Updating Project Statuses

As you progress through the different stages of a project, you may want to keep track of them by changing the project status. All project statuses are defined by your company using the Valid Master Job Bid Statuses control maintenance record, so you can customize them to meet your needs.

To update the status of a master job bid:

Open a master job bid.
From 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 Project Status field, enter the new status of the project.

For example, if you are going to enter your first junior order against the master job bid, change the status to In Process or something similar.

Note: Project statuses are user-defined, so you may not have the suggested status in your selection list.

Change other information, as needed:

Field	Description
Project Manager	The user ID of the person responsible for maintaining this master job bid project.
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.
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.

Press Esc to save the information and exit the screen. Press Esc repeatedly until you return to the Sales Order Entry Body screen.
When you are finished working with the order, press Esc to display the Sales Order Entry Status screen.

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

Press Esc to exit the screen.