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This activity allows you to make estimation for the selected or entered items. Tell me more
Select the “Create Estimate - Direct” link under the “Estimate“ business component.
The “Create Estimate - Direct” page appears.
Enter the following details in the “Transaction Details” group box:
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Estimate No. |
A unique number identifying the estimate created. If the estimate number has been specified then it should not already exist for the login Business Unit. If the estimate number has not been specified, then the system generates a number based on the numbering scheme from “Numbering Class” business component defined in inventory. The system displays the “Default Numbering Type” by default on launch of the page. |
The system displays the following in the “Transaction Details” group box:
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Version |
The number identifying the version of the estimate being created. |
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Status |
The status of the estimate being created. By default estimate is saved in “Draft” status”. |
Enter the following in the “Transaction Details” group box:
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Estimate Date |
The date on which the estimate is created. If the date is not specified, then the system displays the “Current Date” as the default date. If the date is specified, then it should be in the correct Date Format. |
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Project |
The name of the project as defined in MAC (Management Accounting) business component. If the project is specified, then the system checks for its existence in the “Order Definition Settlement and Costing” business component. If the project does not exist, then the system displays an error message. |
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Help facility available. |
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Estimated By |
Use the drop-down list box to select the “Estimated By” of type “Maintained By” as defined in the control units from “Organization Model” business component for which the login user has “All” access permissions to the login Business Unit. If the default value exists through “Save Template” field then the system defaults this field with the saved value. Otherwise, displays the “First Value” as the default value. |
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Copy Estimate No. |
The number identifying the estimate along with it details being copied to the respective fields. |
Click the “Copy Estimate No.” pushbutton to copy the estimate details already defined to the required fields.
The system retrieves the details of the Copy Estimate Number and sets version to “Zero” and sets “Blank” to the estimate number field.
Enter the following in the “Transaction Details” group box:
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Save Template |
Select the checkbox to save the default values to the estimated by and estimate basis fields. |
Enter the following in the “Item Details” multiline:
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Item Code |
The code identifying the item for which estimation has to be done. If the item is specified and variant is not specified, then the system checks whether the variant exists for the given item. If it exists then the system displays an error message. If the item/item variant combination is specified, then the system checks if the item exists and is in “Active” status from the “Item Administration” business component. If it does not exist and not “Active”, then the system displays an error message. |
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Help facility available. |
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Variant Code |
The code or number identifying the variant of the item being estimated. |
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Item Desc. |
The description of the item. |
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Required Qty. |
The required quantity to be estimated. The required quantity should not be left blank. |
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UOM |
The production unit of measure. The UOM should not be left blank. The system checks whether the UOM is valid and is in “Active” status and whether it allows fractions from “UOM Administration” business component. If the UOM does not allow fractions and the quantity has been entered with fractions, then the system displays an error message. |
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Help facility available. |
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Required Date |
The date on which the estimation is required. If the required date has been specified, it should be in the correct Date Format. If the required date has been specified, then it should be greater than or equal to the current date. |
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Plant |
Use the drop-down list box to select the valid plants. The system retrieves the warehouse Organization Units mapped to the estimate Organization Units from the “CIM Model” business component. The system displays “First Value” by default on launch of the page. |
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Estimate Basis |
Use the drop-down list box to select the estimate basis. You can select “PP”. |
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Estimate Level |
Use the drop-down list box to select the level of estimate. You can select the value “Single”. The system displays “Single” by default on launch of the page. |
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Estimate PS |
The number identifying the product structure of the item being estimated. If the product structure is specified, then the system checks if the product structure exists and is in “Active” status for the login Business Unit from the “Bill of Material Model” business component. If the product structure does not exist and is not active, then the system displays an error message. If the product structure is specified, then the system checks if the product structure is valid for the specified estimate date. If it is not valid, then the system displays an error message. |
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Help facility available. |
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Estimate PP |
The number identifying the process plan of the item being estimated. If the Estimate Basis is set as “Process Plan” and this field is specified, then the system checks if it exists and is an active process plan for the login Business Unit from the “Process Model” business component. If it does not exist and is not valid, then the system displays an error message. |
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Help facility available. |
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Qty. Break 1 |
The break quantity requested for estimation. The estimate is done for this intermediate quantity specified. |
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Qty. Break 2 |
The break quantity requested for estimation. The estimate is done for this intermediate quantity specified. |
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Qty. Break 3 |
The break quantity requested for estimation. The estimate is done for this intermediate quantity specified. |
Check the box in the “Select” column of the multiline to select the estimate for creating its details.
Click the “Create Estimate” pushbutton to create direct estimates.
The system ensures that at least one record must be specified in the multiline. If the quantity breaks are specified, then the system calculates the material and process cost of the item considering quantity breaks as the estimate quantity. The unit costs for each item in the multiline has to be calculated for the required quantity and the quantity breaks (if any) as the total cost without overheads divided by quantity. The total cost without overheads is calculated as the sum of material and process costs. The system saves the estimate details and when the page is refreshed the version should be set to “Zero” and the status should be set to “Draft”.
To proceed, carry out the following
Select the “Edit Estimate” link at the bottom of the page to modify the estimate details.
Select the “Attach Notes” link at the bottom of the page to attach notes.
Create Estimate - Direct - An overview
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You can specify the item for which the estimation has to be done. The required quantity, UOM and date fields for which the item has to be estimated can be specified. You can specify the corresponding product structure and process plan in the multiline. You also have a facility to copy the previously defined estimate details to the selected estimate using copy estimate operation. Through this facility you can retrieve the estimate details and can save the same or modify the details to the estimate being created.
You have the option of specifying the various quantities at which you need to estimate other than the required quantity. By specifying the break quantities, you can further estimate at each quantity level. The status and version of estimation gets updated accordingly for the estimation created. By default, estimation will be created in “Draft” status.
Optional
Item must be defined in the “Item Administration” business component.
Product structure must be defined in the “Create Product Structure” activity of the “Bill of Material Model” business component.
Process plan must be defined in the “Create Item Process Plan” activity of the “Process Model” business component.
