Maintaining Job Bids

Use the Job Bid Maintenance screen when you need to manage multiple bids that are similar, such as when multiple customers are bidding on the same job. Once you create the named bid, you can associate sales or purchase orders with it.

You can display the screen from a menu. Also display the screen by entering New in the Job Bid Name field on a purchase order's Header screen, or on a sales order's Additional Header Information screen.

Once a bid is awarded, you can record the date and an award code that explains what happened. For example, an Underbid code indicates you lost the job to a lower bid. Create your own codes using the Valid Job Award Codes control maintenance record. After a bid is awarded, you can manage a large project using a Master Job Bid.

There are three tasks to maintaining job bids:

To create or maintain a job bid:

From the Files menu, select Job Bid.
In the Job/New field, do one of the following:

To search for an existing job bid, enter all or part of its name. Or, enter its number, preceded by a period (.). If more than one bid is found, display it by selecting it from the list.
To create a new bid, enter New.

Complete or review the following fields:

Field	Specifies...
Job/New	bid to search for. When found, displays the bid number.
Name	name. Enter a name that describes the job your customers are bidding on, such as Recreation Center Remodel.
Address	address for the job. Use up to two lines.
City	city. Enter the city or Zip code in this field, then select from a list if more than one match is found.
St	state. Entered automatically, based on city and Zip code.
Zip	Zip code.
Sort By	word or characters used to sort the bid in lists. For example, enter Rec to sort under the letter R.
Keywords	descriptive words used for searching, such as Rec Center.
Award Date	date bid was awarded. Enter a date to indicate the bid process is complete. Press F10 to use calendar.
Award Code	code word used to explain award status. For example, select Competitor to explain who was awarded the bid. Press F10 for list.
Internal Instructions	any internal notes about the bid. This information does not show on other screens or printed forms.

Use hot keys as needed:

To...	Use this hot key...
review a statistical listing of sales orders related to the job bid	Outstanding S/Os The Outstanding Job S/Os screen displays. Drill-down to edit orders.
to review a statistical listing of purchase orders related to the job bid	Outstanding P/Os The Outstanding Job P/Os screen displays. Drill-down to edit orders.
delete the current bid	Delete Confirm when prompted. Note: You cannot delete a job bid if it has open orders attached.

When you are finished, press Esc to save changes and exit.