Estimate

Form ID: (AM303000)

On this form, you enter and maintain estimates for manufacturing items. You can use the Summary area to create a quick estimate without entering any of the details by selecting the Override check boxes and directly entering the cost, as you would do when first generating a cost to use for an opportunity or sales quote through the Quick Estimate dialog box, which you can open by clicking the Quick Estimate button on the Estimates tab of the Opportunities (CR304000) or Sales Quotes (CR304500) form. You can then refine or amend the estimate by entering the operation details on this form or by using the Estimate Operation (AM304000) form to roll up the detailed costs to the operations table. If you clear the Override check boxes, the costs are recalculated using the operation details. If your customer or prospect wants estimates for different quantities, you can create multiple quantity-based price breaks within one estimate revision.

You can create estimates in any of the following ways:

Directly on this form
From the Opportunities and Sales Quotes forms, if the Allow Estimating check box is selected on the General tab of the Customer Management Preferences (CR101000) form
From the Sales Orders (SO301000) form, if the Allow Estimating check box is selected on the General tab of the Order Types (SO201000) form for the order type
Attention:
We strongly recommend that you select the Allow Estimating check box only for the order types with the Quote automation behavior specified on the Template tab of the Order Types form.

You can create estimates for the following:

Inventory stock items from which you create a bill of material or a production order.
Non-inventory items (which are not stock or non-stock items) typically as a preliminary step for an opportunity or quote and for a new product. The non-inventory items can be converted to inventory items.

Any changes you make in the Summary area, Operations tab, Description tab, or Totals tab or using any of the available actions are recorded in the History tab.

You can edit only a primary estimate revision (that is, an estimate revision with the Primary check box selected in the Summary area of this form) with the New or In Process status.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Add to Sales Order	Adds the estimate as a line in a sales order if the order was not created or converted from the estimate quote order. You specify the reference number of the sales order in the Add to Order dialog box, which opens when you click the command. The command is available only when the References tab does not contain a sales order number or type and the Non-Inventory check box in the Summary area is cleared.
Create BOM	Creates a bill of material based on the estimate. You specify the basic settings of the bill of material in the Create BOM dialog box, which opens when you click the command.
Create by Copying	Replaces the data of the estimate with the data from another estimate, production order, or bill of material. You select the replacement settings in the Copy From dialog box, which opens when you click the command.
Create Inventory Items	Opens the Create Inventory Items (AM507000) form, where you can create an inventory item for the estimate if the Non-Inventory check box is selected in the Summary area.
Create New Revision	Creates a new estimate revision as the copy of the current revision.
Create Production Order	Creates a production order based on the estimate. When you click the command, the system opens the Create Production Order dialog box, where you specify the settings of the production order to be created. This command is available only when a stock item is selected in the Inventory ID box.
Quote	Opens the Quote (SO641000) report. This command is available only when the estimate is linked to a quote on the References tab.
Set as Primary Estimate	Selects the Primary check box in the Summary area for the estimate revision.
Summary	Opens the Estimate Summary (AM641000) report.

Table 1. Add to Order Dialog BoxYou use this dialog box to select the sales order to which the system will add a line that corresponds to the estimate.
Element	Description
Order Type	The type of a sales order, which is one of the types that has been created on the Order Types (SO201000) form.
Order Nbr.	The reference number of the sales order to which you would like to add the line that corresponds to the estimation.
The dialog box has the following buttons.
Add	Adds the line to the specified sales order and closes the dialog box.
Cancel	Closes the dialog box without adding the line to a sales order.

Table 2. Create BOM Dialog BoxIn this dialog box, you specify the basic settings for the bill of material to be created.
Element	Description
BOM ID	The identifier to be used for the new bill of material.
Revision	The revision of the bill of material to be created.
Warehouse	The default warehouse for the bill of material to be created.
The dialog box has the following buttons.
Create	Creates the bill of material with the settings you specified, closes the dialog box, and opens the Bill of Material (AM208000) form with the data copied from the estimate.
Cancel	Closes the dialog box without opening the Bill of Material (AM208000) form.

Table 3. Copy From Dialog BoxIn this dialog box, you specify the source the system will use to replace the data of the estimate.
Element	Description
Copy From	The document whose data the system will use to replace the data of the estimate. You can select one of the following sources: Estimate Production Order BOM
BOM ID	The identifier of the bill of material to be used as the data source for the estimate. This box is displayed when BOM is selected in the Copy From box.
Revision	The specific revision of the bill of material you have selected. If you do not specify the revision, the system copies the data from the most recent revision. This box is displayed when BOM is selected in the Copy From box.
Order Type	The type of the production order, which you can specify if you want the system to display production orders of only this type in the Production Nbr. box. This box is displayed when Production Order is selected in the Copy From box.
Production Nbr.	The reference number of the production order to be used as the data source. This box is displayed when Production Order is selected in the Copy From box.
Estimate ID	The reference number of the estimate to be used as the data source. This box is displayed when Estimate is selected in the Copy From box.
Revision	The specific revision of the estimate you selected to be used as the data source. You should select both the estimate ID and the revision. This box is displayed when Estimate is selected in the Copy From box.
Override Inventory ID	A check box that you select if you want the system to replace the item in the Inventory ID box of the current estimate with the item from the selected data source. If the check box is cleared, the system will not replace the item.
The dialog box has the following buttons.
Copy	Replaces the estimate data with the data from the selected source and closes the dialog box.
Cancel	Closes the dialog box without replacing the estimate data.

Table 4. Create Production Order Dialog BoxIn this dialog box, you specify the settings of the production order to be created.
Element	Description
Order Type	The type of the production order to be created.
Production Nbr.	The identifier to be used for the new production order.
Warehouse	The warehouse to be used in production transactions.
Location	The warehouse location to be used in production transactions. This box is displayed only when the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Generate Orders for Subassemblies	A check box that you select to indicate that a production order should be created for the estimate along with all required subassembly production orders.
The dialog box has the following buttons.
Create	Closes the dialog box, creates the production order, and opens the order on the Production Order Maintenance (AM201500) form.
Cancel	Closes the dialog box without creating the production order.

Summary Area

The summary area is used to enter the basic elements for an estimate. You can enter costs directly by using the Override check boxes or by entering the operations. If you clear the Override check box for a cost element, its costs are recalculated automatically.

Tip:

When you use overrides, you have in effect stopped the rolling up the costs from the operations and their details and now the unit cost is calculated by dividing the Total Cost by the Order Quantity. To ensure correct calculations, change the order quantity first to obtain new rolled up costs and then set the Override.

If you clear the Override check box for a cost element, its costs are recalculated automatically by rolling up the estimate details.


Element	Description
Estimate ID	Estimate ID's are auto-numbered using the sequence defined on the Estimate Preferences (AM103000) form.
Revision	The default starting revision is defined on the Estimate Preferences (AM103000) form.
Status	An informational element representing the overall status of an estimate which can be used for reporting. Values are the following: New In Process Pending Approval Approved Submitted Completed Closed Canceled
Quote Source	Indicates the source of the estimate references. The source is updated to the last document created; for example, if the original reference was a CRM opportunity and you create a quote or sales order from the opportunity, the source will now indicate a sales order. The options are the following: Estimate: Default value when created directly in the estimate form. The estimate is treated as if it has no external references. This type allows for free form entry of the listed reference fields for use as generic references. Estimates of this type can later be linked to existing or newly created quote document types. Opportunity: The estimate is linked to an opportunity in CRM. The View Quote button opens the Opportunities (CR304000) form. Sales Order: The estimate is linked to a sales order document which can be a quote or sales order. The View Order button opens the Sales Orders (SO301000) form.
Revision Date	The date of the revision which is the day the revision was created.
Inventory ID	The inventory ID of an existing or new inventory item. In the box, you can select a stock item or type the ID of a new item, which will be regarded as non-inventory. You can change the inventory ID in an estimate at any time; that is, you can enter a new inventory ID or select a different stock item.
Non-Inventory	A check box that indicates (if selected) that the entered inventory ID represents a non-inventory item. The system selects this check box automatically when you have entered a new inventory ID in the Inventory ID box. If this check box is cleared, the item selected in the Inventory ID box is a stock item.
Primary	A check box that indicates (if selected) that the revision is the main revision of the estimate. A revision can be set as the primary one when an estimate is created (in which case it is the only revision of the estimate), when the revision is first linked to a sales quote, or when a user clicks the Set as Primary Estimate command on the More menu. If an estimate is linked to an opportunity, whenever a new revision is set as the primary one, it becomes linked to the primary sales quote automatically.
Subitem	The subitem of the stock item. This box is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Item Description	Item description for the entered inventory ID. If a stock item is selected, then this field will default from the item's description.
Estimate Class	Estimate classes are required and used for classifying estimates for reporting and field defaults.
Fixed Labor Cost	Total estimate fixed labor cost. This is a calculated field based on the routing and work center rates. It can be overridden by using the Override check box. The box is unavailable until the Override check box is selected you can enter a value. Once the Override check box is selected the system will no longer calculate the total estimate fixed labor cost. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the corresponding cost specified for the primary price break.
Var. Labor Cost	Total estimate variable labor cost. This is a calculated field based on the routing and work center rates. It can be overridden using the Override check box. The field is disabled until the override check box is checked you can enter in a value. Once the override check box is checked the system will no longer calculate the total estimate variable labor cost. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the corresponding cost specified for the primary price break.
Machine Cost	Total estimate machine cost. This is a calculated field based on the routing, work center, and machine rates. It can be overridden using the Override check box. The box is unavailable until the Override check box is selected you can enter a value. Once the Override check box is selected the system will no longer calculate the total estimate machine cost. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the corresponding cost specified for the primary price break.
Material Cost	Total estimate material cost. This is a calculated field based on the total entered material and the associated cost. It can be overridden using the Override check box. The field is disabled until the override check box is checked allowing the user to enter in a value. Once the override check box is checked the system will no longer calculate the total estimate material cost. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the corresponding cost specified for the primary price break.
Tool Cost	Total estimate tool cost. This is a calculated field based on the total entered tools and the associated cost. It can be overridden using the Override check box. The box is unavailable until the Override check box is selected you can enter a value. Once the Override check box is selected the system will no longer calculate the total estimate tool cost. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the corresponding cost specified for the primary price break.
Fixed Overhead Cost	Total estimate fixed overhead cost. This is a calculated field based on the entered overheads and the associated cost of type fixed. It can be overridden using the Override check box. The box is unavailable until the Override check box is selected you can enter a value. Once the Override check box is selected the system will no longer calculate the total estimate fixed overhead cost. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the corresponding cost specified for the primary price break.
Var. Overhead Cost	Total estimate variable overhead cost. This is a calculated field based on the entered overheads and the associated cost of variable overhead types. It can be overridden using the Override check box. The box is unavailable until the Override check box is selected you can enter a value. Once the Override check box is selected the system will no longer calculate the total estimate variable overhead cost. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the corresponding cost specified for the primary price break.
Subcontract Cost	The total estimated subcontract cost from all operations. This is a calculated field, but you can override it by using the Override check box. Once the Override check box is selected the system will no longer calculate the total estimate subcontract cost. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the corresponding cost specified for the primary price break.
Total Cost	The sum of all total cost types (labor, machine, material, tool, overhead, and subcontract). This box is non-editable.
Ref. Material Cost	These are the costs for vendor supplied materials and are not included in the total cost. This box is non-editable.
Item Class	Item class. A selector is used to allow the user to pick a value. The field is optional and defaults from the entered estimate class. If the item is a stock item, then this field is disabled and the actual items item class will be the value of this field.
Warehouse	A warehouse associated to the estimate.
Owner	The owner of the estimate. This is the user in the system and the selector should show all user IDs. The default is the user creating the estimate. The value can be changed at any time.
Engineer	The engineer user ID of the estimate. The default comes from the estimate class. The selector should show all user IDs.
Request Date	User-enterable (no default) estimate request date.
Promise Date	User-enterable (no default) estimate promise date.
Lead Time (Days)	User-enterable lead time in days. The default comes from the estimate class and can be overridden if the Override check box is selected. This box and the related Override check box become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system inserts in this box the lead time specified for the primary price break.
Branch	The branch assigned to the estimate. This box is displayed only when the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.
Round Unit Prices	A check box that indicates (if selected) that all unit prices specified on the Totals and Price Breaks tabs are rounded to the nearest whole unit of the respective currency. For example, an amount of 10.49 USD will be rounded down to 10.00 USD, and 10.50 USD will be rounded up to 11.00 USD.
Currency	The currency of the estimate. If the estimate is referenced (Reference Source not blank) then this field is disabled and should equal the reference order currency information. When the source is Estimate the default should be the base currency and allow for edit.

Operations Tab

Operations are the production steps detailed in an estimate to outline the necessary processes, time, and resources needed to complete a manufacturing item. Operation details are tracked over time through changes between revisions. You can enter operation details and costs in the table or if you wish to build up the cost using actual materials, tools, and overhead, then you use the Estimate Operation (AM304000) form to enter the data.

The calculated costs for an operation are based on the work center standard cost specified in the Standard Cost box on the Work Centers (AM207000) form. Each of the cost columns has a corresponding Override check box to make direct entry of the cost available. When you enter a cost, the appropriate total in the summary area is recalculated.

Attention:

However, if the estimate is used to create a bill of material or production order, the cost overrides are ignored and the entered times are used to recalculate the operation costs using the standard work center cost.

The table lists the operations and their costs.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Operation ID	The identifier of the operation, which you type manually. The identifier must meet the following conditions: It is unique within the operation list. It is numeric. It defines the sequence in which operations are executed in the production routing. You can click the operation ID to open the Estimate Operation (AM304000) form for the operation.
Work Center	The active work center where the operation takes place. The work center determines the standard labor costs during the cost rollup. You can specify the default work center for new operations in estimates in the Default Work Center box on the Estimate Preferences (AM103000) form.
Operation Description	The description of the operation. The system copies the value to this box from the work center description on the Work Centers (AM207000) form.
Setup Time	The time it takes to prepare to start the operation. Based on this time, the system adds a fixed labor cost to the cost of the produced item regardless of the size of the order. The system always backflushes the setup time for the first labor or move transaction to record the quantity completed.
Run Units	The number of units produced during the specified run time for the operation.
Run Time	The time required to produce the specified run units of the operation. If the number of run units is zero, then the system does not consider the run time in the production cost.
Machine Units	The number of units produced during the specified machine time for the operation. You specify the value of this box if machines are involved in the operation.
Machine Time	The time required to produce the number of machine units specified for the operation. If the number of machine units is zero, then the system does not consider the machine time in the production cost. You specify the value of this box if machines are involved in the operation.
Queue Time	The time a semi-finished item has to wait in the work center before workers can start processing the item.
Finish Time	The time required for the semi-finished item to be prepared for the next operation when the current operation has been finished.
Move Time	The time for a semi-finished item to be moved from the work center where the current operation is performed to the work center where the next operation will be performed.
Backflush Labor	A check box that indicates (if selected) that the system backflushes the cost of labor hours spent for the operation. Attention: The system does not apply this setting to machine time, which is always backflushed. The system copies the default state of the check box from the Backflush Labor check box on the Work Centers (AM207000) form.
Control Point	A check box that indicates (if selected) that the operation is a control point. This means that for this operations, workers must record labor hours and the completed quantity. The system copies the default state of the check box from the Control Point check box on the Work Centers (AM207000) form.
Fixed Labor Cost	The total fixed labor cost based on the setup time.
Var. Labor Cost	The total variable labor cost.
Machine Cost	The total machine cost.
Material Cost	The total cost of materials.
Subcontract Cost	The total subcontract cost.
Tool Cost	The total tool cost.
Fixed Overhead Cost	The total fixed overhead cost.
Var. Overhead Cost	The total variable overhead cost.
Ref. Material Cost	The cost of materials with the Vendor Supplied subcontract source that are purchased by a subcontractor. This cost is not included in the total cost.
Outside Process	A check box that indicates (if selected) that the operation is performed by a subcontractor.

References Tab

References are optional but they are automatically populated and cannot be changed when they are created from another source. The reference allows a user to attach an estimate to a higher-level order, such as a sales order document (for example, a quote) or opportunity. Changes to the reference are not recorded on the History tab. This allows an estimate to be entered directly first and later added to an order if necessary. Once the reference is marked as completed or canceled, the reference can no longer be changed. An estimate can be linked to only one order or opportunity.


Element	Description
Opportunity ID	The identifier of the linked opportunity. This box appears only if Opportunity is specified in the Quote Source box in the Summary area of this form.
Quote Type	The quote order type of the reference. This box is populated automatically if the estimate is linked to a quote. It is blank when the reference is an opportunity.
Quote Nbr	The quote order number of the reference. This box is populated automatically if the estimate is linked to a quote or opportunity.
Order Type	The sales order type of the reference. This box is populated automatically if the estimate is linked to a sales order.
Order Nbr	The order number of the reference. This box is populated automatically if the estimate is linked to a sales order.
Customer	The customer specified for a quote or sales order, and the prospect or customer for an opportunity. This box is available only when the source is Estimate and there are no existing references. You can enter or select only an existing prospect or customer.
Ext. Ref. Nbr.	The external reference number, such as the external customer reference number.
Tax Category	The tax category for the item, which is used to control the tax calculations on the order. The default value is from the item class for the stock item. If no item class or item class tax category exists, the value is from the estimate class tax category.
Project	The project with which this production order is associated, or the code indicating that this production order is not associated with any project; the non-project code is specified on the Projects Preferences (PM101000) form. This box appears only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. More information about production orders and projects can be found in Integration with Projects.
Project Task	The particular task of the project with which this production order is associated. This box appears only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form. More information about production orders and projects can be found in Integration with Projects.
Cost Code	This element is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form. The feature can be used only with the MYOB Acumatica Construction Edition.

Description Tab

This tab provides a detailed description of the estimate and estimate item that includes tables, images, and web links.

History Tab

Displays a history of events in order of date and time for all changes to the estimate ordered by the most recent. The table will display the history for the estimate (all revisions) always regardless of which revision is selected.

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Table 5. Buttons
Button	Description
Add Comment	This allows for a manual event history to be added through a comment. Click the button to open the Add Comment dialog box. Click OK in the dialog box to add the comment.

Table 6. History TableThe table records and lists all of the changes made to an estimate and any actions that have occurred.
Column	Description
Revision	The revision the history entry was created from.
Created At	The date and time the history entry was created in the logged on user's local time.
Description	A text description of the history entry.
Created By	The user who created the history event.

Totals Tab

This tab displays the estimate quantity, cost, price total values.

All elements on this tab become non-editable if at least one price break has been added to the Price Breaks tab of this form. If this is the case, the system displays on this tab the corresponding values specified for the primary price break.

Table 7. Order Qty Section
Element	Description
Order Qty.	The estimate order quantity to manufacture. The quantity is used to apportion fixed costs; set up cost and fixed overhead. Default value is from estimate class.
UOM	Unit of measure related to the order quantity. Default value is from the stock inventory item or for non-inventory items, from the item class if entered. All estimates must have a unit of measure.

Table 8. Cost/Price Section
Element	Description
Unit Cost	The unit cost is calculated by dividing the total cost and the order qty. Calculating this way allows for cost efficiencies with fixed cost types such as labor and overhead spread over the order quantity.
Total Cost	The sum of all total cost types (labor, machine, material, tool, and overhead).
Unit Price	The unit selling price. This box is editable if the Override check box to the right of the box is selected. If the Override check box is cleared, this box is non-editable and the system calculates its value by using the following formula: `Unit Price = Unit Cost * (1 + Overall Markup %/100)` This price will be the selling price on any quotes or sales orders created.
Override	A check box that indicates (if selected) that the Unit Price box is editable.
Total Price	Total price of the estimate taking unit price multiplied by the order quantity.

Table 9. Markup SectionThese defaults from the estimate class. The *Unit Price* and *Total Price* are calculated as follows:
Note:

`Cost + (Cost * Markup Pct)`
Element	Description
Labor Markup (%)	This is the markup to apply to labor costs.
Machine Markup (%)	This is the markup to apply to machine costs.
Material Markup (%)	This is the markup to apply tor material costs.
Tool Markup (%)	This is the markup to apply to tool costs.
Overhead Markup (%)	This is the markup to apply to overhead costs.
Subcontract Markup (%)	This is the markup to apply to subcontract costs.
Overall Markup (%)	This is a calculation of the markup percentage from the cost element percentages. This box is editable if the Override check box to the right of the box is selected.
Override	A check box that indicates (if selected) that the Overall Markup (%) box is editable and you can modify the system-calculated markup percent for the entire estimate. Also, you can select any check boxes in the Override Overall Markup (%) column on the Price Breaks tab to manually enter the overall markup percent for individual price breaks. If you enter a new value in the Overall Markup (%) box on this tab or in the Overall Markup (%) column on the Price Breaks tab, the system recalculates the values in the Total Price and Unit Price boxes on the respective tab by using the following formulas: `Total Price = Total Cost * (1 + Overall Markup % / 100) Unit Price = Total Price / Order Qty.`

Price Breaks Tab

By using this tab, you can add, update, or remove price breaks for primary revisions of estimates with the New or In Process status. The system automatically calculates the cost and price components for each price break.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Primary	A check box that indicates (if selected) that the price break is marked as primary. The settings of the primary price break are the source for the order quantity and cost and price components displayed on the Totals tab of the form. If you create an estimate for a sales quote, the system uses the quantity specified in the primary price break of the estimate as the order quantity. Once the customer or prospect approves the estimate for a specific quantity, you should select this check box for the corresponding price break before a production order is generated. This check box is selected by default for the first price break added to the table. A table with multiple price breaks always has one price break marked as primary. If you delete the primary price break in a table with multiple price breaks, the system will automatically mark the first price break in the table as primary.
Order Qty.	The quantity the customer or prospect is requesting to be estimated for the production order. The system calculates all the cost components, markups, and the unit price based on this quantity.
UOM	The unit of measure related to the order quantity. The default value for the first price break is the UOM specified on the Totals tab of this form. For any other price break in the table, the default value is the UOM of the primary price break.
Override Lead Time	A check box that indicates (if selected) that the lead time can be manually updated for the price break. The default state for the first price break is the state of the Override check box next to the Lead Time (Days) box in the Summary area of the form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Lead Time (Days)	The lead time in days. The value is editable if the Override Lead Time check box is selected. The default value for the first price break is the lead time specified in the Summary area of the form. For any other price break in the table, the default value is the lead time of the primary price break.
Override Unit Price	A check box that indicates the following if it is selected: You can manually update the unit price for the price break. The system will not recalculate the unit price if you change the unit cost or overall markup percent for the price break. The system recalculates the value in the Overall Markup (%) column if the Override Overall Markup (%) check box is cleared for the price break. If the check box is cleared, the system calculates the unit price automatically based on the total price specified for the price break. The default state for the first price break is the state of the Override check box next to the Unit Price box on the Totals tab of the form. For any other price break in the table, the default state is the state of the check box of the primary price break. This check box is cleared and non-editable if the Override Overall Markup (%) check box is selected for the price break.
Unit Price	The selling price of a unit. The value is editable if the Override Unit Price check box is selected. This price is calculated as follows: `Unit Price = Total Price / Order Qty.`
Total Price	The total price of the quantity price break. The value is non-editable. This price is calculated as follows: If the Override Unit Price and Override Overall Markup (%) check boxes are both cleared, the following formula is used: `Total Price = (Fixed Labor Cost + Var. Labor Cost) * (1 + Labor Markup (%) / 100) + (Machine Cost * (1 + Machine Markup (%) / 100)) + (Material Cost * (1 + Material Markup (%) / 100)) + (Tool Cost * (1 + Tool Markup (%) / 100)) + ((Fixed Overhead Cost + Var. Overhead Cost) * (1 + Overhead Markup (%) / 100)) +(Subcontract Cost * (1 + Subcontract Markup (%) / 100))` If the Override Unit Price check box is cleared and the Override Overall Markup (%) check box is selected, the total price is calculated as follows: `Total Price = Total Cost * (1 + Overall Markup (%) /100)` If the Override Unit Price check box is selected and the Override Overall Markup (%) check box is cleared, the system uses the following formula to calculate the total price: `Total Price = Unit Price * Order Qty.`
Unit Cost	The unit cost of the quantity price break calculated as the total cost divided by the order quantity. The value is non-editable.
Total Cost	The sum of the labor, machine, material, tool, overhead, and subcontract costs for the price break.
Override Overall Markup (%)	A check box that indicates the following if it is selected: You can manually update the overall markup percent for the price break. The system calculates the unit price and the total price for the price break. The Override Unit Price check box is cleared and non-editable. If this check box and the Override Unit Price check box are both cleared, the system calculates the overall markup percent automatically based on the cost-specific markups, cost components, and the total cost of the price break. If this check box is cleared and the Override Unit Price check box is selected, the system calculates the overall markup percent based on the total price and total cost of the price break does not calculate the unit price. The default state for the first price break is the state of the Override check box next to the Overall Markup (%) box on the Totals tab of the form. For any other price break in the table, the default state is the state of the check box of the primary price break. This check box is cleared and non-editable if the Override Unit Price check box is selected for the price break.
Overall Markup (%)	The overall markup percent of the quantity price break. If the Override Overall Markup (%) check box is cleared, the system calculates the value as follows: If the Override Unit Price check box is cleared, the following formula is used: `Overall Markup (%) = ((Labor Markup (%) * (Fixed Labor Cost + Var. Labor Cost)) + (Machine Markup (%) * Machine Cost) + (Material Markup (%) * Material Cost) + (Tool Markup (%) * Tool Cost) + (Overhead Markup (%) * (Fixed Overhead Cost + Var. Overhead Cost)) + (Subcontract Markup Pct. * Subcontract Cost))/Total Cost` If the Override Unit Price check box is selected, the following formula is used: `Overall Markup (%) = ((Total Price/Total Cost) - 1) * 100`
Labor Markup (%)	The markup applied to the fixed and variable labor costs of the price break. If the Override Unit Price and Override Overall Markup (%) check boxes are both cleared, the default value for the first price break is copied from the Labor Markup (%) box on the Totals tab of this form. For any other price break in the table, the default value is the value specified for the primary price break. This box is non-editable if one of the Override Unit Price and Override Overall Markup (%) check boxes is cleared and the other is selected. In this case, it equals the overall markup percent specified for the price break.
Machine Markup (%)	The markup applied to the machine cost of the price break. If the Override Unit Price and Override Overall Markup (%) check boxes are both cleared, the default value for the first price break is copied from the Machine Markup (%) box on the Totals tab of this form. For any other price break in the table, the default value is the value specified for the primary price break. This box is non-editable if one of the Override Unit Price and Override Overall Markup (%) check boxes is cleared and the other is selected. In this case, it equals the overall markup percent specified for the price break.
Material Markup (%)	The markup applied to the material cost of the price break. If the Override Unit Price and Override Overall Markup (%) check boxes are both cleared, the default value for the first price break is copied from the Material Markup (%) box on the Totals tab of this form. For any other price break in the table, the default value is the value specified for the primary price break. This box is non-editable if one of the Override Unit Price and Override Overall Markup (%) check boxes is cleared and the other is selected. In this case, it equals the overall markup percent specified for the price break.
Tool Markup (%)	The markup applied to the tool cost of the price break. If the Override Unit Price and Override Overall Markup (%) check boxes are both cleared, the default value for the first price break is copied from the Tool Markup (%) box on the Totals tab of this form. For any other price break in the table, the default value is the value specified for the primary price break. This box is non-editable if one of the Override Unit Price and Override Overall Markup (%) check boxes is cleared and the other is selected. In this case, it equals the overall markup percent specified for the price break.
Overhead Markup (%)	The markup applied to the overhead cost of the price break. If the Override Unit Price and Override Overall Markup (%) check boxes are both cleared, the default value for the first price break is copied from the Overhead Markup (%) box on the Totals tab of this form. For any other price break in the table, the default value is the value specified for the primary price break. This box is non-editable if one of the Override Unit Price and Override Overall Markup (%) check boxes is cleared and the other is selected. In this case, it equals the overall markup percent specified for the price break.
Subcontract Markup (%)	The markup applied to the subcontract cost of the price break. If the Override Unit Price and Override Overall Markup (%) check boxes are both cleared, the default value for the first price break is copied from the Subcontract Markup (%) box on the Totals tab of this form. For any other price break in the table, the default value is the value specified for the primary price break. This box is non-editable if one of the Override Unit Price and Override Overall Markup (%) check boxes is cleared and the other is selected. In this case, it equals the overall markup percent specified for the price break.
Override Fixed Labor Cost	A check box that indicates (if selected) that you can manually update the fixed labor cost for the price break. The default state for the first price break is the state of the Override check box next to the Fixed Labor Cost box in the Summary area of this form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Fixed Labor Cost	The fixed labor cost of the price break. If the Override Fixed Labor Cost check box is selected, the value becomes editable and the system no longer calculates it. The default value for the first price break is copied from the Fixed Labor Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Override Var. Labor Cost	A check box that indicates (if selected) that you can manually update the variable labor cost for the price break. The default state for the first price break is the state of the Override check box next to the Var. Labor Cost box in the Summary area of this form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Var. Labor Cost	The variable labor cost of the price break. If the Override Var. Labor Cost check box is selected, the value becomes editable and the system no longer calculates it. The default value for the first price break is copied from the Var. Labor Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Override Machine Cost	A check box that indicates (if selected) that you can manually update the machine cost for the price break. The default state for the first price break is the state of the Override check box next to the Machine Cost box in the Summary area of this form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Machine Cost	The machine cost of the price break. If the Override Machine Cost check box is selected, the value becomes editable and the system no longer calculates it. The default value for the first price break is copied from the Machine Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Override Material Cost	A check box that indicates (if selected) that you can manually update the material cost for the price break. The default state for the first price break is the state of the Override check box next to the Material Cost box in the Summary area of this form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Material Cost	The material cost of the price break. If the Override Material Cost check box is selected, the value becomes editable and the system no longer calculates it. The default value for the first price break is copied from the Material Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Override Tool Cost	A check box that indicates (if selected) that you can manually update the tool cost for the price break. The default state for the first price break is the state of the Override check box next to the Tool Cost box in the Summary area of this form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Tool Cost	The tool cost of the price break. If the Override Tool Cost check box is selected, the value becomes editable and the system no longer calculates it. The default value for the first price break is copied from the Tool Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Override Fixed Overhead Cost	A check box that indicates (if selected) that you can manually update the fixed overhead cost for the price break. The default state for the first price break is the state of the Override check box next to the Fixed Overhead Cost box in the Summary area of this form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Fixed Overhead Cost	The fixed overhead cost of the price break. If the Override Fixed Overhead Cost check box is selected, the value becomes editable and the system no longer calculates it. The default value for the first price break is copied from the Fixed Overhead Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Override Var. Overhead Cost	A check box that indicates (if selected) that you can manually update the variable overhead cost for the price break. The default state for the first price break is the state of the Override check box next to the Var. Overhead Cost box in the Summary area of this form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Var. Overhead Cost	The variable overhead cost of the price break. If the Override Var. Overhead Cost check box is selected, the value becomes editable and the system no longer calculates it. The default value for the first price break is copied from the Var. Overhead Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Override Subcontract Cost	A check box that indicates (if selected) that you can manually update the subcontract cost for the price break. The default state for the first price break is the state of the Override check box next to the Subcontract Cost box in the Summary area of this form. For any other price break in the table, the default state is the state of the check box of the primary price break.
Subcontract Cost	The subcontract cost of the price break. If the Override Subcontract Cost check box is selected, the value becomes editable and the system no longer calculates it. The default value for the first price break is copied from the Subcontract Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Ref. Material Cost	The cost of vendor supplied materials that are not included in the total cost of the price break. The default value for the first price break is copied from the Ref. Material Cost box in the Summary area of this form. For any other price break in the table, the default value is the value specified for the primary price break.
Print	A check box that indicates (if selected) that the price break is to be included in the Sales Quote (CR604500), Quote (SO641000), and Estimate Summary (AM641000) reports. By default, the check box is selected. It cannot be cleared for the primary price break.