Estimate Classes
Form ID: (AM206000)
Estimate classes are required when creating an estimate on the Estimate (AM303000) form and are used for defaults and reporting of estimates.
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Estimate Class Settings
Element | Description |
---|---|
Class ID | The unique identifier of the estimate class. |
Description | A description of the estimate class. |
Item Class | The item class to be defaulted to the estimate when the estimate class is selected. |
Tax Category | Required for reference. Used on sales orders and opportunities indicating the tax status for the line. |
Engineer | Default user ID responsible for engineering the estimate. |
Lead Time | Default lead time for items of this class. |
Order Qty | Default order quantity for items of this class. |
Labor Markup Pct | Default estimate price markup percentage for labor costs. |
Machine Markup Pct | Default estimate price markup percentage for machine costs. |
Material Markup Pct | Default estimate price markup percentage for material costs. |
Subcontract Markup Pct | Default estimate price markup percentage for subcontract costs. |
Tool Markup Pct | Default estimate price markup percentage for tool costs. |
Overhead Markup Pct | Default estimate price markup percentage for overhead costs. |