ES-B  Print Estimates

Purpose of Program

Use this program to get a detailed printout of estimate costs and margins.  This report is for internal use and is generally not sent to prospects or customers.

The report consists of four sections: the bills of material, routings, extra charges, and summary.  The first three sections will be repeated for each estimate quantity specified when running the report.  One summary page will print for all quantities.  You can run the report in summary only, which prints just one page, or with full detail, which prints all four sections.  The bill of material can be specified to print all costs rolled into one level or to show all levels of the product structure.

Only estimate summary information is permanently stored in the estimate file.  The estimate detail is calculated on-the-fly each time this report is run.  If you need to keep this detail on file, you should run a hard copy report or capture the report on disk using the D (disk file) option when the report is run.  If you send it to disk, you must specify a file name.  The file will be stored in the DBAMFG or EVOERP subdirectory.

General Program Operation

You can print this report for one or a range of estimates.  Specify a range of quote numbers or select estimates from a pop-up window by pressing F2 (or clicking on the Lookup button).

You are next prompted if you want to print the summary only.  If you answer yes, you will only get the last page of the report, which reprints the summary spreadsheet format found on the Summary screen in ES-A  Enter Estimates.  If no, the cursor will advance to the quote quantity section.

Separate pages for the bills of material, routings, and extra charges will print for each quote quantity specified.  This can make the report quite long on multiple quantity quotes.  You can restrict the report to specific quantities by entering a Y only against the quantities for which you want detail printed.

Next you are asked if you want to include multiple levels.  If you answer no, all lower level costs will be rolled up into single figures for the first level in the bill of material.  If you answer yes, the bill of material section will be an exploded view of all costs in all levels of the product structure.  Finally, you are asked if you want the bill of material remarks and notes printed.

You can view the report on the screen, or send it to the printer or to a disk file.  If you send it to disk, you will be prompted for a file name.  The file will be stored in the DBAMFG or EVOERP subdirectory.