You can use the Job Bid Maintenance window to track numerous bids associated with a single project.
To do this, you create a named job bid. You can then associate individual orders with that job bid. You can associate either sales order bids for your customers, or purchase order bids to your vendors. Next, you can list all the associated orders of either type from the Job Bid Maintenance window.
If you have not already created a named job bid, you can display a blank Job Bid Maintenance window from an order. To do so, enter New in the Job Bid Name field on a purchase order's Header tab, or in a sales order's Additional Header Information window.
Choose one of the following instructions:
To associate a sales order with a job bid:
Open or create a sales order bid and display the order's Header tab.
From the Edit menu, select Additional Information to display the Additional Header Information window.
In the Job Bid Name field, enter the name or number of the job bid. If entering a number, precede it by a period (.). If prompted to copy this change to all open order generations, specify Yes.
Save your changes and exit the window to return to the bid's Header tab.
Complete the order as usual.
To associate a purchase order with a job bid:
Open or create a purchase order bid and display the order's Header tab.
In the Job Bid Name field, enter the name or number of the job bid. If entering a number, precede it with a period (.).
Complete the order as usual.
See Also: