Creating an Estimate Job

An estimate job contains information about the item being quoted, including quantity required and scheduled completion. However, it is not included in actual Shop Floor production schedules.

Note: If you are using the Molding Industry Pack and you are creating an estimate co-product job order or an estimate co-job order, see the topics on Creating an Estimate Co-product Job, or Creating an Estimate Co-job.

To create a new estimate job order:

Open the Estimate Job Orders form and on the toolbar, click the Filter-In-Place button.
Select Actions > New.
Enter the appropriate data in these fields:
- Job: A unique number, character, or combination. By default, the system uses the next unique number. You can use the suffix to represent a sub-assembly of another job. You can set up a global prefix, Job Prefix, on the Shop Floor Control Parameters form to display a sequential number.
- (Job Suffix) (optional): Enter a suffix which identifies this estimate job as a sub-assembly of another estimate job. The estimate job suffix can be turned off by setting the Job Suffix flag to No on the Shop Floor Control Parameters form. Estimate jobs and jobs can use the same job suffix parameter.
- Item: Enter or select a valid item number for the finished good item.
- Rework: If this is a rework order, select the Rework check box. A rework order allows the item you want to repair to be the end item and a component on the job. This recursive BOM structure is allowed only on rework orders.
- Job Date: By default, the system uses the current system date (you do not need to change this field unless you want the job's creation date to be different than today's date).
- Status: Select a status or accept the default of Working.
  See the Status field description.
- Revision (optional): Enter the appropriate revision information when an inventory item is affected by an Engineering Change Notice.
- Released: Enter the number of items to be produced for this job.
- Start Date: Enter the start date for the estimate job. The End Date field is the date by which it should be completed. The start date is required; the system calculates the end date when you save the job. The projected date is entered automatically when you click the Get ATP or Get CTP button or when you run the Planning or Scheduling activities.
  Note: If the start or end date falls on a weekend and Saturday and Sunday are not defined as manufacturing days, the system adjusts the date to reflect a weekday.
Select the References tab. Enter the appropriate data in these fields:
- Destination: Select the desired destination type. By default, the system uses Inventory. The system uses this field along with the Line field to look up the Qty Ordered, Order Date, and Due Date.
- Parent Job (optional): Enter the parent job number if this estimate job is a sub-assembly of another estimate job.
- Finish Job (optional): Enter the job order number that defines the finished product into which this job's item is to be assembled. By default, the system uses the current estimate job.
To save the new estimate job, select Actions > Save.