As you progress through the different stages of a project, you may want to keep track of them by changing the project status. All project statuses are defined by your company using the Valid Master Job Bid Statuses control maintenance record, so you can customize them to meet your needs.
To update the status of a master job bid:
Display the character-based system.
Note: The Master Job Bids functionality has not been incorporated into Solar Eclipse as of this release.
Open a master job bid.
From the Sales Order Entry Body screen, use the Header hot key to display the Sales Order Entry Header screen.
Change information, as needed.
Use the Add'l hot key, and then the Job Maintenance hot key to display the Job Maintenance screen.
In the Project Status field, enter the new status of the project.
For example, if you are going to enter your first junior order against the master job bid, change the status to In Process or something similar.
Note: Project statuses are user-defined, so you may not have the suggested status in your selection list.
Change other information, as needed:
Field | Description |
Consolidated Invoicing | A method of printing invoices that combines the billing for several orders. To use this feature, enter Y; otherwise, enter N. |
Allow Dup Type - SubType | Identifies whether to allow duplicate Tag Types and SubTypes when adding lot item materials to the master job bid. To allow duplicates, enter Yes; otherwise, enter No. |
Project Manager | User ID of the person responsible for maintaining this master job bid project. |
Follow-Up Date | The next date to review this master job bid project. |
Expected Date | The date the customer anticipates completing this project. |
Archived | Indicates whether the master job bid project has been archived. If the Archive MJBs When Junior Orders Are Completed control maintenance record is set to Y, the system populates this field. To archive a project manually, enter Y, otherwise, leave the N in the field. |
Press Esc to save the information and exit the screen. Press Esc repeatedly until you return to the Sales Order Entry Body screen.
When you are finished working with the order, press Esc to display the Sales Order Entry Status screen.
Verify that the status is Bid-<your new user-defined status>.
Press Esc to exit the screen.
See Also: