Unless you have authorization, you cannot edit master job bids. Instead, create a change order. You can increase or decrease product quantities, add or remove products, or make other needed changes. By creating a change order, you can see all updates made to the master job bid. You can also send change orders to the customer for approval before committing them to the master.
When you create a change order, the system updates the information on the Sales Order Entry Header screen to match the information on the master job bid.
Note: The only way to sever the link between a change order and a master job bid is to cancel the change order and re-enter it as a regular sales order.
To create a change order for stock items:
Display the character-based system.
Note: The Master Job Bids functionality has not been incorporated into Solar Eclipse as of this release.
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.
Review the products, as needed.
In the OrderQty field, enter the amount of a selected product the customer wants to increase or decrease. A minus sign (–) preceding the number indicates a negative quantity.
If a product is preceded by the Greek letter Φ (Phi), this is a dependent item. You cannot launch dependent items.
Note: To only add new products to the master job bid, you can skip this step.
Use the ChgOrd hot key to create a change order on the Sales Order Entry Body screen.
Add or remove products, as needed.
Press Esc to display the Sales Order Entry Status screen.
Note: The system stores the order as a bid. You cannot commit the change order to stock quantities at this point.
To print the bid or e-mail or fax it to the customer, in the Print field, enter Y (Yes Print), E (E-mail) or F (Fax).
If you select F, the Fax Memo screen displays. See Sending Faxes for more information.
Note: The e-mail option displays only if you have an e-mail address set up on the first line of the E-mail Address section of the Internet Information Maintenance screen within Customer Maintenance or Vendor Maintenance.
Press Esc to exit the screen.
The system does not update the quantities at this point. See Committing Change Orders for more information.
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