Bidding and Estimating a Sales Contract—Exercises
Required Data
Adding Line and Items to a Sales Contract
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
General exercise for
Adding Lines and Items to a Contract
Main Exercise
Purpose: The purpose of these exercises is to
show you how the bidding and estimating is done on a sales contract.
Windows:
Sales Contract
- Open the
Sales
Contract window and and query for your contract. The contract needs to
be in the Enquiry state.
- Right click
on the contract and point to the Bid Status menu option. Select
Bid.
- Observe that the Bid Status
field on the
General tab will be updated with the Decided to
Bid status.
- Open the
Sales
Contract window and and query for your contract. The contract should not be awarded.
-
Right click on the contract and point to the Bid
Status menu option. Select Bid.
- In the
No Bid Information dialog
box, enter a Reason ID for deciding not to bid. You can also select
from the pre-defined reasons by clicking on the List button.
- Enter an additional note if necessary in the
Note field.
- Click OK.
- Observe that the Bid Status field on the
General tab will be updated with the Decided Not To Bid status.
- Open the
Sales
Contract window and and query for your contract. The contract needs to
be in the Enquiry state.
- Right click on the contract and point to the
Status
menu option. Select Estimate.
- Observe
that the Status field on the sales contract header will be updated
with Estimated.