| Job
Management features include:
Simple job entry system - A Front-End Job
Entry system allows the distributor to create contractor projects
from a single interface point. A job to be started with a minimum
of required data elements. Since a small portion of the jobs
will actually result in awarded business, it is not necessary
for the user to enter a great deal of information. Each unique
job will be identified with as user-specified Job Identifier.
This is an alpha-numeric field specified by the distributor
to uniquely identify each job. Additional descriptive fields
will be available to provide expanded information about each
job. The system will generate a unique quote number that will
be an alternative way of accessing the job.
Entry of lot-priced groups of line items -
Since the prices quoted to customers may be “lot”
priced, the user can select certain line items and manipulate
these lines as a set. Alternatively, the system can track which
line items were selected when a lot price operation was done
so that the user does not have to keep track of which line items
were selected.
Vendor quoting - The job management system
allows vendor quotes to be solicited. There may be several vendors
involved in a given job, so the system keeps track of the list
of vendors at the line item level. A given vendor may provide
cost quotes on the entire list of products or just part of the
list.
Job release to purchasing/ordering –
This creates a scheduled release for a job where the vendor’s
shipments are direct order shipments to the contractor (customer).
The system tracks multiple purchase orders back to the original
job for billing and full item, quantity, and cost.
Change order processing - The distributor
can make changes to the job, by making specific line item changes
or creating a revision, at any time. However, the distributor
may elect to change the job using a more formal “change
order process”.
Job inquiry and analysis - This allows jobs
to be located using different selection criteria and then most
of the information for a given job can be displayed in inquiry
mode. The sales orders and purchase orders that were created
from a given job can be easily identified and viewed. |