Estimating: Implementation Checklist
The estimating functionality uses master data from the bills of material forms for estimating labor, overhead, tooling, and machine costs. Therefore you need to define this elements and create the necessary work centers before operation details.
Estimating Configuration Check List
| No. | Task | Description |
|---|---|---|
| 1 | Enable the estimating feature | On the Enable/Disable Features (CS100000) form, make sure that the Estimating feature is enabled under the Manufacturing Suite group of features. |
| 2 | Create the required estimate classes | Use the Estimate Classes (AM206000) form to define them. You must specify a class when you build an estimate. |
| 3 | Define the numbering sequence for the estimation ID | Create a numbering sequence for estimate IDs on the Numbering Sequences (CS201010) form and specify the sequence on the Estimate Preferences (AM103000) form. |
| 4 | Define work centers | Use the Work Centers (AM207000) form to define the areas where work will be performed. Normally these are areas of a warehouse intended to be used in the production processing such as assembly, cutting, painting, and testing. These can also be used to track outside processing. These track standard labor rates (optional), overheads (optional) and machines (optional). You cannot add an estimate operation details on the Estimate Operation (AM304000) form unless you define a work center. |
| 5 | Complete the estimate setup | Use the Estimate Preferences (AM103000) form. This must be completed before you can use the estimating functionality. |
| 6 | Optionally create notification templates | Estimates use Employees (EP203000) records to indicate the Owner and/or Engineer of an estimate. You can use business events functionality to track changes of estimates. For details, see Using Business Events. |
| 7 | Determine if estimates will be used on customer management forms | On the Customer Management Preferences (CR101000) form, select the Allow Estimating check box. For details on modification of the printing form for opportunity quotes, see Estimating: Modifying the Opportunity Quote Form to Include Estimates. |
| 8 | Determine if estimates will be used in sales orders | On the Order Types (SO201000) form, select the Allow Estimating check box. Typically, estimates are used for orders with the Quote type because they may contain non-inventory items. For details on modification of the printing form for sales quotes, see Estimating: Modifying the Sales Quote to Include Estimates. |