Converting an estimate into a BOM

You can convert an estimate into a BOM.

Within estimate settings you can specify whether the primary constraint in BOM calculations following conversion is Machine or Labour.

During the conversion process you may be directed to create stock items in the Stock Control module. Any other expenses that have been set up for the estimate are not created on the BOM A stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components..

After conversion, you can amend the BOM if required.

• Estimating contains no setup time of seconds. Therefore, following conversion, the seconds in the BOM defaults to 0 (zero).
• Following conversion, there is only one setup resource per operation.

You must have:

• Selected Machine or Labour as the primary resource on conversion within Estimating settings.
• Set up the estimate stage operation details to reflect how you want to convert resource setup and running costs. This is set up on the Options and Resource Details tabs of the estimate stage Operation Details window.