Proposal has just been awarded or have signed contract from customer
Pre-Booking - Daniel
Objective is to match library items with line items to “clean up bid”.
Step 1 : Enter QPE and find BID #
Open the bid and click "Edit Bid". Go to "Line Items" tab.
Step 2: Editing Bid
PM/CSC: You are responsible for editing line items and entering real products in preparation to create purchase orders.
Right click on main material line (blue line); line items spreadsheet will appear.
Edit the bid with clarity and accuracy. Pull as many materials from library that you can, if material is not in library request purchasing/library manager to add it for you.
Verify quantities, units of measure, price and taxes of each line item. Stock items will be pulled from stock at time of work order release (stock inventory levels will be tracked and always available).
Using library and changing line items:
Highlight line you want to change, click on column header “ITEM”. This screen will appear:
Select Roll OR Non-Roll at the bottom, then CLICK DROP DOWN ARROW; DO NOTE USE “ITEM #” BUTTON.
Your library will appear. Select the material you need.
After pulling in line items, the item column will be filled letting you know it relates to a specific library item.
NOTE: after making changes, pay special attention to “COST” and “TYPE” columns, remember M – resilient jobs and C – carpet jobs
Step 6: Creating Internal Office Communication for PO
PM/CSC must complete this step.
PM/CSC must add an Internal Office Communication (IOC) note that references Purchase Orders and the appropriate SHIP TO address. This step is used by Purchasing to make sure materials get to where they need to go.
Select “IOC” at the bottom left of QPE.
Click the “TYPE” drop down menu and select “PO”. In text field type SHIP TO: and the address (whether its Columbus, Toledo, Pittsburgh OR job site).
