To use an estimate version

The estimate versions are defined using structural elements. A structure can be an imported activity structure, element structure, cost component structure, or the related extensions. These structures are imported from an existing project. You can also link a user-defined structure to an estimate version. In case, the project-structure data for the estimate version is not defined, you can use the estimate version without a linked structure.

You can create an estimate version using the Estimate Versions (tpest1100m000) session:

Step 1. 

Specify the Version for the estimate.

Step 2. 

Specify information such as the Estimate Date, Exchange Rate Type (Costs), Currency and the Exchange Rate Type (Sales).

Step 3. 

Specify the Version Amount. Note: The Profit Fee+ Management Reserve value must be less than or equal to the version amount.

Step 4. 

Define the structures for the estimate version. Infor LN allows you to define two types of structures:

  • Primary Structure: This is structure is linked to the estimate version and can be used to calculate the estimate. This structure is used to check the top-down constraints (if any). The primary structure is one of two structures that you can use to sort estimate lines. Alternatively, you can use the sort structure to sort estimate lines.
  • Additional Structure: The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate.

An estimate can have various versions. Each version is unique and is not derived from the previous version. Use the Copy Estimate Version (tpest1201m000) session to copy a version.