Tracking Project Progress

Use the Job Bid Tracking screen to track the status of the products on your master job bid. From this central location, you can view all of the products and quantities needed over the life of your job, along with information about how many quantities have been ordered or shipped, and how many are remaining.

To review a product on a master job bid:

Create or open a master job bid.
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 master job bid.
Junior Order(s)	A junior order that was entered against this master job bid. This number may change based on the product upon which the cursor is positioned.
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 the junior bid.
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 master job bid on the Sales Order Entry Body screen.

More Options for Reviewing Master Job Bids:

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.
edit a junior order attached to this master job bid	Edit Order The order displays on the Sales Order Entry Body screen. If more than one junior order has been entered against this master job bid, a selection list displays first. Select the order to edit and press Enter. Note: You must have the SOE.MASTER.BID.EDIT authorization key assigned to edit junior order.
view a junior order attached to this master job bid	View Order The order displays on the Sales Order Entry Body screen in view-only mode. If more than one junior order has been entered against this master job bid, a selection list displays first. Select the order to edit and press Enter.