In the Estimate field, specify an
estimate ID or leave this field blank to cause the system to generate
a new estimate ID.
In the Status field, specify the
current status of the estimate: Planned,
Quoted, Working,
or History. This field is required.
In the Start Date field, specify
the date the quote will be given to the customer, or accept the default
of today's date. This field is required.
Specify the Customer and customer
Ship To, if applicable. Otherwise,
specify the Prospect. If a customer
is specified, the Prospect field is
disabled.
Specify the Opportunity number,
or leave this field blank.
In the Salesperson field, accept
the default salesperson or specify a new salesperson. The default
is determined by the estimate header, if one exists. Otherwise, it
is determined by the Customer Ship Tos
form.
In the Taken By field, specify,
for reference purposes only, the name of the person who entered this
estimate into the system.
In the Resource field, specify a
resource or leave the field blank. If you specify a resource, the
BOM Type field will display the bill
of material type of the resource.
If the BOM Type is Item,
specify this information in the grid:
Item
Quantity/Cycle
Price Basis
Price Basis Amount
Unit of Measure
Status
Due Date
Ship Site
Source Type
To copy a BOM into the Operations and Materials grids, specify
Category and Selection
and click Copy. This button is disabled
when you add a new record in the Item grid.
As needed, click Estimation Worksheet
to open the Estimation Worksheet form,
where you can adjust cost and other factors in an effort to determine
the best net price.
As needed, click Reprice to recalculate
the Unit Price.
When you are satisfied with the estimate, save the record to display
the item's Current BOM and create an estimate job.
To copy the estimate to an order, click Convert
Order to open the Copy Orders and Estimates
form.