Using the Estimation Worksheet

The Estimation Worksheet form shows all estimate jobs that reference existing estimate order line items. You can use this form to modify the costs to produce each job's items.

  1. Open the Estimation Worksheet form and specify a job.
  2. In the Estimation section, specify this information:
    Estimate
    Select the estimate number.

    On the classic form, select this value in the Order Ref field.

    Estimate Job
    Select the estimate job number.

    On the classic form, select this value in the Job field.

    Co-product Mix
    Select the co-product mix number or name.
    Vendor Price Breaks
    This field is enabled if the specified job uses an item with materials for which vendor price breaks were entered.

    Select this check box to apply the price breaks to the worksheet.

  3. In the Items section, specify this information:
    Qty Ordered
    Specify the number of items to order.
    Calculation
    Select one of these options:
    • Extended Cost/Unit + Percentage: Adds a percentage of the original extended cost, as displayed in the Cost/Unit field, to the original extended cost.
    • Extended Cost/Unit + Dollar Amount: Adds a flat domestic currency amount to the extended cost, as displayed in the Cost/Unit field.
    • Set Fixed Net Price/Unit: Uses the fixed net price per unit, without the original extended cost.
    • Use Group Markup: Adds a percentage to each costing element.
    • Use Discounted Unit Price: System automatically calculates the net prices using the unit price amount.

    On the classic form, select this value in the Price Basis field.

    Calculation Value
    Specify the amount applied to the basis formula.

    On the classic form, specify this value in the Estimate Worksheet field.

    Discount %
    Specify the percentage discount applied to the order.

    On the classic form, specify this value in the Sales Discount field.

  4. If you select the Use Group Markup calculation, in the Group Markup section, perform these steps:
    1. Specify the percentage markup for each costing element.
    2. To update the record with the new markup, click Apply Markup.
    3. To reset all Group Markup fields to zero and update the grid, click Clear Markup.
  5. To recalculate the unit cost, click Reprice.
  6. To apply the costs to the job BOM, click Update Job Matl Cost.

    On the classic form, click Update Job Material Unit Cost.

Note: If you have made changes to sub jobs, open the Estimate Job BOM Cost Roll Up utility form and select the Reset Job Ref Material from Ref Est Job check box. Run the process to ensure accurate cost calculations.
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