A master job bid is a bid that encompasses all of the products needed to complete a project or job. Master job bids work like lot billing bids, only on a much larger scale. In fact, master job bids can contain multiple lot items, along with both stock and nonstock items. For a high-level explanation of master job bids, see the Master Job Bids Overview.
Creating a master job bid is similar to creating a regular sales bid, with the exception that once you designate the order as a master job bid, it can never have any other status, other than Canceled.
The master job bid serves as a mini-inventory of all of the products needed to complete a project. The system will never commit any products on the master job bid. To order products, you launch a junior order. To change any products or quantities, launch a change order. Authorized users can edit the master job bid directly, but be aware that the system does not track those changes.
Master job bids can include lot items. Lot billing orders are similar to master job bids in that you can use either to manage ongoing multiple shipment projects.
Lot Billing orders have some unique advantages. You can assign each individual material its own price, or you can price all of the materials as part of a lump sum at the lot item level. You can choose any one of three invoicing methods, which can help you to remain profitable throughout the project. The Lot Billing application also provides several logs, ledgers, and reports to help you monitor project progress.
If you decide to include lot items in your master job bids, be aware of these conceptual differences from normal Lot Billing and Master Job Bid behavior:
A master job bid can include numerous lot items, each on the same generation as the stock products on the master job bid. Under normal circumstances, lot items must be on separate generations.
When you create a junior order for a lot item, you cannot include stock items from the master job bid on that order. Under normal circumstances, you can add stock generations to lot items.
You cannot separate quantities of lot item materials onto separate orders, unlike other master job bid products, which can have quantities of the same product on multiple orders. Each lot item can exist only on a single order, however, that order can have multiple shipment generations.
When launching junior or change orders from Job Bid Tracking, you work only with the products on a single lot item.
Alternate column views in Job Bid Tracking are limited to the Prices and Costs views.
Cost codes do not apply to lot items, however, you can enter Tag Types and SubTypes for them.
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