Estimate Lines

This form contains the detailed item information that makes up a specific estimate, including the unit cost breakdown for estimate line items.

The Features tab is disabled if the item on the order or estimate does not require the configuration string.

When an active item number is entered, the Cost Detail information on the Cost Detail tab is updated from the item cost data. If you change the Item number to another active item, the Cost Detail information is updated. However, if you change the Item number to a non-existent item number, the system clears the Cost Detail information.

Note:  Estimates do not support co-product items.

The Actions menu includes these options:

  • Use Filter current and future estimates to filter the data to show only current and future estimate lines.
  • Use List Configuration to list selections made with the Features and Options configurator of CloudSuite Industrial.
  • Use List Configuration Values to display the configuration date, status, and model name, along with components and attributes for the configuration. This option is used with Infor CPQ Configurator.
  • Use Remove Config Hold to indicate that the configuration for an order line is no longer on hold. This option is enabled only when the Config Hold check box is selected for the order line.
  • Use the Post Configuration Status utility to process those post configuration records with a status of not completed.
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