Requirements appear when a bid becomes a job - Material Timeline and Procurement Scheduling - Conduit Help
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Material Timeline and Procurement Scheduling

Requirements appear when a bid becomes a job

Lesson 5 of 9 · Purchase Orders & Vendors

Converting an accepted bid to a job seeds a material requirement for every material line on the bid. Labor lines (service items, or anything priced by the hour) and the generated travel line are skipped on purpose: they are billed, not ordered. If the same item appears in two sections of a sectioned bid, the quantities are summed into one requirement.

  1. Convert the accepted Harper bid to a job, confirming the proposed schedule when the dialog asks.
  2. Review the four material requirements the conversion seeded below the bid. The 16-hour labor line and the travel line were not seeded.

Bid conversion: converting an accepted bid creates the job and seeds one material requirement per material line, skipping labor and travel.