Estimate Lines (tpest2100m000)

If the version status is Free, you can add structures to the version, change the version amount, and so on. For example, you can still swap the primary structure with one of the additionally added structures.

If the version status is Final, the version is frozen. You can only change the status back to Free and/or change the sort structure.

How the calculation is performed depends on your user settings and the leading estimate type of the structural element. If the LET of the structural element A is top-down and you have two lines for A, one top-down and the other bottom up. The top-down line is used in the LET total calculation of that structural element. For bottom-up elements the Level field value for cost and sales level types in the Structural Elements (tpest1120m000) session, determines what line is aggregated.

You can also use a project item or a customized item.

gross quantity = quantity * (1 + scrap factor / 100) * adjustment factor * (norm / production rate)
		  

gross quantity = quantity * (1 + scrap factor / 100) * adjustment factor
		  

gross quantity = quantity * (1 + scrap factor / 100) * adjustment factor
		  

If the norm is changed, the amount is recalculated:

cost/sales amount = quantity * norm * cost price * (1 + scrap factor/100) * adjustment factor

If this line is launched to a project budget, the budgeting method of the linked activity or project is Labor Norms.

If the production rate is changed, the amount is recalculated:

cost/sales amount = quantity unit * cost price/production rate * (1 + scrap factor/100) * adjustment factor

If this line is launched to a project budget, the budgeting method of the linked activity or project is Production Rate.

If the primary structure is Activity or Element, the activity/element start date is the default date. In case of another estimate-version structure type, the project start date is the default date. If the activity schedule is changed, you can update the date of incurring cost.

For items without an item code, the buy-from business partner can be used to create project items while launching the estimate to budget.

Example

The cost price is EUR 100 per hour and the quantity is 1,000 pieces, the norm determines the calculation. If the norm is: one hour makes two pieces, the amount becomes EUR 5,000.

landed amount = cost amount + surcharges (additional costs)

gross sales amount = landed cost amount + contingency + escalation + markup

gross sales amount = landed cost amount + contingency + escalation + markup

If the primary structure is Activity or Element, the activity/element finish date is the default date. In case of another estimate-version structure type, the project finish date is the default date. If the activity schedule is changed, you can update the date of expected sales.

net sales price = net sales amount / quantity

It is calculated as follows:

profit percentage = {(net sales amount - cost amount)/cost amount} * 100

The primary structure is entered in the Estimate Versions (tpest1100m000) session. In the Swap Structures in Version (tpest1202m000) session, you can swap the first additional structure position with another predefined additional structure that is also linked to this estimate version.

For example, you define two statuses: Request for Quotation and Final Supply. The status can be Request for Quotation if you are not sure about the costs of a supply for the estimate line. Link, for example, only the related cost fields to this status. The Include in Cost check box must be cleared. These cost lines are not included in the total cost calculation. You can change the status of the cost lines to Final Supply later, when you receive the answer to the quotation and you know the cost price of the supply. Now, select the Include in Cost check box.

The statuses Request for Quotation and Final Supply are examples. You can create your own status list.

If the logon you are using has no estimate options by user, the Include in Scope check box is automatically selected for each new estimate line. Use this check box to define alternative lines for the bid and the input for the totals. If the alternative is out-of-scope, the Include in Scope check box value is higher in hierarchy than the value of the Include in Cost and Include in Sales check boxes. As a result, estimate lines with the Include in Cost and Include in Sales check boxes selected, but with the Include in Scope check box cleared, are not considered in the totals. You can select or clear this check box with a user-defined status.

If you click Aggregate Totals, the line amount is included in the total and landed cost. The display of the Include in Cost check box is based on the setting in the Estimate Lines Utilities (tpest2201m000) session. If the logon you are using has no estimate options by user, the Include in Cost check box is automatically selected for each new estimate line. This check box can be cleared with a user-defined status.

If you click Aggregate Totals, the line amount is included in the total and landed cost. The display of the Include in Sales check box is based on the setting in the Estimate Lines Utilities (tpest2201m000) session. If the logon you are using has no estimate options by user, the Include in Sales check box is automatically selected for each new estimate line. This check box can be cleared with a user-defined status.