Support Suite

After acquiring the price from Square D follow the steps below:

1. Screenshot or print out the quote from e-way.

2. Create the ticket with each item broken out.

Create a “bogus” part # for things like panel interiors. Use the basic info – NF MB Panel, I-Line MLO Interior, etc… In the description note the panel designations. Manually change the descriptions for the box & trim as well to help clarify for the AP/Billing.

Lot Price: Remove the system loaded pricing for all the items that need to be billed under the lot cost. The “MFG” code must match the “lotprice MFG” code. Insert the lot cost, and add my markup. If there’s multiple manufacturers with lot prices on the same ticket repeat the process making sure the “MFG” codes are tied to the correct lot price “MFG” code. If awarded the project, convert the Savance quote into an order, and the PO is automatically created.

Add the Q2C # to the ticket & PO for reference purposes, double check the PO amount, and convert the RFQ to a PO. Add the PO # to e-way when you convert. The Savance PO is for your billing only.

Now that the order has been placed, wait until the material is shipped. Once the invoice is received from Square D, open the PO and receiver.

Mark the items on the invoice and post as delivered.

Go back to the ticket from links tab on the purchase order.

Go to the shipper under the status tab.

Select “Transactions/Lots” from the “views” drop down.

Under “Type” there’s a “lot price” tab.

There will be a breakout of all lot prices associated with the ticket. Double click the lot price for SQD.

Take the invoice cost from SQD and input it into the cost field. Your sell price will be calculated based on the cost keeping the margin % the same for multiple releases. Make sure the “balance due” is correct, and then invoice the order.

Exit out of the ticket and po, and open up “pay bills” under accounting manager.

Enter the PO # and select the release.

If you need to change the dollar amount to pay, you can change the price on the third to last column “776.45” to another amount, and create the bill.