Estimating: Implementation Activity

In the following implementation activity, you will learn how to configure estimating functionality.

Process Overview

In this activity, you will create an estimate class by using the Estimate Classes (AM206000) form. You will also specify the default settings by using the Estimate Preferences (AM103000) form; the system will apply these settings to new estimates.

System Preparation

Before you start configuring estimates, do the following:

  1. Launch the MYOB Acumatica website, and sign in to a company with the SalesDemo dataset preloaded. You should sign in as the system administrator with the admin username and the password for this user valid for your instance password.
  2. On the Enable/Disable Features (CS100000) form, do the following:
    1. In the Inventory and Order Management group of features, disable the Distribution Requirements Planning feature.
    2. Enable the Manufacturing group of features, and then enable the Estimating feature in this group.

Step 1: Creating an Estimate Class

To create an estimate class that will provide default settings for new estimates, do the following:

  1. Open the Estimate Classes (AM206000) form.
  2. Specify the following settings:
    • Class ID: DEFAULT
    • Description: Default estimate class
    • Item Class: MFGFG
    • Tax Category: EXEMPT
    • Engineer: Empty
    • Lead Time (Days): 15
    • Order Qty: 1
    • Labor Markup (%): 10
    • Machine Markup (%): 10
    • Material Markup (%): 20
    • Tool Markup (%): 20
    • Overhead Markup (%): 20
    • Subcontract Markup (%): 10
  3. On the form toolbar, click Save.

Step 2: Specifying the Default Estimate Settings

To specify default estimate settings, do the following:

  1. Open the Estimate Preferences (AM103000) form.
  2. Specify the following settings on the form:
    • Estimate Number Sequence: AMESTIMATE
    • Default Revision: A
    • Default Estimate Class: DEFAULT
    • Default Work Center: WC10
    • Default Prod. Order Type: RO
    • New Revision Is Primary: Selected
    • Update All Revisions: Selected
    • Update Price Info: Selected
  3. On the form toolbar, click Save.