Reviewing Junior Order Products

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:

  1. Create or open a junior order.

  2. 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.

  3. 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.

  1. 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.

  1. 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.

filter the list of products

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:

  • Description – Sorts the products by product description.

  • Cost Code – Sorts the products by cost code.

view additional information about the products

View

Select a column view from the list and press Enter.

See Also:

Junior Orders Overview

Reviewing Junior Orders for a Master Job Bid

Creating Junior Orders for Lot Items

Creating Junior Orders for Stock Items