After one-off BOM customization is completed (see previous chapter), the quote must be converted into a sales order in order to drive job generation. The following steps must be performed.
Finalize the Job Days allocation
If the one-off BOM routing was inherited from a model BOM and was not modified, you can skip this step. If the BOM routing was modified or created from scratch, the one-off item’s Job Days allocation should be updated to reflect the routing details.
•Go to the Routing tab in the one-off BOM and click the Job Days Inquiry button. This will give you a Calculated Job Days derived from current routing and work center settings. Go to the Stock Items screen, Detail tab, MRP sub-tab, and update the one-off item’s Job Days allocation.
Enter line notes if needed for custom manufacturing instructions
If you wish to transfer custom manufacturing instructions to the CTO job, go to the quote Details tab, select the one-off line item, click the Notes side-tab, then enter those instructions in the Line Notes panel. When a CTO job gets generated, those notes will be passed into the job header notes.
Enter invoice notes, if applicable
If you wish to add notes to the one-off line item for printing on the invoice, go to the quote Details tab, select the one-off line item, click the Notes side-tab, then enter freeform text in the Invoice Notes panel.
Finalize the selling price
The one-off item inherits the selling price of the model BOM parent. If the price is not subject to change, you can skip this step. Otherwise go to the Cost Rollup screen, select the one-off item, then click the Single Rollup button to perform a cost rollup.
Manually calculate an appropriate margin against the Est Cost to establish the desired selling price. Enter the selling price in the Price field within the quote against the one-off line item.
Confirm the price with the customer
If necessary, from within the Quotes screen, click the Quote button to Email the quote to the customer for order confirmation.
Convert the quote to a sales order
Once the order is confirmed by the customer, go to the Quotes screen, select the quote, and click the Convert button. When conversion is completed, you are asked if you wish to view the sales order. We suggest you examine the sales order for a final review prior to job conversion. The sales order line Required date was updated during conversion based on the Required Date – To Order M Items setting in the Sales Order Defaults screen.
