Releasing estimate stages
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. must be released in order for estimates to be passed into planning. You can release estimate stages that have a status of Entered or Part Released.
Note: You can clear the released status for an estimate, by selecting Entered instead Released.
Outcomes
- The status of the estimate stage(s) changes to Released.
- The estimate(s) 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..
To release individual stages on an estimate
Open: Estimating > Records > Amend Estimate | Stages.
- Select the stage that you want to release.
- Select Released from the Status drop-down.
- Click Save.
To release all stages on an estimate
Open: Estimating > Records > Amend Estimate | Stages.
- Click Release All, and confirm that you want to release all the stages for the estimate.
- Click Save.
To release all stages on a number of estimates at once
Open: Estimating > Processing > Release All.
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Select the estimates that you want to release.
- To release all stages for the selected estimates, click Release.
To release stages for groups of multi item estimates
Open: Estimating > Records > Amend Multi-Item Estimate.
- On the Main Details tab, select the estimate number from the Estimate No. list. The existing multi item estimates are displayed in the grid.
- In the grid, select the multi item estimates you want to release.
- Click Release.
- Click Save.