The Job Bid Subtotal Maintenance window lets you group and sort the products on a sales order bid, and also display subtotals for each group. From this screen, you can:
Group order items into subtotal groups.
Manipulate subtotal groups; for example, to change shipping date or status.
Get a vendor bid for a particular group.
Procure subtotal group items.
Select a subtotal group and override the pricing of the products in that group.
There are numerous reasons and ways to override the pricing of a subtotal group on a sales order bid. For example, if a vendor gives you a price break on the cost of a particular price line of products, you can pass the price break along to the customer so the bid is more competitive. You can override prices by editing field values or price formulas. You can also automatically copy the overridden pricing directly to a vendor's purchase order bid. When working with Master Job Bids, you can group by cost code, then quickly manipulate prices for all products in that cost code.
To subtotal and/or reprice a job bid:
Create or open a sales order and display the order's Body tab.
From the Edit Order menu, select Pricing to display the Order Pricing Override window.
From the Edit menu, select Job Subtotals to display the Job Bid Subtotal Maintenance window.
From the View > Grouping menu, select a subtotal sort option. This lets you group the order items by Sell Group, Price Line, and so on. Once items are grouped, you can edit the items as a group (to change prices, for example). The Subtotal Group column displays the named groups.
Note: If an item is assigned to more than one sell group in Product Maintenance, only the first sell group displays.
If you want to change prices, edit one or more of these fields:
Field | Displays each group's... |
Sales $ | total dollar amount. Edit field to change the GP % accordingly. |
COGS $ or | total cost of goods sold (COGS) or total cost dollar amount. Field displays asterisks instead of COGS for users without COGS.VIEW authorization. Use the View > Change View menu to toggle the display of the COGS $ or Cost $ fields. Edit a field to change the GP % accordingly. Note: You can also choose the Weight / Load Factor view. |
GP % | total gross profit percentage. Edit field to change Sales $. Note: The system compares the price entered to the price specified in the Minimum Sell PriceBasis field in Sell Price Maintenance. You cannot change the price to below this basis unless assigned the SOE.MIN.SELL.PRICE authorization key. |
Basis | price basis, used to calculate prices. Press F10 for list. |
Formula | pricing formula used with the specified basis to calculate a new Sales $ amount. |
Note: If you want to specify one order generation for subtotaling or All Ship Dates, enter a date in the Ship Date field.
Use the Distribution Method field to determine how your price changes are distributed to the individual products within the affected group. Press F10 and choose:
Flat GP to change each item's price by the same percentage.
Weighted Avg to change each item's price proportionally, so the new dollar amount remains the same percentage of the total amount.
Use the following menu options, as needed.
To... | Use this menu option... |
view a statistical listing of items within a group | View > View Items |
get a price quote from a vendor | File > Copy to Purchase Order You are prompted to enter a ship-from vendor and specify a COGS copy option. The Purchase Order Entry Header window displays. |
specify a new required date and ship date, ship branch, and order status for a group | Edit > Order Status |
open the Subtotal Group Procurement window | Edit > Procure Items |
open the Delete Line Items window | File > Delete Specify a range of line items to remove from the group, or press F10 to open a Line Item Selection window. |
Exit the window to return to the Order Pricing Override window.
See Also: