Use the Job Bid Tracking screen to manage your junior orders. From this central location, you can view all of the products and quantities that have been ordered or shipped, and how many are remaining.
To review a product on a junior order:
On 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.
Select Stock Products and press Enter to display the Job Bid Tracking screen.
Note: You can also select Lot Products, but since lot items always have a quantity of 1 (one), you will not receive much information, other that it has been ordered or shipped. For information about how to review the status of the materials in the lot item, see Reviewing Lot Item Materials on Master Job Bids.
Review the following information, as needed:
Column |
Description |
Current Order # |
A letter S followed by a series of numbers that identify the junior order. |
Master Job Bid |
The master job bid against which this junior order was entered. |
Product Description |
A description of each product on the master job bid. A double chevron (>>) indicates a negative remaining quantity or amount. |
QuoteQty |
The total quantity of the selected product the customer requested for this project. |
Ship Qty |
The quantity of the selected product that has shipped to the customer. |
Open Qty |
The quantity of the selected product on a junior bid or order. |
RemQty |
The quantity of the selected product yet to be ordered or shipped. |
UM |
The unit of measure used to order the product. |
Press Esc to return to the junior order on the Sales Order Entry Body screen.
More Options for Reviewing Junior Orders:
The Job Bid Tracking screen also offers these options:
To... |
Use this hot key... |
export the master job bid product information to an MS Excel spreadsheet |
Export The Export Column Selections screen displays. |
Select The Job Bid Product Selection screen displays. |
|
sort the list of products |
Sort Select one of the following from the list and press Enter:
|
View Select a column view from the list and press Enter. |
See Also:
Reviewing Junior Orders for a Master Job Bid