Estimate

Form ID: (AM303000)

On this form, you enter and maintain estimates. 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. This might be used when first generating a cost to use for an opportunity or sales quote. 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.

You can create estimates in any of the following ways:

Directly on this form
From the Opportunities (CR304000) form
From the Sales Orders (SO301000) form, which can be limited by the order type; for example, only allowed when the order type template is a quote

You can create estimates for the following:

Inventory stock items from which you create a bill of material or a production order.
Non-stock items used as templates or estimates for services.
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.

Only estimate revisions with a status of Active can be maintained.

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 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.
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	Inventory ID of an existing or new inventory item. The selector value will allow the selection of stock or non-stock items while allowing the entry of new inventory ID values not existing in inventory (non-inventory). You can change the inventory ID on an estimate at any time; that is, enter a new inventory ID or select a different stock or non-stock item.
Non-Inventory	A check box indicating the entered inventory ID is a non-inventory item (when selected) or a stock or non-stock item (when cleared).
Primary	A check box that indicates (if selected) that the estimate revision is linked to an opportunity or sales document or has been set by using the Set as Primary Estimate command.
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 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 or non-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.
Fix 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.
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.
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.
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.
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.
Fix 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.
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.
Subcontract Cost	Total estimated subcontract cost from all operations.
Total Cost	See description under Estimate Totals tab for Total Cost.
Ref. Material Cost	These are the costs for vendor supplied materials and are not included in the total cost.
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 or non-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	User-enterable lead time in days. The default comes from the estimate class and can be overridden if the Override check box is selected.
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.

Operations Tab

Operations are the productions steps required to manufacture the estimate inventory 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 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 form.
Fix 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.
Fix Overhead Cost	The total fixed overhead cost.
Var Overhead Cost	The total variable overhead cost.
Ref Material Cost	The cost for materials that are purchased by a subcontractor and are 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
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.
Branch	The branch related to the estimate on the reference.
Currency	The ID of the currency used for the reference and displaying of the cost/price values on the totals tab. The default is the base currency. When the source is not Estimate, this value is the quote or sales order currency. This box is available only when the source is Estimate.
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 or non-stock item. If no item class or item class tax category exists, the value is from the estimate class tax category.
Revision	The revision the reference is using for the order. For a new estimate, the default is the current revision ID. The sample use would be if the current archived revision is 2, but a user is working on revision 3 and the order still shows 2 as the source revision, giving a user time to complete revision 3 before making it the new order revision. Once the old revision is archived, a user would change the revision on the reference to 3.
Status	The reference status, which controls the reference record and overall estimate status with orders. The status can be one of the following options: Open (default): The estimate is open and editable. Completed: The estimate has been completed which indicates the estimate is completed. The estimate is no longer referenceable. Canceled: The reference has been canceled, which indicates the estimate is canceled. The estimate is no longer referenceable.
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 form. The feature can be used only with the Acumatica ERP 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.

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 or non-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
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.
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	Unit selling price. If the Override check box to the right of the box is selected this box is enabled. If the Unit Price Override check box is unchecked this field is disabled and calculated from Unit Cost and Markup Percent. This field will be become the selling price on any quotes or sales orders created. `Unit Price = Unit Cost * (1 + Overall Markup Percent/100)`
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 Pct	This is the markup to apply to labor costs.
Machine Markup Pct	This is the markup to apply to machine costs.
Material Markup Pct	This is the markup to apply tor material costs.
Subcontract Markup	This is the markup to apply to subcontract costs.
Tool Markup Pct	This is the markup to apply to tool costs.
Overhead Markup Pct	This is the markup to apply to overhead costs.
Overall Markup Pct	This is a calculation of the markup percentage from the cost element percentages.