Entering stage operation details

Note: The information entered in the estimate operation is different from that in the Operations Register.

To enter operation details

Open: Estimating > Records > Enter New Estimate - Full | Stages.

    • Click in the stage Description box to open the Stage Details window.
    • Select the Operations tab.
    • Click in the Description box to display the Operation Details window.

Note: As you enter operation details, the total costs by category appear on the Operations tab in Stage Details.

  1. On the Components tab, associate components Raw materials used to manufacture finished goods. from the estimate with the operation by clicking Add or Add All.
  2. When you create a works order The authority to produce a part using the components specified on a BOM and the process specified on the routing. from the estimate, the components Raw materials used to manufacture finished goods. are copied to the works order for printing on subcontract operations Work tasks that are subcontracted to external organisations or to other internal departments within the organisation. advice notes A note to a purchaser advising on the intended purchase..

    Note: If the quantity does not match the unit of measure The quantity in which a stock item is measured for purchase, sale or storage., the quantity is automatically adjusted to the nearest appropriate value.

  3. When you have entered all details, click OK.