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.

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 Version
User Profile (tppdm0101s000)
Estimate Structure
Structural Element
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 Version 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.

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. 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.

Field Information

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

Free
Active
Finished
Closed
Archived
Blocked

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

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

Sold-to Business Partner

The sold-to business partner. This value is defaulted from the Estimate Version 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

Top Down: Calculating the cost or sales amount in a top down structure means you distribute a top amount to the lower level elements. There is no aggregation of the costs. The structural element you work from determines the amount. The rule is that LN looks for amounts on estimate lines on level Total/Cost Type/Other Structure/Detail and in that order.
Bottom Up: Calculating the cost or sales amount in a bottom up structure means you give exact amounts for lowest level elements and aggregate them to make the top amount.

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

Direct: The direct costs for the estimate line are generated.
Indirect: The indirect costs for the estimate line are generated.

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

Total
Cost Type
Other Structure
Detail

Primary Structural Element

A primary structural element. The primary structure is entered in the Estimate Version 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 Element 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

Labor: A specific task. You can use labor codes to control the costs of a labor code or of a group of labor codes.
Materials: The substance of which an item is composed, for example, wood, copper, nylon.
Equipment: A cost type that is required for resources, which is not consumed while the project is carried out. Examples of equipment are machinery and tools.
Subcontracting: A type of cost object representing services purchased from a third party for use in a project.
Sundry Costs: Indirect cost and costs that do not belong to other cost types are booked as sundry costs, for example, insurance costs.
Reference Activity: The smallest unit of work that is required. For example, to carry out a maintenance activity.

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.

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.

Price Unit

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 Sales Amount

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

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

The status of the 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.

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 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 unit cost 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.

Include in Scope

The Include in Scope 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 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.

Include in Cost

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 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.

Include in Sales

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 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.

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

Manual

The price for an estimate line is entered manually.

Excel

The price for an estimate line is calculated in Excel at the field level.

Price Book

Valid for an item, cost type equipment, and subcontracting; the price is calculated from the price books (price matrix and search sequence) or the purchase contract.

Configurator

The price of the configurator item is specified. The product variant of the generic item on the estimate line is used.

Cost Object

Unit cost or purchase price.
Purchase price of the item purchase data.
Unit cost of the item costing data.
Purchase contract price of project.
Unit cost of wage rate as defined in the Labor Rate Code - Rates (tcppl0191m000) session.

Labor Rate

This rate is based on the labor rates defined in the Labor Rate Code - Rates (tcppl0191m000) or the Specific Labor Rates (tcppl0192m000) session.

RFQ

The price for the estimate is calculated from the RFQ created using the Create Request for Quotation option in the Estimate Lines (tpest2100m000) session. Infor LN sets the value to RFQ when you click the Update Price button.

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 Cost Amount

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

Markup

Adding a margin to the cost based on cost multipliers. The markup can be a profit margin, tax, management fee, or other factor specific to the company.

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

Note: a markup percentage or amount is displayed for information purposes only.

Target Pricing

In many cases, the target price for the estimate is fixed. If so, the sales price is, for example, determined by a price list.

gross sales amount = quantity * gross sales price

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.

Escalation Amount

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

Manual

The price for an estimate line is entered manually.

Excel

The price for an estimate line is calculated in Excel at the field level.

Price Book

Valid for an item, cost type equipment, and subcontracting; the price is calculated from the price books (price matrix and search sequence) or the purchase contract.

Configurator

The price of the configurator item is specified. The product variant of the generic item on the estimate line is used.

Cost Object

Unit cost or purchase price.
Purchase price of the item purchase data.
Unit cost of the item costing data.
Purchase contract price of project.
Unit cost of wage rate as defined in the Labor Rate Code - Rates (tcppl0191m000) session.

Labor Rate

This rate is based on the labor rates defined in the Labor Rate Code - Rates (tcppl0191m000) or the Specific Labor Rates (tcppl0192m000) session.

RFQ

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 1 - 7

The structural element.

The primary structure is entered in the Estimate Version 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.