Merge Estimate Lines (tpest2200m300)
Use session to merge the data of multiple estimates lines into one single line. The value of the selected cost objects is merged and a new estimate line is created. The cost amount of the new estimate line is used for cost aggregation.
- This session can only be started using the Merge Lines option from the Actions menu in the Estimate Lines (tpest2100m000) session.
- The source lines are defined based on the number of records selected in the Estimate Lines (tpest2100m000) session.
Field Information
- Selection Range
- Use the fields in the Selection Range group box to specify the range of data to merge estimate lines.
- Target
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- Cost Type
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The cost type specified for the target estimate line.
Allowed values
- Labor
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A specific task. You can use labor codes to control the costs of a labor code or of a group of labor codes.
- Materials
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The substance of which an item is composed, for example, wood, copper, nylon.
- Equipment
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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
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A type of cost object representing services purchased from a third party for use in a project.
- Sundry Costs
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Indirect cost and costs that do not belong to other cost types are booked as sundry costs, for example, insurance costs.
- Reference Activity
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The smallest unit of work that is required. For example, to carry out a maintenance activity.
Note: If the cost type and cost object specified for the source estimate lines are the same as that of the target estimate lines, the cost type of the source lines is defaulted. Else, this value is considered. - Services Trade
- The services offered for the cost object.Note: This field is enabled only if the Cost Type is set to Equipment or Subcontracting.
- Item
- The code of the item.Note: This field is enabled only if the Cost Type is set to Material.
- Cost Object
- The code of the cost object.Note: This field is enabled only if the Cost Type is set to Labor.
- Buy-from Business Partner
- The buy-from business partner for the selected cost type.
- User-Defined Status
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The user-defined status as specified in the User Defined Statuses by Estimate Version (tpest0187m000) session.
- Add Structural Elements
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- Primary Structure
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If this check box is selected, you can specify the primary structural element.
- Description
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The primary structural element. The primary structure is specified in the Estimate Versions (tpest1100m000) session.
- Additional Structure 1
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If this check box is selected, you can specify the additional structural element.
- Description
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The code of the estimate-version structure. The additional structures are also used along with the primary structure. If you specify 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.
- Pricing Method
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- Pricing Method
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The pricing method used to calculate the net sales amount for the merged estimate line.
Allowed values
- Markup
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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
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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
- Net Sales Amount (Markup)
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Indicates the method to calculate the markup net sales amount for the merged estimate line.: This field is enabled only if the Pricing Method field is set to Markup.
Allowed values
- Cost Amount
- The net sales amount is calculated as the sum of the cost amounts of the selected estimate lines.
- Markup
- A percentage of the total cost amount is added to the existing total cost amount to calculate the net sales amount.
- Sum of All Lines
- The net sales amount is calculated as the sum of the sales amounts of the selected estimate lines.
- Price Book
- The net sales amount is calculated by multiplying the item quantity with sales cost specified for the item in the price book.
Note: This field can be set to Cost Amount or Markup only. - Markup Percentage
- The markup percentage added to the costs to calculate the sales amount.
- Net Sales Amount (Target)
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Indicates the method to calculate the markup net sales amount for the merged estimate line.
Allowed values
- Cost Amount
- The net sales amount is calculated as the sum of the cost amounts of the selected estimate lines.
- Markup
- A percentage of the total cost amount is added to the existing total cost amount to calculate the net sales amount.
- Sum of All Lines
- The net sales amount is calculated as the sum of the sales amounts of the selected estimate lines.
- Price Book
- The net sales amount is calculated by multiplying the item quantity with sales cost specified for the item in the price book.
Note: This field can be set to Sum of All Lines or Price Book only.