Edit Process Estimate

This page allows you to modify the process cost details. Tell me more

Select the “Edit Process Estimate” link at the bottom of the page.

The “Edit Process Estimate” page appears.

Modify the following details, if required:

Estimate No.	The number identifying the estimate. If estimate number is left blank, then the system displays an error message.
	Help facility available.
Version	The number identifying the version of the estimate being created.
	Press <Enter> key.
	If version number is specified, then the system checks whether the version is valid and exists for the specified estimate. If the version exists, then the system retrieves the estimate details for the specified estimate number and version number. If the version number does not exist, then the system retrieves the estimate details for the specified estimate number and version set to “Zero”.

Click the “Get” pushbutton to retrieve the process cost details.

For the specified estimate, version, estimate line number and quantity break of the estimate line reference number, the system retrieves the estimate line reference process plan and cost details. If the qty break is “Required Quantity“, then the system retrieves process plan and cost details generated for the required quantity. Likewise, for all the values set to the qty break field.

The system displays the following:

Status	The status of the estimate created.
Estimate Date	The date on which the estimate was created.
RFQ No.	The number identifying the request for quotation for which the process cost details are to be modified.
Project	The name of the project as defined in MAC (Management Accounting) business component.

Modify the following, if required:

Estimate Line No

Use the drop-down list box to select the estimate line numbers generated for each row identifying the estimate details in the multiline. For the specified estimate number, the system retrieves the estimate line numbers of all the line items. If the line numbers does not exists in the “Edit Estimate” page, then the system displays the “First Value” as the default estimate line number. Otherwise, sets the selected line number from the “Edit Estimate” page as the default estimate line number.

Qty Break

Use the drop-down list box to select the quantity breaks based on which the process cost details are displayed. You can select from "Required Quantity", "Quantity Break 1", "Quantity Break 2" or "Quantity Break 3". The system displays “Required Quantity” by default on launch of the page.

Note: For newly inserted and updated rows, if the Qty Break is set to “Quantity Break 1”, “Quantity Break 2” or “Quantity Break 3”, then the system re-calculates the process cost of the item by specifying the quantity break as estimated quantity.

Click the “Get” pushbutton to retrieve the estimate process cost details.

The system displays the following:

Estimate PP	The code identifying the process plan used for the estimate.
PP Status	The status of the process plan.
Item Code	The code identifying the item of the estimate.
Var	The code or number identifying the variant of the item.
Item Description	The description of the item.
	Zoom facility available.
Estimate Qty	The quantity being estimated for the selected estimate number.
Unit Cost	The unit cost of the items estimated. The cost represents the total cost divided by the quantity.
Total Cost	The total cost of the items estimated. The cost represents the sum of the material and process cost.
Material Cost	The material cost of the items estimated. The cost represents the sum of the standard costs multiplied by required quantity of the input items of all the product structures.
Process Cost	The process cost of the items estimated. The cost represents the sum of the sub-activity times of the resources multiplied by standard rate of linked the cost element of all the activities of all the process plans.

Modify the following, if required:

Remark	The remarks relating to the estimate.
	Zoom facility available.

The system displays the following in the “Process Details” multiline:

PP Seq

The number identifying the activity sequence in the product structure.

Modify the following in the “Process Details” multiline, if required:

Resource No	The number identifying the resource for which the process cost details is retrieved.
	Press <Enter> key.
	The system ensures that the resource should not be left blank and should exist. The system checks for the existence of the resource in the “Process Model” business component for the given Business Unit. It also checks if the resource exists for the Estimate PP. If it does not exist, then the system displays an error message.
	Help facility available.

The system displays the following in the “Process Details” multiline:

Short Desc	The short description of the resource. The system retrieves the description from the “Process Model” business component.
Total Time	The total amount of time spent on the selected resource. The time represents If the activity basis is set to “Fixed”, then the total time represents the sum of the setup, batch and run time. If the activity basis is set to “Variable”, then the total time represents the sum of the setup, batch and (run time* total quantity).
Total Cost	The total cost accrued for each activity of the resource.

Modify the following in the “Process Details” multiline, if required:

Run Time	The amount of time spent on actual process during the run sub-activity. If the time is specified, it should be greater than zero .The run time must always be specified in hours.
Setup Time	The amount of time spent during the setup sub-activity. If the time is specified, it should be greater than zero.
Batch Time	The amount of time spent during the batch sub-activity. If the time is specified, it should be greater than zero.
Activity Basis	Use the drop-down list box to select the activity basis of the resource. You can select from “Fixed” or “Variable”. The system displays "Variable” by default on launch of the page.

The system displays the following in the “Process Details” multiline:

Item Code

The code identifying the item for which the process cost details are retrieved.

Check the box in the “Select” column of the multiline to select the material estimate for creating new version.

Click the “Create New Version” pushbutton to create direct estimates.

For each resource in the estimate line reference the process plan is identified based on the sub-activity time-types. The cost elements linked to the time-type specific to the resource are checked and retrieved by the system. If the cost elements are not found then the system retrieves the cost elements linked to the generic time-type.

Note: There may be multiple cost elements linked to the same time-type either specific to a resource or generic time type.

Check the box in the “Select” column of the multiline to select the process estimate for modifying its details.

Click the “Edit Estimate” pushbutton to modify the process estimate details.

The system checks the status of the estimate. If the status is “Authorized” or “Quoted”, then the selected estimate cannot be modified. The system checks whether the login user has “All” access permissions to the control unit from the “Organization Model” business component. For the inserted and updated rows, the system checks whether the resource exists for the estimate process plan. If it does not exists or is not in “Active” status, and then the system displays an error message. The system ensures setup, batch or run times should have entered.

For newly inserted rows, the system checks whether the specified resource exists in the process plan. If it does not exist, the system displays an error message. Otherwise, the system retrieves the activities, resources and sub-activities of the activities from the “Process Model” business component of the process plan mapped to the given product structure. The total quantity as defined in the “Process Model” business component is updated with the estimated quantity or the quantity breaks. The system saves the process plan sequence for the inserted rows by retrieving the increment process plan sequence from the “Organization Model” business component for the control unit of the process plan. The system finds the maximum of the already existing process plan sequence of the Estimate PP and adds the increment process plan sequence to display the new process plan sequence.

The system saves the estimate process plan details and refreshes the screen. The version number does not change.

Click the “Authorize Estimate” pushbutton to authorize the material estimate details.

The system displays the following:

Created By	The login ID of the user who created the process estimate.
Created Date	The date on which the material estimate was created.
Last Modified By	The login ID of the user who has last modified the material estimate.
Last Modified Date	The date on which the material estimate was last modified.

Edit Process Estimate - An overview

You can select the estimate and version for which the process cost details need to be modified from the calling screen or can select the estimate directly. The corresponding estimate details are retrieved by the system. You can also view the estimate details for the selected estimate line number. The cost details attached to the line number are also retrieved onto the header. You can make modification to the existing process details by changing the sub-activity times of the selected resource.

New resources can also be added to the process details by specifying the sub-activity times along with the resource attached to the activity. Based on the sub-activity times specified process costs are calculated and displayed and Material Cost remains unchanged. You can delete the selected process details in the multiline through the delete operation. You have the facility to create and update the new version for the estimate.