Sales job record

Sales job record overview

A sales job record brings the commercial work for one opportunity together as it moves from early opportunity work through proposal, order, and completion. Use this page to recognize the record's work areas and choose the focused page for the work you need to complete.

The saved record also has a workflow chevron bar, shared job information, stage panels, an item area, assessment fields, and companion tabs. A new record shows New in the job-number breadcrumb; after saving, the breadcrumb shows the job number.

Note: A collapsed stage panel shows a summary bar with the client, vendor, stage, primary action, and three-dot menu. Select the summary bar to expand it.

mermaid
stateDiagram-v2
    [*] --> Potentials
    Potentials --> Inquiries: Inquiry
    Inquiries --> Offers: Offer
    Offers --> Orders: Convert To Order
    Orders --> Completion: Complete the order

Before you open the record

Before you open a sales job record, know whether you are opening saved work from a list or starting a new record. Existing-record actions are subject to the current stage, edit access, subscription access, page availability, and unsaved-record checks.

Prerequisites

• You are signed in to PAMS.
• For an existing record, you know which sales-job list contains the work.
• For a new record, you know which work type you are starting.
• You have the access needed for the action you intend to take.
• You know whether the record is saved; stage actions on an unsaved record are not the same as actions on an existing record.

Steps

1. Open Sales.

2. Select Inquiries.

3. Select Add new.

4. Select Inquiry.

   Selecting Add new opens the new-record flow. Selecting Inquiry opens the new inquiry record.

If the record is unavailable, a subscription condition, page condition, current stage, edit permission, or unsaved-record condition controls which work area and actions appear.

Result: You know whether to open a saved record or start a new one, and which conditions can change the work available on the record.

Find and open a sales job record

The sales-job list is where you choose the work stage before opening a record. The list displays the columns Inquiry date, Inquiry type, and Inquiry stage.

Prerequisites

• You are signed in.
• You know whether you are looking for Potentials, Inquiries, Offers, Orders, or archived work.

Steps

1. Open Sales.

   

2. Select Inquiries.

3. Select the list tab that matches the work you need to review.

   If you need to…	Select
   Review every listed job	All
   Review early opportunities	Potentials
   Review inquiries	Inquiries
   Review offers	Offers
   Review orders	Orders
   Review archived work	Archived
   Review jobs missing a customer survey	Job Missing Customer Survey

4. Read Inquiry date, Inquiry type, and Inquiry stage for the row you want.

5. Select the row to open its sales job record.

6. Confirm that the saved record opens with its workspace and companion tabs.

Result: The selected sales job record is open, and the record's lifecycle tabs are available for inspection.

The columns in the list depend on the saved list layout. Work from the headers visible in your list rather than expecting every account to display the same columns.

Read the lifecycle work area

The lifecycle work area is the part of the record that lets you inspect the commercial stage and the stage-specific record panel. Selecting a lifecycle tab changes the displayed panel; it does not, by itself, change the job's stage.

Steps

1. Select the lifecycle panel that matches the work you need to inspect.

   If you need to inspect…	Select
   Inquiry work	Inquiry
   Offer work	Offer
   Order work	Order
   Order-completion work	the order-completion area

   

   

2. Read the stage readout shown with the record, such as Offer/Expired.

3. Read the workflow chevron bar to orient yourself in the record's current stage.

4. Save a record change owned by the focused page.

   If you need to…	Select
   Save the change and continue working	Save
   Save the change and close the record	Save and Close

   The header Save remains disabled until job-level changes exist. A panel-level Save appears for edits inside the open stage panel. Successful panel saves can show Inquiry updated successfully or Offer updated successfully.

Result: The selected lifecycle panel is displayed, and the record remains in the same stage until a stage action is completed on its owning page.

The record also exposes Extend Offer Validity and a command menu. The command menu can show Order, Revision, Alternative Offer, Enable Editing, Print, Cover letter template, Commercial offer template, Technical offer template, Inquiry Cancelled By Client, and Lost. Use Offers, Orders, and Order completion for the procedures behind those stage actions.

When a lifecycle action stops

The record's action area can return these messages. Read the exact message, then continue on the focused page for the stage or work area that raised it.

If a save fails, the validation summary can show Please Solve the Following Issues : followed by field-specific lines. Item validation remains with Sales job items.

If you submit an offer with a zero price, the confirmation asks: Offer price zero | Your Offer Price Is Zero! | Are you sure you want to deliver free of charge? Choose No to close the confirmation or Yes to continue the selected action.

Out of scope messages

The following item-level messages belong to Sales job items, not to the record map:

Review shared information and assessment

Shared information identifies the job and its parties; assessment records how the opportunity is currently judged. Review these areas before moving to item or stage-specific work.

Steps

1. Read the fields in the shared-information area.

   Field	Area
   Branch	Shared information
   Salesperson Responsible	Shared information
   Product Type	Shared information
   Job Title	Shared information
   End User	Shared information
   Estimated Value	Shared information
   File Number	Shared information
   Expected Order Date	Shared information

2. Read Contact to Decision Makers, Budget Availability, Chance in Competition, and Order chance in the assessment area.

3. On an existing record, read the end-user account value, the Reset link beside the salesperson value, and Time Frame when those values appear.

   After saving, Salesperson Responsible is shown as text with a Reset link.

4. On a new record, select Salesperson Responsible, Product Type, Job Title, Client, Vendor, and Bid Due Date when the required marker appears beside the field.

5. Use Sales job information and assessment for field-level entry, conditional requirements, and validation handling.

Result: You can distinguish shared information from assessment and know which visible fields need attention before detailed work continues.

On the inquiry surface, Inquiry Date fills with today, Expected Order Date is calculated from Time Frame, and Time Frame displays as a calculated period. The end-user field defaults to the chosen Client, and Requested Offer Type defaults to Firm. The offer panel can show a computed expiry date for Validity Period and an Equivalent Booking aggregate.

The assessment cluster combines Contact to Decision Makers, Budget Availability, and Chance in Competition with the calculated rating and Order chance.

The new-record surface also shows Client Inquiry Number, Inquiry Date, and Requested Offer Type. The existing record can show Client, Vendor, Bid Due Date, Expiry Date, and Offer Price. The exact visible field set depends on the record route and the available setup.

Read the item area

The item area lists the products or services that make up the sales job. Each row is identified by its description, unit, and quantity; pricing and delivery details belong to the focused item page.

Steps

1. Read the item description, unit, and quantity in the new-record item grid.

2. In an existing record, read the item description and unit, plus Qty, Unit Price, Discount (%), Item Price, and Currency when those columns appear.

3. If the quantity is rejected, match the message exactly: Invalid input. The value must be greater than 0 and cannot exceed 999,999.00.

4. If a non-negative value is rejected, match the message exactly: Invalid input. Please enter a non-negative value.

5. Open Sales job items for item entry, pricing, quantity, unit, invoice, and delivery rules.

Result: You can recognize the item grid and route item-level work to its focused page.

On a new item row, Unit defaults to Pieces and Qty defaults to 1.00.

Hand off companion work

Companion work is the information maintained around the sales job after the main commercial record is identified. Use the tab that answers the question you are working on, then continue on the focused page rather than repeating its detailed controls here.

Steps

1. Open the companion-tab area on the sales job record.

2. Choose the work area that matches your next action.

   If you need to…	Open
   Review written discussion	Sales job comments and tasks
   Manage follow-up tasks	Sales job comments and tasks
   Record a visit, meeting, or call	Sales job activities and files
   Manage supporting files	Sales job activities and files
   Review contacts, guarantees, or history	Sales job contacts, guarantees, and history
   Track principal invoices	Principal invoices
   Review sales or commission invoices	Invoice lifecycle
   Record a payment	Record payment
   Review pricing quotations	Pricing quotation overview
   Review job costing	Job profitability overview
   Review order completion	Order completion and Warehouse fulfillment flow
   Review reference data	Reference list data

3. Select the available companion tab for discussion, tasks, activities, attachments, contacts, guarantees, or history.

4. Select the available area for principal invoices, pricing quotations, job costing, order completion, or reference data.

5. If the discussion or task area is not available, continue with the work area that is visible and use Sales job comments and tasks when the feature is available.

Result: You know which companion work area to open and which focused page owns the next task.

The discussion area includes a rich-text editor, Post, and comment search. The available companion tabs depend on the saved record, subscription, and current setup.

The record's shared child components can raise messages owned by their focused pages. Those messages stay with the relevant page so that the response matches the action that produced them.