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ES-D Quick Estimate (Evo-ERP)

 

Purpose of Program

Use this program to enter or revise estimates.  The program can be used to create and edit a single item estimate or update and edit the lines of a multi line estimate created in ES-A Enter Estimates (Evo-ERP).  For multiple line estimates, the original entry may be made using ES-A Enter Estimates (Evo-ERP) but subsequent edits to generate the BOM, Routing, obtain Vendor pricing and ultimately roll up the costs is easier to access each line individually using this program.

General Program Operation

When creating a new Estimate, the item number is required.  Next (or when being called from ES-A Enter Estimates (Evo-ERP) ) enter Estimate detail including the Description (if an Order Description was not entered in the Estimate Header, Drawing and Revision, Expiration Date, and optionally Quote Revision ad Opportunity type.

Up to ten quantity breaks can be entered and the margins are pulled from Estimating Defaults but can be edited for a specific estimate.

Once the basics for the estimate have been entered, there are buttons on the bottom for BOM and Routing.  Clicking BOM opens the BM-A  Enter Bills of Material program with a copy option that can copy from either Production ot Estimating BOMs and  that saves to the Estimating file rather than production.  Clicking Routing opens RO-A  Enter Routings program with a copy option that can copy from either Production ot Estimating Routings and  that saves to the Estimating file rather than production.

Once the BOM has been entered, clicking the RFQ button opens a list of all the type R parts at all levels of the Bill of Material with the total quantity of each required per a single top level assembly.  Whether a primary Vendor is assigned is indicated as well as the Standard Cost (which will be used in the cost rollup if no RFQ or Estimating cost is entered) and the RFQ Status (which will be blank on the first entry to the screen but later will show RFQ status.)   You can tag groups of items to generate RFQs and then select one or more vendors to send them to.  Click Process and the RFQs will be generated and can be printed and sent to the vendors using PO-E  Enter/Print RFQ's.  Once the vendors come back with pricing, the RFQ Prices  button can be used to enter them and designate which price for a fiven otem will be used in the Estimate.

There is a Extra Charges tab that can be used to enter extra charges and then the Summary 1-5 and Summary 6-10 Tabs calculate the roilled up cost for each quantity, adds inthe margins and generates the suggested price.  The price can then be overridden, for example to round to an even dollar amount.

 

Clicking Save will save the Estimate detail.  If it was called from ES-A Enter Estimates (Evo-ERP), then saving the estimate on this screen will save the line and return to add an additional line.