manager or customer. You can further limit the number of records that display by entering additional selection criteria, such as dates and project status information.
If the master job bid has junior orders or change orders entered against it, the system highlights the corresponding hot keys to alert you to them.
The Junior Job Bid Review screen lists all of the junior orders entered against the master job bid. You can view extensive summary totals and the progress of each junior order, and drill-down into the order to view or edit details.
Use the Job Bid Tracking screen to view the status of the products on the bid along with their quantities. You can either view stock products or lot items. The screen shows the quoted quantities for each product, along with the amount that has shipped to the customer, the amount committed to the job bid, and the amount of the quoted quantity that remains unshipped and uncommitted.
When you view lot items, you will see only the placeholder product. To view the list of materials on that lot item, you must access the Lot Job Bid Tracking screen within the Lot Billing application. This screen is accessible only from a master job bid, junior order, or change order.
Use the Job Bid Totals Summary screen to view all sales and purchases made against a master job bid. The screen lists original and actual dollar amounts, and displays all junior orders associated with the master job bid, along with their totals.
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.
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