Quotations > Quotations Processing > Estimates

Estimates

You use this program to define the components and operations needed to make a non-stocked item. You also use this program to define the structural relationships between the parent and component parts.

Estimates are typically used by engineers and designers to estimate the possible cost of an item that the company has not previously manufactured.

A quotation would be sent to the customer based on the Estimated cost for the order quantity requested by the customer. The order quantity becomes the Economic Batch Quantity (EBQ) and if the customer accepts the quotation, then the non-stocked estimated item is created in stock and a sales order and job created.

Toolbar and menu

Field Description
File  
New Parent Select this to indicate a new non-stocked code to maintain.
Gantt Chart Select this to use the Quotation Operations Graphing program to view a Gantt Chart of the operations assigned to the non-stocked item.

The Gantt Chart is hot spot enabled (i.e. a mouse click anywhere on the chart enables you to perform appropriate functions that are available from the toolbar).

This option is only enabled when operations exist against the non-stocked item in the estimate.

Play Operation Select this to use the Multimedia program to view any multimedia objects assigned to the operation currently highlighted in the listview.
Zoom on Operation Select this to display the details of the operation currently highlighted in the listview.
Play Component Select this to use the Multimedia program to view any multimedia objects assigned to the component currently highlighted in the listview.
Zoom on Component Select this to display the details of the component currently highlighted in the listview.
Structure Import Select this to use the Quotation Estimate Structure Import program to copy operations and/or components to the current estimate from another estimate, stocked item or ASCII file.
Edit  
Add Operation Select this to add an operation to the estimate.
Insert Operation Select this to add an operation before the operation currently highlighted in the listview.
Change Operation Select this to maintain the operation currently highlighted in the listview.
Move Operation Select this to re-sequence operations in the listview. This option is available only if more than one operation is held against the parent stock code.
Delete
Option Description
Delete Operation Select this to delete the operation currently highlighted in the listview.
Delete All Operations Select this to delete all operations currently displayed in the listview.
View Operation Narrations Select this to view any narrations attached to the operation currently highlighted in the listview (see Browse on Standard Narrations).
Add Component Select this to add a component to the parent item.
Change Component Select this to maintain the component currently highlighted in the listview.
Delete
Option Description
Delete Component Select this to delete the component currently highlighted in the listview.
Delete All Components Select this to delete all components currently displayed in the listview.
Sequence
Option Description
Change Sequence Select this to change the sequence of the component currently highlighted in the listview.
Resequence Components Select this to re-sequence components in the listview.

This option is available only if the option: Structure sequencing required is enabled (Bill of Materials Setup) and more than one component exists against the parent stock code.

View Component Narrations Select this to view any narrations attached to the component currently highlighted in the listview.
Options  
Confirm Deletions Select this to be prompted to confirm the deletion of operations or components when you select to delete them. If you do not select this option, then the operations or components are deleted without warning.
Preferences Select this to configure your preferences for this program (see Preferences).
Parent non-stocked code Indicate the code of the non-stocked parent part for which you want to create an estimate.
Route Select the routing against which you want to maintain operations and components.

This defaults to route 0, but can be changed.

You can also select a different route if you want to create more than one route for an item.

[Note]

Routes for a non-stocked items can be defined using the Non-stocked Codes program.

If a route is not defined against the non-stocked item, then you cannot change the route for that item when using the Estimates program.

This only applies when the Alternate routings option is enabled Bill of Materials Setup).

Maintain hierarchies Select this to maintain hierarchies for an estimate for an hierarchical quotation. This enables you to associate the components/operations to the hierarchical heads/sections so that when the job, etc., is created, the costs for these are posted to the correct entries.

When you select this option, the hierarchical quotations associated with the estimate are displayed, enabling you to select the quotation required.

If this option is not selected, then the estimate is assumed to be for a non-hierarchical quotation.
Configurator Select this to use the Configurator Wizard program to create a customized item, whose components and operations will automatically be inserted into the estimate.
Functions  
Copy Select this to use the Quotation Copy to Estimates program to copy operations and/or components from another estimate or stocked item or from an ASCII file.
Create Select this to use the Quotation Stock Part Creation program to create a stocked part for the non-stocked item.
Cost/Lead Time Rollup Select this to use the Quotation Cost Implosion program to perform a cost and lead time calculation for an offer.
Hierarchy These options are only enabled when you select the Maintain Hierarchies option.
Maintain Hierarchy Select this to use the P&C Maintenance of Job Hierarchies program to maintain hierarchies for the job
Hierarchy Details Select this to review the hierarchy details for the job.

Preferences

You use the Preferences option from the Options menu to configure how you want to view operations in the treeview pane.

You can save these preferences against the operator or apply them only for the current run of the program.

Field Description
Save Select this to save the preferences against your operator code.
Close Select this to save the preferences for the current run of the program only.
Display Options  
Show treeview in plain text The default Estimate treeview display is in XAML. In this display, you cannot select to Show materials first when you include operations in the treeview.

Selecting this option enables you to choose any ordering option, including Show materials first.

Show operations in treeview Select this to include operations in the treeview pane.
Order Indicate the order in which you want to display operations and material allocations in the treeview. These options are only enabled if you selected Show operations in treeview.
Show materials first Select this to display materials first in the treeview pane.

You can only select this option when you select the option: Show treeview in plain text.

Show operations first Select this to display operations first in the treeview pane.
Sequence material by operation Select this to display materials according to the operation to which they are attached.
Sequencing Options This refers to the sequence numbers you want to attach to components you add. These options are disabled when the Sequencing Key is set to Alphanumeric (Bill of Materials Setup).
Default to automatic sequencing Select this if you want the system to allocate the sequence number automatically to components as you add them.
Gap to use for auto sequence numbering Indicate the gap you want to leave between the sequence numbers automatically allocated to the components you add.

For example, if you select 05 and the previous component had a sequence of 10, then the next component you add will be allocated sequence number 15.

Parent Non-stocked Information

Field Description
Non-stocked code This indicates the code of the non-stocked item for which you are currently viewing or maintaining the information.
Description This indicates the description of the non-stocked code.
Unit of measure This indicates the unit of measure for the non-stocked item.
Available to use Select this to make the estimate available for use in a quotation.

If this option is not selected, then the estimate is considered under development and is unavailable for use in a quotation.

The available to use status can be maintained for the top level parent as well as non-stocked sub assemblies. In addition, you can apply VB scripting to this option.

If a quotation detail line is created using the configurator, the estimate will automatically set to be available to use.

Estimate Parent Details

Field Description
Save Select this to save any Notepad information you entered. This only applies when the Notepad pane is pinned and you use that pane to enter free format text.
Non-stocked parent part This indicates the code of the non-stocked parent item you are currently viewing or maintaining.
Route This indicates the routing against which you want to maintain operations and components.

This only applies when the Alternate routings option is enabled (Bill of Materials Setup).

Notes Select this to use the Admin Notepad Editor (Rich Text) program to enter free format text against the non-stocked parent estimate.

Notepad

You use this pane to view and enter free format text against the non-stocked parent estimate.

You use the Save option in the Estimate Parent Details pane to save any changes you made to the text.

Estimate

The operations and components currently defined against the non-stock code you selected are displayed in a treeview, according to the preferences you indicated (see Preferences).

As you highlight an item in the treeview, the relevant information for that item is displayed in the Operations and the Components panes.

Note that details of subcomponents for a stocked component are not displayed. Although you can attach a stocked component to a non-stocked component, you cannot attach anything to that stocked item. This must be done in the Structures and Routings program. By displaying the sub-components for a stocked item it would imply that you can, by extension, maintain a stocked structure within estimates, which is not possible.

Operations

Field Description
Add Select this to add an operation to the estimate.
Change Select this to maintain the operation currently highlighted in the listview.
Delete Select this to delete the operation currently highlighted in the listview. You are prompted to confirm the deletion of the operation.
Functions  
Insert Operation Select this to add an operation before the operation currently highlighted in the listview.
Move Operation Select this to re-sequence operations in the listview. This option is available only if more than one operation is held against the parent stock code.
Delete All Operations Select this to delete all operations currently displayed in the listview. You are prompted to confirm the deletion of the operations.
Zoom Select this to display the details of the operation currently highlighted in the listview. Refer to Maintain Operations for Non-Stocked Code for details.
Play Select this to view any multimedia objects defined against the operation currently highlighted in the listview.
Gantt Chart Select this to use the Quotation Operations Graphing program to view a Gantt Chart of the operations assigned to the non-stocked item.

The Gantt Chart is hot spot-enabled (i.e. a mouse click anywhere on the chart enables you to perform appropriate functions that are available from the toolbar).

This option is only enabled when operations exist against the non-stocked item in the estimate.

Move Operation

This screen is displayed when you select the Move operation options from the File menu of from the Functions menu in the Operations pane.

Field Description
Move operation This indicates the operation number which will be moved.
Work center This indicates the work center for the operation to be moved.
New operation Indicate the position to which you want to move the operation.
OK Select this to move the operation to the position indicated in the New operation field.
Close Select this to return to the previous screen without moving the operation.

Listview

The information included in the Operations listview is described in the Maintain Operations for Non-Stocked Code section.

Operation Information

The information in this pane relates to the operations line currently highlighted in the Operations listview.

Maintain Operations for Non-Stocked Code

This screen is displayed when you select the Add Operation, Change Operation or Insert Operation options from the Edit menu or when you select the Add or Change icons from the Operations pane.

If a custom form is defined for Estimate operations and/or Estimate structures and at least one of the fields on the form is defined as mandatory (Custom Forms Entry) then you are prompted to enter the custom form details before you can save the operation. This only applies when you add an operation.

Field Description
Mode  
Add Select this to add a new operation.
Insert Select this to add an operation in a specific sequence.
Change Select this to maintain an operation.
Delete Select this to delete the operation currently displayed.
Save Select this to save the details you entered or changed.
Operation

You use this field to assign an operation to the parent stock code. If you enter an operation that already exists, you can select the Add function to insert this as a new operation.

You can define a maximum of 999 operations against each bill of materials structure.

Because operations are assigned to work centers (and work centers are assigned to cost centers), at least one cost center must be defined before you can add an operation.

Play Select this to view any multimedia objects currently defined against the operation.
Edit Select this to use the Multimedia program to define multimedia objects against the operation.
Operation Type  
Internal Select this to maintain an internal operation.
Subcontract Select this to maintain a subcontract operation.

Internal Operation Details

Field Description
General Information  
Operation This indicates the operation number you are currently maintaining.
Work center

You use this field to indicate the work center in which the operation must be performed.

Description This indicates the description for the work center.
Time unit of measure This indicates the time unit of measure defined against the cost center (Cost Centers) defined against the work center.
Quantity unit of measure  
Set-up time Indicate the time taken to ready a specific machine, process or work center for use. No usable items are produced during the setup period. It forms part of the operation elapsed time.
Startup time Indicate the time taken to gradually bring the specific machine, line or work center up to full production speed while producing usable product. It forms part of the operation elapsed time.
Startup quantity Indicate the quantity of product manufactured during the start up period and is deducted from the actual quantity to be manufactured when the run time is calculated.
Run time method This indicates the Run time calculation method defined against the work center (Work Centers).The values entered in the fields below and the fields available depend on the run time method.

For example, if the run time method against the work center is defined as Unit, then you will need to enter the Unit run time. If the method is defined as Rate or Block, then you will need to enter the Quantity and Time taken, for the unit run time to be calculated automatically.

Quantity Enter the quantity of the item that can be manufactured in the time entered in the Time taken field below. This field is only enabled if the Run time calculation method defined against the word center is Rate or Block.
Time taken Enter the time taken to produce the specific quantity of the item entered in the Quantity field.

This field is only enabled if the Run time calculation method defined against the word center is Rate or Block.

Unit run time

Indicate the time taken to produce one unit during full speed production. It forms part of elapsed time.

If the Run time calculation method defined against the work center is Block or Rate, then the Unit run time is calculated by the system according to the values you entered in the Quantity and Time taken fields.

You can only access this field if the run time calculation method for the work center is defined as unit.

Teardown time Indicate the time taken to close down the specific machine, line, or work center used in the operation after production is complete. It forms part of the elapsed time. Typically, no usable items are produced during the teardown period.
Wait time Indicate the amount of time between the end of the current operation and the availability of the product to be moved to the next work center. This forms part of elapsed time. Wait time is not included in the calculation of capacity required or in the costing calculations.
Capacity required This indicates the capacity required for the operation.
Capacity unit of measure This indicates the unit of measure for the capacity as defined against the work center (Work Centers).
Maximum units Indicate the maximum number of productive units available in the work center that can be used on the operation. This value is used in the calculation of capacity required and elapsed time.
Units description This indicates the description for the units in the Maximum units field.
Number of pieces Indicate the number of pieces involved in the operation. This enables you to mark quantities in a measure that is meaningful to you.

For example: If the job is to make bicycle wheels and this operation is to make spokes for the wheels, then you could indicate that 30 spokes (i.e. number of pieces) are required for each wheel.

Additionally, when making spokes for a bicycle wheel, the operator could mark the number of spokes produced during the operation enabling the system to calculate the number of wheels for which the operator has manufactured spokes.

Work center rate indicator Indicate the work center rate applicable to this operation.
Pricing basis You can only access these fields additional charges are allowed for estimates (Quotations Setup).
OptionDescription
MarkupSelect this if you want to apply a markup or margin percentage to be added to the total cost of the operation.
Selling rate indicatorSelect this to apply a selling rate to use to calculate the price the customer will be charged for this operation.
Markup % Enter the markup or margin percentage to add to the total cost of the operation. This depends on the pricing setup option selected in Quotations Setup).
Selling rate indicator Enter the selling rate indicator to use to calculate the price the customer will be charged for this operation.
Milestone operation

Indicate whether this is a milestone operation. This enables you to post labor to key operations and update all prior operations with labor postings.

Refer to the Milestone operation entry in the Glossary for additional information on milestone operations.

Time required in days  
Fixed elapsed time

Indicate whether the elapsed time of the operation must be dynamically calculated, or manually entered as a fixed number of days.

Select this to indicate that the elapsed time of the operation is manually entered as a fixed number of days.

If you do not select this option, then the elapsed time of the operation is dynamically calculated.

Dynamically calculated elapsed times means that if the batch size changes then the elapsed time is amended automatically. This enables the Requirements Calculation and Forward Finite Scheduling programs to take account of this when calculating suggested job start and delivery dates.

The Lead Time Calculation program re-calculates dynamic elapsed times providing you do not define the elapsed time as fixed.

Elapsed time

Indicate whether the elapsed time of the operation must be dynamically calculated, or manually entered as a fixed number of days.

Dynamically calculated elapsed times means that if the batch size changes then the elapsed time is amended automatically. This enables the Requirements Calculation and Forward Finite Scheduling programs to take account of this when calculating suggested job start and delivery dates.

The Lead Time Calculation program re-calculates dynamic elapsed times providing you do not define the elapsed time as fixed.

Movement time This indicates the time required for the operation to move between work centers.

If you enter -999 in this field, then this operation will run together with the preceding operation (i.e. this operation and the previous operation will run in parallel).

If the elapsed time for both operations is the same, then the two operations will start and end at the same time.

If their elapsed times differ, then you can force the operations to either end a the same time or start at the same time depending on how you sequence them.

If you sequence the longer operation first, then they will end together. If you sequence the shorter operation first, then they will start together. In each case, you set the -99 movement time against the second operation.

The entry made here is only used if you have not defined a movement matrix for the work center (Browse on Work Center Move Matrices).
Additional Information  
Inspection This field is only used for documentation purposes and can be printed on your factory documentation. It enables you to indicate the level of inspection required.
OptionDescription
NoneSelect this if no inspection is required for the operation.
FullSelect this if a full inspection is required for the operation.
SampleSelect this if a sample inspection is required for the operation.
Maximum operators Indicate the maximum number of operators permitted to process the operation. This may not exceed the number of operators assigned to the work center.
Machine This field is used for documentary purposes and indicates the default machine for the operation during labor postings.
Minor setup code This field is used for documentary purposes and is printed on the Dispatch List.
Minor setup time This field is used for documentary purposes and is printed on the Dispatch List. The entry made here cannot exceed the set-up time for the operation.
Tool set Indicate the tool set number for the operation. This can be printed on your factory documentation.
Tool set quantity Indicate the tool set quantity for the operation. The entry made here cannot exceed the quantity assigned to the tool set. This can be printed on your factory documentation.
Tool set consumption Indicate the tool set consumption for the operation. This can be printed on your factory documentation.
Progressive scrap

These options only apply when the Progressive scrap option is enabled (Bill of Materials Setup).

[Note]

If you define a fixed quantity per against a component, then any progressive scrap percentage or quantity you define against an operation through which that component moves is not applied.

Scrap percentage

Indicate the percentage of scrap you want to assign to the operation.

At the time of creating a job for the parent, any material allocation associated with this operation is inflated according to the scrap percentage entered.

Scrap quantity Indicate the quantity of scrap you want to assign to the operation.

At the time of creating a job for the parent, any material allocation associated with this operation is inflated according to the scrap quantity entered.

Transfer quantity These options are currently used for documentary purposes only. In future releases of the software, they will be used by the Factory Scheduling system.
Links  
Hierarchy Indicate the hierarchy to which the operation must be assigned.

You can use the P&C Maintenance of Job Hierarchies program to maintain hierarchies.

Narrations Select this to assign user-defined text to operations held against the parent stock code. See Operation Narrations.
Calculations Select this to view the run time method and capacity calculations for the operation.

Subcontract Operation Details

Field Description
General Information  
Operation This indicates the operation number you are currently maintaining.
Work center

Indicate the work center in which the operation must be performed.

Description This indicates the description for the work center.
Supplier Indicate the preferred supplier of the service. This defaults to the supplier assigned to work center.
P/order stock code Indicate the notation that will be entered under the stock code when a purchase order is generated. This is treated as a non-stocked item in purchase orders.
Quantity per This field is used for documentary purposes only and enables you to indicate the quantity of the purchased service required to make a single parent stock code.
Unit of measure This field is used for documentary purposes only.
Unit value

Indicate the subcontract value of the operation.

You must enter this value in local currency, regardless of whether the subcontractor is a foreign currency supplier.

Markup % / margin %

Enter the Markup/Margin % (depending on your selections in the Quotations Setup program), which must be added to the total cost of the operation.

The default displayed can be changed.

Planner Indicate the planner for this operation. The default is the entry assigned to the work center and can be used as a selection criterion when producing reports.
Buyer Indicate the buyer for this operation. The default is the entry assigned to the work center and can be used as a selection criterion when producing reports.
Tool set number Indicate the tool set number for the operation. This can be printed on your factory documentation.
Number of pieces

Indicate the number of pieces involved in the operation. This enables you to mark quantities in a measure that is meaningful to you.

For example: If the job is to make bicycle wheels and this operation is to make spokes for the wheels, then you could indicate that 30 spokes (i.e. number of pieces) are required for each wheel.

Additionally, when making spokes for a bicycle wheel, the operator could mark the number of spokes produced during the operation enabling the system to calculate the number of wheels for which the operator has manufactured spokes.

Inspection This field is only used for documentation purposes and can be printed on your factory documentation.
OptionDescription
NoneSelect this if no inspection is required for the operation.
FullSelect this if a full inspection is required for the operation.
SampleSelect this if a sample inspection is required for the operation.
Time required in days  
Lead time Establish the date on which a purchase order should be raised to reserve capacity at the subcontractor.
Offsite time Indicate the number of days that the component is off site. This is added to any dock to stock days to determine the elapsed time.
Dock to stock Indicate the number of days required for the inspection of the item. This is added to the offsite time to establish the elapsed time of the operation. The due date of the purchase order is set as the due date of the operation less the dock to stock time.
Movement time This indicates the time required for the operation to move between work centers.

If you enter -999 in this field, then this operation will run together with the preceding operation (i.e. this operation and the previous operation will run in parallel).

If the elapsed time for both operations is the same, then the two operations will start and end at the same time.

If their elapsed times differ, then you can force the operations to either end a the same time or start at the same time depending on how you sequence them.

If you sequence the longer operation first, then they will end together. If you sequence the shorter operation first, then they will start together. In each case, you set the -99 movement time against the second operation.

The entry made here is only used if you have not defined a movement matrix for the work center (Browse on Work Center Move Matrices).
Progressive scrap
[Note]
  • These fields only apply when the Progressive scrap option is enabled (Bill of Materials Setup).
  • You cannot maintain the scrap percentage or quantity once the job is confirmed, or allocations have been issued.
  • If you defined a fixed quantity of a component per parent, then any progressive scrap quantity or percentage defined against an operation through which the component moves is not applied.

Scrap percentage

Indicate the percentage of scrap you want to assign to the operation.

At the time of creating a job for the parent, any material allocation associated with this operation is inflated according to the scrap percentage entered.

Scrap quantity Indicate the quantity of scrap you want to assign to the operation. At the time of creating a job for the parent, any material allocation associated with this operation is inflated according to the scrap quantity entered.
Transfer quantity These options are currently used for documentary purposes only. In future releases of the software. They will be used by the Factory Scheduling system.
Links  
Hierarchy Indicate the hierarchy to which the operation must be assigned.

You can use the P&C Maintenance of Job Hierarchies program to maintain hierarchies.

Narrations

Select this to assign user-defined text to the operation.

You can select whether to enter specific narration text for the operation, or retrieve text assigned to a standard narration code if the option: Standard narrations for operations is enabled (Bill of Materials Setup).

See Operation Narrations.

Operation Narrations

This screen is displayed when you select the Narrations option.

Field Description
Narration code Select this to retrieve narration text assigned to a narration code (see Browse on Standard Narrations).
Specific Narration Select this to capture narration text for the operation.
Date Stamp Select this to insert the current date and your operator code at the top of the text narrations.
Copy Select this to retrieve narration text that has been assigned to a standard narration code.
Save Select this to save the text for the specific narration.
Close Select this to return to the previous screen. You are prompted to save the information you entered.
Close Select this to return to the previous screen

Operation Costs

Operation costs are established by accumulating the results of the following calculations:

  • If the economic batch quantity (EBQ) or productive units are zero, then 1 is assumed.

    If the EBQ is less than the (startup quantity x productive units), then the (startup quantity x productive units) is used as the EBQ.

  • Run value = (run time x run rate x (EBQ - (startup quantity x productive units)) / EBQ)
  • Setup = (setup rate x setup time x productive units) / EBQ
  • Startup = (startup rate x startup time x productive units) / EBQ
  • Teardown = (teardown rate x teardown time x productive units) / EBQ
  • Fixed overhead = (fixed overhead rate x ((run time x (EBQ - (startup quantity x productive units))) + (setup time x productive units) + (startup time x productive units) + (teardown time x productive units))) / EBQ

Components

Field Description
Add Select this to add a component to the parent item.
Change Select this to maintain the component currently highlighted in the listview.
Delete Select this to delete all the operation currently highlighted in the listview. You are prompted to confirm the deletion of the operation.
Functions  
Change Sequence Select this to change the sequence of the component currently highlighted in the listview.
Resequence Select this to re-sequence components in the listview. This option is available only if you selected the option: Structure sequencing required (Bill of Materials Setup) and more than one component is held against the parent stock code.
Delete All Components Select this to delete all components currently displayed in the listview.
Zoom Select this to display the details of the component currently highlighted in the listview. Refer to Maintain Components for Non-stocked Code for details.
Play Select this to view any multimedia objects defined against the component currently highlighted in the listview.
Query  
Where-used Select this to use the BOM Browse on Component Where-used program to view where the component currently highlighted in the listview is used as a component within a structure.
Work in Progress Select this to use the Inventory Browse on WIP for Stock Code program to view work in progress jobs for the component currently highlighted in the listview.
WIP Allocations Select this to use the Inventory Browse on Alloc for Stock Code program to view all material allocations of the component currently highlighted in the listview to jobs.
Alternate Stock Codes Select this to use the Inventory Alternate Stock Codes program to view and maintain ate stock codes for the component currently highlighted in the listview.

Change Sequence Number

This screen is displayed when you select the Change Sequence option from the File menu or from the Functions menu of the Components pane.

Field Description
Component  
Sequence number This indicates the current sequence number for the component.
Stock code This indicates the stock code and description of the component.
New sequence number Enter the sequence number to which you want to change the component.
OK Select this to change the sequence number of the component to the number entered in the New sequence number field.
Cancel Select this to return to the previous screen without changing the component's sequence number.

Resequence Materials

This screen is displayed when you select the Resequence Components option from the File menu or the Resequence option from the Functions menu of the Components pane.

Field Description
Starting sequence Enter the starting sequence number to use for resequencing all the components in the listview.

The number you enter here becomes the sequence number for the first component listed in the listview.

Sequence increment Indicate the sequence increments for each subsequent component in the listview.

For example, if the Starting sequence is set to 1 and you enter 5 in this field, then the 2nd component will have the sequence number 6.

OK Select this to resequence all the components.
Close Select this to return to the previous screen without changing the components' sequence numbers.

Listview

The information included in the Components listview is described in the Maintain Components for Non-stocked Code section.

If the Structure sequencing required setup option is not is enabled (Bill of Materials Setup), duplicate components will be consolidated in this listview.

Component Stock Information

The information in this pane relates to the component line currently highlighted in the Components listview.

Maintain Components for Non-stocked Code

This screen is displayed when you select the Add Component, Change Component or Insert Component options from the Edit menu or the Add or Change icons from the Components pane.

The components you define here are the items (stocked or non-stocked) which are needed to make the parent part.

Items with a part category of Notional part (Stock Codes) cannot be selected.

Field Description
New Select this to add a new component.
Delete Select this to delete the component currently displayed.
Save Select this to save the details you entered or changed.
Play Select this to use the Multimedia program to view any multimedia objects assigned to the component.
Edit Select this to use the Multimedia program to define multimedia objects against the component.

Component Maintenance

Field Description
Automatic sequencing Select this if you want the system to automatically allocate the sequence number for the components added. The sequence number defaults to the Sequencing - Default number specified in the Bill of Materials Setup program.

If you do not select this option, then you can manually define the sequence number for each component in relation to the parent stock code.

Sequence

Indicate the sequence number for the component in relation to the parent stock code.

The sequence number is used to show more than one occurrence of the parent/component relationship.

For example: If the same size screws must be used to secure a lid to a base and both of them to another component, you can indicate that eight screws are needed, or four screws are needed on two separate occasions.

You can only access this field if you indicated that structure sequencing is required (Bill of Materials Setup).

Regardless of whether you require structure sequencing, this field defaults to the entry made at the Sequencing - Default number field (Bill of Materials Setup). In addition, this field is disabled if you selected the Automatic sequencing option.

Non-stocked Select this if you want to enter a non-stocked component. The description for the previous field changes accordingly.
Non-stocked auto
Option Description
Auto generate Select this to automatically generate a new non-stocked component item number using the Browse on Non-Stocked Codes program. The non-stocked code is generated using the quotation number. This non-stocked code is specific to a quotation.

This option is only available if you selected the Links > Auto option from the Quotations program to automatically generate a new non-stocked parent item using the quotation number.

Stock code

Indicate the component stock item needed to make the parent part.

This cannot be a kit type item.

If you selected the option: Non-stocked, then you enter a non-stocked component item needed to make the parent part.

Quantity per Enter the quantity of the component needed to make one of the parent item.
Fixed quantity

Select this if the quantity per you entered in the previous field relates to a fixed quantity per parent.

You enter the number of parent parts that the fixed quantity is per in the Parent per fixed quantity field below.

[Note]

If you define a fixed quantity per against a component, then any progressive scrap percentage or quantity defined against an operation through which that component moves is not applied.

Parent per fixed quantity

Enter the number of parent parts that the fixed quantity is per. If you enter zero in this field, then the system assumes that you require the fixed quantity per that was entered, regardless of the number of parent parts to be made.

This field is only enabled if you selected the option: Fixed quantity above.

Offset
Option Description
Operation Select this to indicate the number of the operation for which you need the component.
Offset days Select this to indicate when the component must be available to make the parent part as a number of days.
Operation

Enter the number of the operation for which you need the component. This number can be in the range 1 to 999, where 1 indicates that the component is required for the first operation (i.e. at the start of a job).

You can select the Browse icon to use the Quotation Estimate Operations Browse program to view details of operations for the current non-stocked parent item.

This field is displayed if you selected the Offset > Operation option.

Days

Enter the number of days before the job completion date in which the component is required. The number of days entered is offset backwards from the finish date of the job.

For example: If the component is required 7 days before the completed manufacture date, then you would enter 7 here. An entry of 0 indicates that the component is required on the date a suggested job is due to be completed.

This field is displayed if you selected the Offset > Offset Days option.

Component type Indicate the type of component. This can be used to describe the component and can also be used as a selection criterion for reporting purposes.
[Note]

This field cannot be accessed when adding a phantom or soft phantom component.

Reference designator Indicate a reference to identify the component in an electrical schematic (circuit diagram) or on a printed circuit board (PCB).

This free format field usually consists of one or two letters followed by a number. Occasionally that number is then followed by a letter indicating that components are grouped or matched with each other.

Assembly place Indicates any additional sequence or reference for the placement of the component within the assembly.
[Note]

This free format field is mainly used for importing from CAD (Computer Aided Design) systems.

Item number Indicates a number, description and/or reference of the item on the assembly drawing.
[Note]

This free format field is mainly used for importing from CAD (Computer Aided Design), EPC (Electronic Parts Catalogue) or EPL (Engineering Parts List) systems.

Scrap percentage

Enter the percentage which must be added to the quantity per, to take account of scrap.

For example: If you enter 15% (for a quantity per of 1), then 115 components are allocated to make 100 of the parent items.

Scrap quantity

Enter the quantity which must be added to the components issued, to take account of scrap.

For example: If you enter a scrap quantity of 5 (for a one-to-one parent/component relationship), then 25 components are allocated to make 20 of the parent items.

This field is not available if you selected the option: Fixed quantity above.

Markup % / Margin %

Enter the Markup/Margin % (depending on your selections in the Quotations Setup program), which must be added to the total cost of the component.

The default displayed can be changed.

Override cost Select this to override the automatic cost calculation and enter a cost manually.
Cost Enter the cost required. This field is only enabled when you select the Override cost option.
Warehouse to use Indicate the warehouse from which the component must be issued.
Reason Enter the reason for adding a component.
Include component in kit issues Select this if the component must be used during kit issues.
Issue material scrap automatically Select this to issue the scrap percentage or quantity automatically when using the Job Issues program to process kit issues to the job.
Issue progressive scrap automatically

Select this to automatically process the scrap percentage, or quantity, defined against operations (i.e. the progressive scrap).

[Note]

Any progressive scrap percentage, or quantity, defined against an operation through which a component moves is not applied if you defined a fixed quantity per against the component.

Hierarchy Indicate the hierarchy to which the allocation must be assigned.

You can use the P&C Maintenance of Job Hierarchies program to maintain hierarchies.

Narrations

Select this to use the Admin Notepad Editor (Monospaced Text) program to assign user-defined text to the component.

You can only access this function if you indicated that structure narrations are required (Bill of Materials Setup).

Unit cost For a stocked component, this is the unit cost of the component from the Inventory warehouse table. The unit cost field is updated when you change the warehouse.

For a non-stocked bought out component, it is the unit cost from the Non-stocked table.

For a non-stocked made in component, the unit cost is not saved, but calculated from the cost roll up. Therefore, a hyperlink is enabled to the cost roll up for the component (with the quantity per value).

This field is hidden by default and is added to the form using the Show captions option.

Notes and warnings

Coding considerations

  • Note that the original cost estimate is used as the manufacturing cost of the item. If you over or under cost the job (by issuing more or less to the job) the difference is posted to the WIP variance account.

  • Estimates are purged when you use the Quotation Purge program and select to purge their non-stocked codes.

Error messages

  • The entered stocked part already exists on file as non-stocked item

    This error message is displayed when you attempt to create a stocked item from a non-stocked item and the option: New stock code in non-stocked table is not enabled (Inventory Setup). Enabling this option allows you to create a Stocked code that already exists as a Non-stocked code in the Quotations module.

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.

eSignature Transaction Description
QOT Estimate add component

Controls access to the Add Component function in the following programs:

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Estimate Structure Import

QOT Estimate change component

Controls access to the Change function for Components in the following programs:

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Estimate Structure Import

QOT Estimate delete component

Controls access to the Delete function for Components in the following programs:

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Estimate Structure Import

QOT Estimate add operation

Controls access to the Add Operation function in the following programs:

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Estimate Structure Import

  • Quotation Estimate Routing Import

QOT Estimate change operation

Controls access to the Change function for Operations in the Estimates program.

QOT Estimate delete operation

Controls access to the Delete function for Operations in the following programs:

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Estimate Structure Import

  • Quotation Estimate Routing Import

QOT Available to use

Controls access to the Available to use field in the Estimates program.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.