SOE Bid Parameters

The following control maintenance records belong to the SOE (Sales Order Entry) category and apply to bid parameters.

Bid Date To Order Date

For each branch, indicate whether the bid date changes to the date the bid became an order when a bid converts to an order.

Consolidate Line Items When Opening A Bid

For each branch, indicate whether to allow users to consolidate multiple identical line items to a single line item when converting bids to open orders.

Options	Yes - When identical line items (line items that have a common Part Number, Ship Branch, Price, Cost, and COGS) exist, the system prompts the user to consolidate the line items. No - When identical line items exist, the system does not prompt the user to consolidate them.
Outcome of setting this control record	When users change the status of a bid to any open status, the system checks whether the functionality in this record is enabled for the shipping branch on the order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Miscellaneous charge items, lot items, and detail lots do not consolidate. Bid quantities that have locations defined retain those location assignments through the consolidation process. Attached comments follow consolidated quantities. Subtotal lines on the bid generations are deleted when consolidating. On generations with expired pricing, all prices and costs are considered to be identical.

CRM Activity Types

Manage the Customer Relationship Management questionnaire information used for site visits. These standardized questions or prompts allow users to gather important information that can assist in pursuing job opportunities.

Duplicate Bid Days To Check

Specify the number of days prior to an order date for which the system checks bids for duplicate items.

Options	Any number of days between 0 and 99999.
Outcome of setting this control record	The system checks for duplicates on bids entered in the past number of days you enter here when a user adds an item to the bid. The system does not check items for duplicates when the user converts a bid to an order.
Default Value(s)	The system includes all bids with an order date later than the order date of the item that was just entered in the duplicate check.
Example(s)	I you enter 1, the system only checks bids that have an order date that is the same as the order date of the item that was just entered. If you enter 30, the system checks bids that have an order date that is the same as the order date of the item that was just entered and bids that have an order date that fall within the previous 29 days.
Dependencies	If the Duplicate Order Checkcontrol maintenance record is set to No, the system does not use this record. If the Duplicate Order Checkcontrol maintenance record is set to Yes, the system checks bids whose order date falls within the specified number of days prior to and including the order date for the item entered. Convert all existing bids to orders or cancel them before setting this record to Yes.
Action if set to Null	If you enter zero (0) or leave this record blank, the system does not check bids for the item being entered on the order.
Additional Information	Products with a LotItem status do not trigger a check for duplicates.

Follow Up Bid At Order Entry Close

You can set the Eclipse system to prompt you to enter information to follow up on a bid. You have the option to continue the previous process of navigating to the Bid Follow Up window to enter information.

With the system set to automatically remind you to enter the bid information before you close the order window, you ensure accurate follow-up data and save data entry steps. The process works for the Sales Order, Purchase Order, and Transfer Order windows. More:

Options	From the Follow Up Bid At Order Entry Close list box, select: N - No: There is no system message to remind you to enter bid follow-up information. You navigate to the bid follow-up option to make an entry. F – Force: The system displays a message to prompt you to enter the bid follow-up information. You are required to make an entry. You cannot leave the Sales Order Entry window until you enter the bid follow-up information or get a supervisor to enter override credentials. P - Prompt: The system displays a message to prompt you to enter the bid follow-up information. You are not required to make an entry. You can select No at the prompt and exit the Sales Order Entry window without entering the bid follow-up information.
Outcome of setting this control record	Your Options When the Control Record is Set to Prompt When working on a bid in Sales Order Entry and you select to close the window, the system displays the message, "Would you like to follow up Bid(s)?" Choose Yes or No. No - The Sales Order Entry window closes. Yes - Enter the bid follow-up. The system displays either the Bid Follow Up entry box or the bid selection box if there are multiple bids on the order. The process of entering a bid follow-up is the same and has not changed. Responses When the Control Record is Set to Force When working on a bid in Sales Order Entry and you select to close the window, you can take the following actions: Enter the bid follow-up. The system may display a bid selection box or the Bid Follow Up entry box. The process of entering a bid follow-up is the same and has not changed. When there are multiple bids on the order, the system displays the selection box to choose the bid follow-up to work on. All required bids need to have bid follow-up information entered. If you do not enter information for all required bids you are brought back to the Bid Follow Up box or the bid selection box. Click to close the bid selection box or the Bid Follow Up entry box - If you attempt to close either box, the bid entry box, or the bid selection box, the system displays the message, "Do you want to close Order Entry without following up all bids?" Choose Yes or No. No - Selecting No returns you to the previous screen to begin to enter a bid follow-up. This process is the same and has not changed. All required bids need to have bid follow-up information entered. If you do not enter information for all required bids you are brought back to the Bid Follow Up box or the bid selection box. Yes - This requires authorization to override the requirement to enter a bid follow-up (refer to new Auth Key SOE.BID.FLWUP.BYPASS). The system displays the Authorization box to enter appropriate credentials. You can select Cancel to return to the message box. You can also request remote authorization.
Default Value(s)	The default is set to N.
Dependencies	Apply the authorization key SOE.BID.FLWUP.BYPASS to not require or request individual users to enter bid follow-up information. When you close the sales window, the system does not prompt you or force you to enter bid follow-up information when you have this authorization key. Apply the authorization key SOE.BID.FLWUP.OVRD to require a manager override when you force the bid follow-up entry. When you attempt to you close the sales window with the system set to force you to enter bid follow-up information, and this authorization key is applied, the system displays the manager authorization pop-up window.
Additional Information	The process works for the Sales Order, Purchase Order, and Transfer Order windows.

Number Of Days Before Bid Pricing Expires

Enter the number of days after the order date to display a warning that a bid's pricing has expired.

Opportunity Lost Reasons

A list of reasons a job opportunity was lost, such as Bid too expensive or Work schedule inflexible. This is a free-form field.

Opportunity Sources

A list of sources from which your opportunities have come, such as Trade show contact or Internet search. This is a free-form field.

Opportunity Stages

The stages at which the job can be, such as Job Submitted or Prospect. This is a free-form field.

Opportunity Win Confidence Values

The win confidence levels you want to use to determine how certain you are of winning a job, such as Very High or Minimal. This is a free-form field.

Sort Bids In Fast Select From Newest To Oldest

Indicate whether the system sorts bids from newest to oldest when you select view bids in sales order entry. List the newest bids first so they are easier to find and open. The default is No.

Valid Master Job Bid Statuses

Enter valid statuses for master job bids. Enter choices such as Pre Quote, In Process, or other statuses that make sense for your company.

Options	The following columns display for entry: Activity Description - The event for which you are creating a document, such as First Site Visit. Category - The area for which you are creating the document, such as Consulting. Work Area - The area of the application the document applies, such as File Maintenance. Sub Area - An additional categorization of the document as it pertains to the Work Area, such as Tracking Log. Form Questions - Click the button to display the question entry window.
Outcome of setting this control record	The same questions for a document are asked by each site manager or bidder. These questions are used in Eclipse Mobile, Customer Activity Log, and CRS Add Activity.
Default Value(s)	None.
Action if set to Null	None.

Options	Any status that makes sense to your company. This is a free-form text field.
Outcome of setting this control record	The statuses you enter here are available on the order's Job Maintenance window, where you specify the status for the master order. The entries are also available as selection options in the Master Job Bid Review Queue. The project status also displays on the master order's Status window, following the order status.
Default Value(s)	Blank
Action if set to Null	The only status available is Closed. The Closed status is always available as a choice
Additional Information	For more information about how the statuses are used for a master job bid, see Updating Project Statuses in the.

SOE Bid Parameters Control Maintenance Records