Estimate Versions (tpest1100m000)

Use this session to create or display estimate version. The estimate versions are part of an estimate project. Each estimate version uses structural elements to structure an estimate. An estimate-version structure can be an imported activity structure, element structure, cost component structure, or extension list. These structures are imported from an existing project. You can also link a user-defined structure to an estimate version. Initially, the project-structure data for the estimate version might not be available. Therefore, you can even use an estimate version without a linked structure.

Field Information

Project

The code that identifies the project.

Description

The description or name of the code.

Project Status

The project status.

Allowed values

Free
Active
Finished
Closed
Archived
Blocked

Version

The code that identifies the estimate version.

Description

The description or name of the code.

General

Status

The status of an estimate-version determines whether changes can be made both to the version data itself as well as to the related estimate line.

Allowed values

Free: If the status is Free, you can change or add data.
Final: If the status is Final, data is frozen.

Note:

If the estimate version status is Free, you can add structures to the version, change the version amount, and so on. For example, you can swap the primary structure with one of the additionally added structures.
If the estimate version status is Final, the version is frozen. You can change the status back to Free and change the sort structure.
Multiple estimate version with the status Actual is allowed for a project.

Phase

Identify the phase of the estimate. This field is an information field.

Name

The sold-to business partner of the estimate version. This value is defaulted to the bid linked to the project.

Sales Office

The code of the sales office.

Note:

This value is defaulted from the Sold-to Business Partner (tccom4110s000) session. If not specified Infor LN defaults this value from the User Profile (tppdm0101s000) session. However, you can modify this value.

If the sales office specified in the Sold-to Business Partner (tccom4110s000) session is different from the sales office specified in the User Profile (tppdm0101s000) session, a notification message is displayed.

Creation Date

The creation date of the estimate version.

Estimate Date

The initial value is the start date of the project. The date is used to calculate the currency rates. If the estimate uses an activity structure, the currency rate of its estimate lines can also be determined by the activity start date and end date.

Use Calculated Surcharges

If this check box is selected, Infor LN considers the surcharges that are calculated using the Calculate Estimate Surcharges (tpest2200m100) session.

Note: The surcharges can also be calculated manually or externally, using the integration with MS Excel.

Text

If this check box is selected, a text related to the estimate version is present.

Structure Data

Primary Structure: primary structure
Description: The description or name of the code.
Structure Type: For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types.
Additional Structure 1: The code of the estimate-version 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.
Description: The description or name of the code.
Additional Structure Type: For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types.
Additional Structure 2: The code of the estimate-version 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.
Description: The description or name of the code.
Additional Structure Type: For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types.
Additional Structure 3: The code of the estimate-version 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.
Description: The description or name of the code.
Additional Structure Type: For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types.
Additional Structure 4: The code of the estimate-version 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.
Description: The description or name of the code.
Additional Structure Type: For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types.
Additional Structure 5: The code of the estimate-version 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.
Description: The description or name of the code.
Additional Structure Type: For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types.
Additional Structure 6: The code of the estimate-version 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.
Description: The description or name of the code.
Additional Structure Type: For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types.
Additional Structure 7: The code of the estimate-version 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.
Description: The description or name of the code.
Additional Structure Type: For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types.
Sort Structure: You can use this field to sort estimate lines of an additional estimate-version structure. The sort structure cannot be the primary structure.
Description: The description or name of the code.
Sort Structure Type: The sort structure type.

Amount Details

Version Amount: The amount assigned for this version.

Note: Version Amount = or > (Profit Fee + Management Reserve + Distributed Amount) - Undistributed amount.
Version Amount in Home Currency: The version amount in home currency.
Profit Fee: The amount allocated as profit fee. This amount is not mandatory, but helps provide insight into how the top-down estimate is calculated.
Profit Fee in Home Currency: The profit fee amount in home currency.
Management Reserve: Specify the amount to be allocated as management reserve.
Management Reserve in Home currency: The management reserve amount in home currency.
Distributed Amount: The estimated landed cost amount of the total top-down estimate. The estimate view is on the top primary structure element.
Distributed Amount in Home Currency: The distributed amount in home currency.
Undistributed Amount: Undistributed amount = Version Amount - (Profit Fee + Management Reserve + Distributed Amount).
Undistributed Amount in Home Currency: The undistributed amount in home currency.

Currency Details

Exchange Rate Type (Costs): The default exchange-rate type is the cost exchange rate type of the Project Parameters (tppdm0100s000) session.
Currency: The aggregated totals of the estimate lines are expressed in this currency.
Currency Rate/Rate Factor: rate
/: rate factor
Exchange Rate Type (Sales): The default exchange-rate type is the revenue exchange rate type of the Project Parameters (tppdm0100s000) session.

Tracking

Created by: The user who created the data.
User Name: The name of the user who created the data.
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.