Estimating: Process Activity

The following activity will walk you through the estimating-related processes.

Process Overview

In this activity, to perform processes related to estimates, you will do the following:

  1. On the Estimate (AM303000) form, create an estimate.
  2. On the Estimate Operation (AM304000) form, specify operation details.
  3. On the Create Inventory Items (AM507000) form, create stock items from non-inventory items.
  4. On the Estimate form, create a bill of material based on the estimate.
  5. On the same form, create a production order based on the estimate.
  6. On the same form, create an estimate and replace its details with the details of another estimate.

System Preparation

Do the following:

  1. As prerequisites to the current activity, perform the Estimating: Implementation Activity activity so that the needed settings relates to estimates have been specified.
  2. Launch the MYOB Acumatica website, and sign in to the company in which the prerequisite activity has been performed. You should sign in as the implementation consultant by using the admin username and the password for this user valid for your instance.
  3. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, make sure that the business date in your system is set to today’s date. For simplicity, in this activity, you will create and process all documents in the system on this business date.
  4. Make sure that the Estimating feature in the Manufacturing group of features has been enabled on the Enable/Disable Features (CS100000) form.

Step 1: Creating an Estimate

To create an estimate, do the following:

  1. On the Estimate (AM303000) form, add a new record.
    Tip:
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. In the Summary area, specify the following:
    • Revision: A (automatically specified)
    • Inventory ID: NEWITEM (This item does not exist in the system.)
    • Item Description: New Item
    • Estimate Class: DEFAULT (automatically selected)
  3. Go to the Totals tab, and notice that the following has been done:
    • In the UOM box of the Order Qty section, EA has been selected.
    • In the Markup section, the box values have been copied from the settings of the DEFAULT estimate class.
  4. On the Operations tab, do the following:
    1. On the table toolbar, click Add Row.
    2. In the row, specify the following:
      • Operation ID: 010
      • Work Center: WC10 (automatically selected)
      • Setup Time: 02:00
      • Run Units: 15
      • Run Time: 01:00
    3. On the form toolbar, click Save.

Step 2: Specifying Operation Details

To specify operation details, do the following:

  1. While you are still viewing the estimate on the Estimate (AM303000) form, in the Operation ID column on the Operations tab, click the link with the 010 operation ID. The system opens the Estimate Operation (AM304000) form for the operation in a new browser tab.
  2. On the Material tab, click Add Row.
  3. In the row, specify the following:
    • Inventory ID: WIDGET01
    • Qty. Required: 1 (automatically specified)
    • Warehouse: RETAIL
  4. On the same tab, click Add Row to add another material row.
  5. In the row, specify the following:
    • Inventory ID: NEWMTL (This ID does not exist in the system, so you need to type it in the box.)
    • Description: New material
    • Item Class: WIDGETS
    • Qty. Required: 1 (automatically specified)
    • UOM: EA (automatically specified)
    • Unit Cost: 70.00
    • Backflush Materials: Cleared
    • Warehouse: RETAIL
    • Non-Inventory: Selected (automatically specified)
  6. On the Overhead tab, click Add Row.
  7. In the row, specify the following:
    • Overhead ID: ADMIN
    • Factor: 1 (automatically specified)
  8. On the form toolbar, click Save.

Step 3: Creating Stock Items for Non-Inventory Items

To create stock items for non-inventory items, do the following:

  1. On the Estimate (AM303000) form, open the estimate you created earlier in this activity.
  2. On the More menu (under Estimate Management), click Create Inventory Items. The system opens the Create Inventory Items (AM507000) form in a new browser window.
    Tip:
    You open the More menu by clicking the More button (…) on the form toolbar.
  3. Make sure that in the Estimate ID box, the estimate you created earlier in this activity is specified.
  4. Notice that A is specified in the Revision box.
  5. Notice that two rows (for the new item and new material) are displayed in the table.
  6. On the form toolbar, click Process All.

    The system opens the Processing dialog box and creates stock items from non-inventory items.

  7. Close the Processing dialog box.

Step 4: Creating a Bill of Material Based on an Estimate

To create a bill of material based on the estimate, do the following on the Estimate (AM303000) form:

  1. Open the estimate you created earlier in this activity.
  2. On the More menu, click Create BOM.
  3. In the Create BOM dialog box, which opens, do the following:
    1. Make sure that A is specified in the Revision box.
    2. In the Warehouse box, select RETAIL.
    3. Click Create. The system opens the Bill of Material (AM208000) form in a new browser window with a new bill of material and the values copied from the estimate.
  4. On the form toolbar, click Save.
  5. Close the Bill of Material form.

Step 5: Creating a Production Order Based on an Estimate

To create a production order based on the estimate, while you are still viewing the estimate on the Estimate (AM303000) form, the do the following:

  1. Refresh the browser tab with the Estimate form.
  2. On the More menu, click Create Production Order.
  3. In the Create Production Order dialog box, which opens, do the following:
    1. Make sure that RO is selected in the Order Type box.
    2. In the Warehouse box, select RETAIL.
    3. Make sure that STORAGE has been automatically specified in the Location box.
    4. Click Create. The system creates a production order and opens it on the Production Order Maintenance (AM201500) form in a new browser window.
  4. Notice that Estimate is specified in the Source box of the References tab (the Source section). This means that the production order has been created based on an estimate.

Step 6: Replacing Estimate Details with the Details of Another Estimate

To replace details of a new estimate by details of another estimate, do the following:

  1. On the Estimate (AM303000) form, add a new record.
  2. Make sure that A is specified in the Revision box.
  3. In the Inventory ID box, select MGWIDGET.
  4. On the form toolbar, click Save.
  5. On the More menu (under Estimate Management), click Create by Copying.
  6. In the Copy From dialog box, which opens, do the following:
    1. Make sure that Estimate is selected in the Copy From box.
    2. In the Estimate ID box, select the previous estimate that you created earlier in this activity.
    3. In the Revision box, select A.
    4. Select the Override Inventory ID box.
    5. Click Copy. The system copies the settings of the specified estimate to the current estimate.
  7. In the Inventory ID box, make sure that NEWITEM is selected.