Configuring an Estimate Job

To configure an estimate job, do the following:

  1. From the Estimate Job Orders form, add or update a job for a configurable line item with a status of Planned. When you save the job, the Configure button is enabled.
  2. Click Configure. The configuration user interface (UI) for the item displays.
  3. Configure the estimate job. Refer to the configuration application documentation for additional information.
    Note: When you are in a configuration session, the system prevents you from accessing any CloudSuite Industrial forms or online help.
  4. After the system returns the configured estimate job, process it according to your standard procedures.

After processing, the system updates the Estimate Job Orders form with the configuration information.

Note: 
  • For a configurable job/item with an incomplete configuration, or which has not been configured at all, the Configure button remains enabled.

    When a configuration is complete, the Configure button changes to Configure-Complete.

  • If Auto Job Generation is set to Always for this item on the Items form General tab, a cross-reference job is automatically created.

    If Auto Job Generation is set to Prompt, the system asks if you want to create a cross-reference job.

  • Rules can be defined that place an Infor Configure Price Quote  configuration on hold if, for example, an option in the configuration requires approval. When the original user completes the configuration, the Configure button for the line is set to Configure-HOLD, and the Config Hold field is selected. When a configuration is approved, you can either reconfigure the estimate job to remove the hold in Infor CPQ, or you can select the Actions > Remove Config Hold menu option in CloudSuite Industrial. The button label is updated to Configure-Complete and the Config Hold field is cleared.

    The configuration hold extends to any sub-jobs. Those sub-jobs cannot be released until the hold is removed.

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