To convert a bid into an order:Converting a bid into an order prevents you from having to retype all of the order information. When converting a bid into an order, the order generation retains the print style that is initially assigned to the bid, instead of defaulting to the print style defined in the customer record.
Use the Recalculate COGS And COMM-COST When Changing Bid To Open Order control maintenance record if you want the system to recalculate the cost of goods sold (COGS) and the commissions cost (COMM-COST) that were not manually overridden when a bid is changes to an open order generation. Costs that are manually overridden retain their cost calculation.
In order to convert a bid with expired pricing, you must be assigned both the SOE.BID.APPRV.EXPIRED and the SOE.REPRICE.BID.SELL.PRC authorization keys in addition to the usual SOE.BID.COST.EDIT and SOE.COST.EDIT authorization keys. If you do not have these authorization keys listed here and try to convert a bid with expired pricing, the system prompt you to select one of the following:
Abort Operation – Cancels the conversion completely.
Reprice Bid – Reprices both sell prices and COGS prices on the bid and creates an order with current pricing structures.
Authorize Use of Expired Pricing – Prompts for a user name and password of a user assigned the SOE.BID.APPRV.EXPIRED authorization key to continue, and then the system uses the expired pricing for all items and creates an order.
To convert a bid into an order:
From the Orders menu, select Sales Order Entry.
Open the bid, and enter any products needed.
Display the order's Status screen.
In the Order Status field, enter the appropriate order status code for each order generation. For example, change the bid's B order status to an A for Ship When Available.
Press Esc to process the converted order. You may be prompted to reprice items, depending on whether the bid's pricing has expired.
Note: Run the Unconverted Bids Report to list bids that have not been converted into orders. Use this report to identify old or "stale" bids that you may want to delete.
You can also convert a bid using the following methods, if desired:
Use the Detail Scheduling screen, which is accessible using the Detail Scheduling hot key on the Status screen. The Detail Scheduling screen lets you simultaneously change the status of all products in a generation.
Use the Mode hot key on the bid's Body screen. For example, you can change order modes to change a Bid mode into a Direct Shipment from Vendor. This method is used frequently when converting a lot item bid into an order.
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