Estimate Lines (tpest2100m000)

	Estimate Lines (tpest2100m000) Use this session to maintain and display the estimate lines. Some of the columns that are maintained in this session are defaulted based on the settings in the User Profile (tppdm0101s000) session. Note Even if fields are not displayed in the Estimate Lines (tpest2100m000) session, the hidden fields are filled with defaults or calculation results. Using the Update Prices and Rates in Estimate (tpest2203m000) session, you can view the totals and differences of the costs and sales amounts, before and after the price updates. The Requests for Quotation option is visible, only if the Requests for Quotation option is selected in the Procurement Parameters (tdpur0100m000) sessions. You can also assign skills using the Required Skills option in the References menu. However, you cannot assign skills for material. You can use the Generate Product Structure option from the Action menu to generate a customized product variant structure for the item. Infor LN allows you to select if a new PCS project is to be generated or an existing PCS project is to be used, for the customized item. Menu options Only the menu options that require an explanation are described here. On the appropriate menu, click Estimate. The following sessions can be started: Estimate Versions (tpest1100m000) User Profile (tppdm0101s000) Estimate Structures (tpest1110m000) Structural Elements (tpest1120m000) Using alternative items in Project On the appropriate menu, click Compute Prices. Calculates the cost or sales price of a line. On the View menu, click Sort by Project, Version, Estimating type, Sorting Structure. If the number of estimate lines requires sorting for a better overview, you can use the Sort By function. The actual sort structure is defined in the Estimate Versions (tpest1100m000) session and is one of the additional structures. On the appropriate menu, click Modify Utilities. This option contains several utilities. You can renumber the lines, change the line status, change dates, update the line number logic, and replace structural elements. On the appropriate menu, click View Map. With the map, you can apply a filter on the estimate lines. On the map, by default, the Use Filter option on the appropriate menu is selected. Click the structural element in the map structure, which you want to see in your estimate line filter. On the appropriate menu, click View Details or right-click and, on the shortcut menu that appears, click View Details. In the Estimate Lines (tpest2100m000) session, you see the structural element of your choice with (filtered) the element’s code in the column heading. On the status bar, the message Mapfilter active: %1$s. appears. To switch off the filter, go to the map view and select the Use Filter option. The filter option is cleared. The status bar in the Estimate Lines (tpest2100m000) session reads No mapfilter active. and each estimate line is displayed again. Estimate Line Buttons The first five buttons are used to calculate a price; click Configure to configure an item. If you click Aggregate Totals, modified amounts are calculated for the lines. The aggregated totals are used to calculate the estimate. You will find the following totals expressed on the estimate lines in the Cost and Sales boxes. The totals are expressed in the estimate-version currency. The total amounts are calculated in three ways: LET ( leading estimate type) Sum of all the estimate lines of your primary structure, with the leading estimate type of the used structural element. Top Down Sum of all the estimate lines with the Top Down estimate type. Bottom Up Sum of all the estimate lines with the Bottom Up estimate type. Note: whether the Detail or Total line is used in the calculation, depends on the structural element's level type. Note Totals are not calculated if no structure is defined for the estimate version. Lines can be excluded of the calculation if the lines are not included in the scope or are excluded from the sales or cost estimate. Each calculated amount can belong to a different column, including Total Cost, Estimated Cost, Gross Sales, or Net Sales. To check top-down lines for amount consistency, you can click Verify Top-Down Estimate Consistency. Consistency checks are performed for top-down amounts of the primary structure. The sum of the child elements' amounts must be less than or equal to the parent's amount. For a particular primary structural element, the total amount must be greater than or equal to the sum of the amounts of other level types: Cost Type, Other Structure, or Detail. The total amount check does not apply to flat structures. Messages To avoid messages interrupting your work, messages are directed to a separate window, where you can view or clear the messages. Related topics To define an estimate To use a map To use estimate line levels To use estimate structures Using alternative items in Project Project The project code. Status The project status. Note The Blocked status means that the estimate project is copied to a new project. In the new project, you maintain the estimate. Allowed values Project Status in Estimating Estimate Version The estimate version code. Status The estimate version status. 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. Allowed values Estimate Status Sold-to Business Partner The sold-to business partner. This value is defaulted from the Estimate Versions (tpest1100m000) session. Note Infor LN retrieves the Sold-to BP specific Price Book information if specified for the business partner in the Sales Price Matrices (tdpcg0130m010) session. Line Each estimate line is identified with a number. By default, the numbering increases the previous number by 10. However, you are free to change the number step. The Renumber Estimate Lines command is available on the appropriate menu, as one of the Modify Utilities. Note Along with the line number, each estimate line has a unique line number that is not visible. This unique line number is determined by the estimation series and the estimation number group in the Project Parameters (tppdm0100s000) session. Estimate Estimating Estimating Type The estimate type. Allowed values Estimating Type Line Type A classification of the estimate line, whose default value is taken from the User Profile (tppdm0101s000) session. For example, you can print a report for direct and indirect costs. Allowed values Structure Part Type Level The level of detail for the estimate. The level depends on the value of the Estimating Type field. If the Estimating Type is set to Bottom Up, the following values are possible: Total Detail If the Estimating Type is set to Top Down, the following values are possible: Total Detail Cost Type Other Structure Allowed values Estimate Level Primary Structural Element A primary structural element. The primary structure is entered in the Estimate Versions (tpest1100m000) session. Cost Unit Cost The unit cost can originate from various sources. Currency The estimate-version currency is the default Currency. Final Unit Cost If this check box is selected, you have made the unit cost final for this estimate line. You can also perform this process automatically with the Final Unit Cost command. With this command, the final unit cost is retrieved from a corresponding estimate line. However, this method only works if an estimate line exists that contains a final unit cost for the same cost object. Surcharge % You can either enter a surcharge on a line or enter a separate estimate line of the Sundry Cost cost type, for example, for travel expenses. Cost Amount The calculation is unit cost * gross quantity or an amount you enter manually. LET If you select Aggregate Totals option on the appropriate menu, the line amounts with the leading estimate type (LET) of the linked structural elements are summed up and displayed in the LET field. 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. LET The total project or structural element's estimated cost based on the surcharges, depending on your current view. Top Down The total top down amount depends on the structure view. If you enter estimate lines with the view on structural element A, amount A is displayed. The level type entered on the estimate lines determines which specific line amount of A is the total amount. LN looks for the amount in the following order of level type: Total Cost Type Other Structure Detail Top Down Landed cost amount of the estimate line with the Level field set to Total and the Estimating Type field set to Bottom Up. Bottom Up The aggregated total of all structural element lines with the Estimating Type field set to Bottom Up. Bottom Up Sum of landed cost amount of estimate line with the Level field set to Detail and the Estimating Type field set to Bottom Up. Skills Indicates if skills are defined for the tasks linked to the estimate line. Note This is a display field. This option is checked, when you create an estimate line for a task that has linked skills. You can view and modify the default skills in the Labor Estimate (tpest2600m000) session. Cost Object Cost Type The cost type linked to the estimate line. Allowed values Cost Types Item The item code. You can enter the following item types: Manufactured Purchased Generic Note The Item Type Product can be used only if the Item Type Product field is set to Active in the Implemented Software Components (tccom0100s000) session. The Item Type Purchased and/or Manufactured is used only if the Item Type Product field is set to Inactive in the Implemented Software Components (tccom0100s000) session. You can also use a project item or a customized item. Note For a PCS item, make sure that the PCS series in the Project Parameters (tppdm0100s000) session is filled in. Cost Object cost object or control code Note You cannot enter a material cost object. Estimating uses the Item field as a separate field for the material cost object. Effectivity Unit The effectivity unit code for the item on the estimate line. Related topics Overview of unit effectivity Description The description or name of the code. Product Variant The product variant. Buy-from Business Partner The buy-from business partner linked to the estimate line. For items without an item code, the buy-from business partner can be used to create project items while launching the estimate to budget. Sales Markup % A percentage added to the costs to reach a sales amount. gross sales amount = landed cost amount + contingency + escalation + markup Currency The estimate-version currency is the default Currency. However, the currency can change based on the value specified, for example on the price book. PriceUnit The standard cost unit. The quantity unit can differ from the standard cost unit. For example, if the standard cost is defined in hours and the quantity of the required material is in pieces. Example The standard cost 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 50,000. Final Sales Price If this check box is selected, you have made the sales price final for this estimate line. You can also perform this process semi-automatically with the Final Sales Price command. With this command, the final sales price is retrieved from a corresponding estimate line. However, this method only works if an estimate line exists with a final sales price for the same cost object. Discount % The discount amount percentage. Gross SalesAmount The gross sales amount depends on the pricing method: Markup gross sales amount = landed cost amount + contingency + escalation + markup Target Pricing gross sales amount = quantity * gross sales price Net Sales Amount If the pricing method is Markup, the net sales amount is the gross sales amount - discount amount. Profit Amount Profit amount is the difference of net sales amount and cost amount. If the pricing method is Target Pricing, a negative amount or a positive amount indicates that you must accept a loss or a profit. Profit % The profit percentage. It is calculated as follows: profit percentage = {(net sales amount - cost amount)/cost amount} * 100 LET The cost amount is either the total project or the structural element sales amount, depending on your current view. LET The total net sales amount of the project or of the structural element. This depends on your current view. Top Down Gross sales amount of the top-down estimate line with the Level field set to Total. Top Down Net sales amount of the top-down estimate line with the Level field set to Total. Bottom Up Sum of gross sales amount of estimate line with the Level field set to Detail and the Estimating Type field set to Bottom Up. Bottom Up Sum of net sales amount of estimate line with the Level field set to Detail and the Estimating Type field set to Bottom Up. Quantity Quantity The gross quantity is used for both sales and cost to calculate the amount with the price multiplied by the gross quantity. gross quantity = quantity * (1 + scrap factor / 100) * adjustment factor * (norm / production rate) Unit The quantity unit. Scrap [%] This field is only applicable for estimate lines with the material cost type. The gross quantity is recalculated if the scrap factor is changed: gross quantity = quantity * (1 + scrap factor / 100) * adjustment factor Adjustment Factor The adjustment factor is used to modify the standard norms and/or rates of the estimate. The adjustment factor is used to calculate the gross quantity. gross quantity = quantity * (1 + scrap factor / 100) * adjustment factor Norm The norm is only applicable for cost types Labor, Equipment, and Subcontracting. If the norm is changed, the amount is recalculated: cost/sales amount = quantity * norm * unit cost * (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. Production Rate [Unit/Price Unit] The production rate is only applicable for cost types Labor, Equipment, and Subcontracting. If the production rate is changed, the amount is recalculated: cost/sales amount = quantity unit * unit cost/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. Status Status The status of the estimate line. Allowed values Estimate Status Launched If this check box is selected, the estimate line is launched to the budget in the Launch Estimate to Budget (tpest2200m000) session. Note You can only launch an estimate line with this check box selected. If you select the Relaunch Estimate Lines check box in the Launch Estimate to Budget (tpest2200m000) session, the relaunch will create duplicate records in the budget. User-Defined Status Define an appropriate status for the estimate. 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 inCost 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 unit cost of the supply. Now, select the Include inCost check box. The statuses Request for Quotation and Final Supply are examples. You can create your own status list. Include inScope The Include inScope check box is displayed 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 inScope 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 inScope check box value is higher in hierarchy than the value of the Include inCost and Include inSales check boxes. As a result, estimate lines with the Include inCost and Include inSales check boxes selected, but with the Include inScope check box cleared, are not considered in the totals. You can select or clear this check box with a user-defined status. Include inCost If this check box is selected, the total and landed cost are calculated. If you click Aggregate Totals, the line amount is included in the total and landed cost. The display of the Include inCost 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 inCost check box is automatically selected for each new estimate line. This check box can be cleared with a user-defined status. Include inSales If this check box is selected, the total gross and net sales are calculated. If you click Aggregate Totals, the line amount is included in the total and landed cost. The display of the Include inSales 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 inSales check box is automatically selected for each new estimate line. This check box can be cleared with a user-defined status. Cost and Sales Cost Rates Date of Incurring Cost The expected date that the estimate line costs will occur. This date is used to determine the effective cost/purchase price, the effective rate factor, and the project cash flow at the time costs are released. 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. Labor Rate Code The labor rate code determines both the cost and sales price and is maintained in the Labor Rate Codes (tcppl0190m000) session. If the sales pricing method is Markup, the sales price of the labor rate can be overruled. Origin of Unit Cost LN defaults the value in this field, because multiple sources are available that help in the estimation of the sales price for the estimate line. Allowed values Origin of Cost Price Rate The cost rate between the estimate-version currency and the home currency of the project. Rate Factor The rate factor of the estimate-version currency rate. Cost Amounts Surcharge Amount You can either enter a surcharge on a line or enter a separate estimate line of the Sundry Cost cost type, for example, for travel expenses. Landed Cost Amount The landed cost amount for the estimate line. Estimated CostAmount This amount is the total estimate cost, including the surcharges. The landed cost is effected whenever you modify the cost amount or the surcharges. landed amount = cost amount + surcharges (additional costs) Pricing Pricing Method The pricing method for the estimate line. Allowed values Pricing Method Note By default, the pricing method is taken from the User Profile (tppdm0101s000) session. Markup and Provisions Markup Amount A percentage amount, which is added to the landed cost amount to reach a sales amount. gross sales amount = landed cost amount + contingency + escalation + markup Contingency Amount Enter a contingency amount as a reservation for risks that can occur, such as preventive actions or repair risk damage. EscalationAmount A reservation for a price adjustment that can occur during the project life cycle. For example, an increase in the supplier's raw material price, or a collective pay raise. Sales Rates Date of Expected Sales The date the estimate line is expected to be sold. This date is required if you want to know what the cash flow of the project at that date is, and to get the effective rate factor and the effective sales price. 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. Gross Sales Price The sales price code. The sales price is determined by the pricing method: If the Pricing Method is set to Target Pricing, you can manually enter the price. If the Pricing Method is set to Markup, the price is calculated with the formula: gross sales price = gross sales amount / gross quantity where: gross quantity = quantity * (1 + scrap factor /100) * adjustment factor Origin of Sales Price LN defaults the value in this field, because multiple sources are available that help in the estimation of the sales price for the estimate line. Therefore, it is important for the user to identify the origin of the estimate. Allowed values Origin of cost / sales price Rate The sales rate between the estimate-version currency and the home currency. Rate Factor The rate factor of the estimate-version currency rate. Net Sales Price The net sales price of the item. net sales price = net sales amount / quantity Sales Amounts Discount Amount The total discount amount. Structure Structure Structure 1 - 7 The structural element. 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. Sort Structure Element The additional structure that is defined as sort structure. You can use the Sort Structure Element code to sort the estimate lines. Text Text If this check box is selected, a text is present. Tracking Created by The user who created the data. User Name The name of the user who created the data. Creation Date The date when the data is created. Last Modified by The user who modified the data. Name The name of the user who modified the data. Last Modified on The date when the data is modified. Last Change Reason The reason code. Description The description or name of the code. Sales Price Retrieves the cost object's sales price. LN uses this price in the invoice line. Update Price Updates the unit cost of the estimate line.