Managing multi item estimates

To manage multi item estimates

Open: Estimating > Records > Amend Multi-Item Estimate.

1. On the Main Details tab, select the estimate number from the Estimate No. list. The existing multi item estimates are displayed in the grid.

2. You can select individual items in the grid, or click Select All to select all the items. (To clear all the items, click Select All again.)

   You can:

   Amend default header information

   When you add new items, you can change the default header information on the Main Details or Additional Details tabs.

   When you change this information, the changed information applies by default for the next item you create in the grid.

   Amend header information for a grid item

   1. Select a multi item estimate.
   2. Select the information in the header that you want to amend.
   3. Overtype it.
   Amend detailed information for a grid item

   You can amend details for multi item estimates Forecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches. if the estimate status is Entered or Production.

   1. Select the multi item estimate.

   2. Click Edit.

      You can only click Edit when one item is selected. The Estimate Details window appears. You can proceed as if amending a full estimate.

   Delete items

   1. To delete one or more items, select the items and click Remove Estimate.
   2. To delete all items, click Delete.

   To delete multi item estimates Forecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches., use the Delete Estimate option.

   Release multi item estimates

   1. Select the multi item estimates Forecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches..
   2. Click Release.
      • The status of the selected estimate stages Estimating jobs involves breaking the jobs down into stages for accumulation and analysis of job costs. Each job must have at least one stage. changes to Released.
      • The estimates can now be used in MPS Master Production Schedule (MPS). The planning of production (usually end item production), to satisfy current and forecast sales orders. The sum of MPS items must equal the agreed sales and operations plan for the items over each planning period. Planning periods are normally a month or a four week period. Items planned within MPS are exploded by MRP (Materials Requirements Planning) to produce the material and capacity requirements..

   You can also release multi item estimates, using the Release All stages option.

   Create sales orders for multi item estimates

   If you selected the Create Sales Order check box on creation of works orders in the Estimate Settings General tab you can create a sales order when you convert an estimate to a works order The authority to produce a part using the components specified on a BOM and the process specified on the routing..

   To create sales orders for estimates before you create works orders, or to create a single sales order for multi item estimates, use the following steps:

   1. Select the multi item estimates.

   2. Click Create Sales Order.

      The Create Sales Order window appears.

   3. Select the estimate references you want to create sales orders for.
   4. Click OK.

   The selected estimates are converted into a sales order and the Sales Order Confirmation window appears.

   Note: Any items configured to be sold from a single batch will not be added to the sales order if the free stock for the batch is zero.

   5. Check the details displayed and, if correct, enter the Customer Order no and click OK. Otherwise, click Cancel.
   6. When the sales order has been created, the Document Number Confirmation window appears. This shows the system generated number for the sales order.
   7. Click OK and confirm whether you want to view the order or not.

   Sales orders can also be created for multi item estimates using the Create Sales Order option.

   Create works orders for multi item estimates

   You can convert estimates Forecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches. into works orders without entering more information.

   We recommend you use the MRP module to create works orders for estimates. This ensures you have sufficient resources to complete the job in the allotted time.

   1. Select the multi item estimates.

   2. Click Create Works Order.

      The Create Works Order window appears for each estimate in turn.

   3. Enter a Customer Order No. for your converted estimate.

   4. Enter the works number you want to use.

      If you chose Automatic Works Order Numbers in the Works Order Settings Numbering tab, or Use Estimate Number as Works Order Number in the Estimate Settings General tab, the works order number is shown.

   5. To create a customer record for this prospect, select the appropriate check box and enter an A/C reference. The customer record is created in the Sales Ledger.
   6. To use the customer's address as the site address for the works order, select the appropriate check box. If you leave the check box blank, the customer site address on the estimate is used.
   7. To create a sales order for this estimate, select the Create a Sales Order check box.
   8. To save the works order information, click OK.

   9. To raise works orders for sub-assemblies, click Yes when prompted.

      The Raise Works Orders for Sub-Assemblies window appears.

   10. To raise the works orders for the sub-assemblies, click OK.
   11. Confirm that you want to create works orders for the sub-assemblies shown, when prompted.
       • The estimate status changes to Production.
       • In Works Orders the status of the newly formed works order(s) is Entered.
   Print multi item estimates

   1. Select the multi item estimates Forecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches..
   2. Click Print.

   Estimates can also be printed using the Print option.

3. To save changes to the multi item estimate, click Save.