估算行 (tpest2100m000)

The project code.

The project status.

允许值

自由

活动

已结束

已结

已存档

已冻结

The estimate version code.

The estimate version status.

If the version status is 自由, 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 最终, the version is frozen. You can only change the status back to 自由 and/or change the sort structure.

允许值

自由

如果状态为“自由”，那么可更改或添加数据。

实际

如果状态为“实际”，那么可更改或添加数据。 估计可用于生成预算数据。

最终

如果状态为“最终”，表示数据已冻结。

The sold-to business partner. This value is defaulted from the 估算版本 (tpest1100m000) session.

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 对估算行重新编号 command is available on the 相应 menu, as one of the Modify Utilities.

估算

估算类型

The estimate type.

允许值

自上而下

按自上而下的结构计算成本或销售额意味着要将顶层金额分配给较低层的要素。 不会进行汇总。 作为工作依据的结构要素将决定该金额。 规则是：LN 在“合计/成本类型/其它结构/详细资料”层的估算行中（按此顺序）查找金额。

自下而上

按自下而上的结构计算成本或销售额意味着要指定最低层要素的确切金额，并对其进行汇总以构成顶层金额。

行类型

A classification of the estimate line, whose default value is taken from the 用户配置文件 (tppdm0101s000) session. For example, you can print a report for direct and indirect costs.

允许值

直接

生成估算行的直接成本。

间接

生成估算行的间接成本。

层

The level of detail for the estimate.

The level depends on the value of the 估算类型 field. If the 估算类型 is set to 自下而上, the following values are possible:

• 合计
• 详细资料

If the 估算类型 is set to 自上而下, the following values are possible:

• 合计
• 详细资料
• 成本类型
• 其它结构

允许值

合计

成本类型

其它结构

详细资料

主结构要素

A primary structural element. The primary structure is entered in the 估算版本 (tpest1100m000) session.

成本

Unit Cost

The unit cost can originate from various sources.

Currency

The estimate-version currency is the default Currency.

最终单位成本

如果选中此复选框， you have made the unit cost final for this estimate line. You can also perform this process automatically with the 最终单位成本 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.

附加费百分比

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.

成本金额

The calculation is unit cost * gross quantity or an amount you enter manually.

导向估算类型

If you select 汇总合计 option on the 相应 menu, the line amounts with the leading estimate type (LET) of the linked structural elements are summed up and displayed in the 导向估算类型 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 层 field value for cost and sales level types in the 结构要素 (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.

自上而下

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:

• 合计
• 成本类型
• 其它结构
• 详细资料

Top Down

Landed cost amount of the estimate line with the 层 field set to 合计 and the 估算类型 field set to 自下而上.

自下而上

The aggregated total of all structural element lines with the 估算类型 field set to 自下而上.

Bottom Up

Sum of landed cost amount of estimate line with the 层 field set to 详细资料 and the 估算类型 field set to 自下而上.

技能

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 估算人工成本 (tpest2600m000) session.

成本对象

成本类型

The cost type linked to the estimate line.

允许值

人工

特定的任务。 可以使用人工代码控制一个或一组人工代码的成本。

材料

组成物料的物质，例如，木材、铜、尼龙等。

设备

一种资源需要的成本类型，在执行项目期间不会消耗这种成本类型。 例如，机器和工具。

分包

一种表示从第三方采购的、在项目中使用的服务的成本对象类型

杂项成本

间接成本和不属于其它成本类型的成本被登记为杂项成本，例如，保险成本。

参考活动

所需的最小工作单位。 例如，执行维修活动。

物料

The item code.

You can enter the following item types:

• 制造物料
• 采购物料
• 通用

Note: 

• The 物料类型 产品 can be used only if the 物料类型产品 field is set to 活动 in the 已实施的软件组件 (tccom0100s000) session.
• The Item Type 采购物料 and/or 制造物料 is used only if the 物料类型产品 field is set to 不活动 in the 已实施的软件组件 (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 项目参数 (tppdm0100s000) session is filled in.

成本对象

cost object or control code

Note: 

You cannot enter a material cost object. 正在估算 uses the 物料 field as a separate field for the material cost object.

有效单元

The effectivity unit code for the item on the estimate line.

Description

代码的说明或名称。

产品变型

The product variant.

卖方业务伙伴

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.

销售

涨价百分比

A percentage added to the costs to reach a sales amount.

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

币种

The estimate-version currency is the default Currency. However, the currency can change based on the value specified, for example on the price book.

价格单位

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.

示例

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.

最终销售价格

如果选中此复选框， you have made the sales price final for this estimate line. You can also perform this process semi-automatically with the 最终销售价格 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.

总销售额

The gross sales amount depends on the pricing method:

• 涨价

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

• 目标定价

  gross sales amount = quantity * gross sales price

净销售额

If the pricing method is 涨价, the net sales amount is the gross sales amount - discount amount.

利润额

Profit amount is the difference of net sales amount and cost amount. If the pricing method is 目标定价, a negative amount or a positive amount indicates that you must accept a loss or a profit.

利润百分比

The profit percentage.

It is calculated as follows:

profit percentage = {(net sales amount - cost amount)/cost amount} * 100

导向估算类型

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.

自上而下

Gross sales amount of the top-down estimate line with the 层 field set to 合计.

Top Down

Net sales amount of the top-down estimate line with the 层 field set to 合计.

自下而上

Sum of gross sales amount of estimate line with the 层 field set to 详细资料 and the 估算类型 field set to 自下而上.

Bottom Up

Sum of net sales amount of estimate line with the 层 field set to 详细资料 and the 估算类型 field set to 自下而上.

数量

数量

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)
		  

单位

The quantity unit.

废品 [%]

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
		  

调整系数

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
		  

定额

The norm is only applicable for cost types人工, 设备, and 分包.

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 人工定额.

生产率[单位/价格单位]

The production rate is only applicable for cost types 人工, 设备, and 分包.

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 生产率.

状态

状态

The status of the estimate line.

允许值

自由

如果状态为“自由”，那么可更改或添加数据。

实际

如果状态为“实际”，那么可更改或添加数据。 估计可用于生成预算数据。

最终

如果状态为“最终”，表示数据已冻结。

已下达

如果选中此复选框， the estimate line is launched to the budget in the 下达估算到预算 (tpest2200m000) session.

Note: 

• You can only launch an estimate line with this check box selected.
• If you select the 重新下达估算行 check box in the 下达估算到预算 (tpest2200m000) session, the relaunch will create duplicate records in the budget.

自定义状态

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 计入总成本 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 计入总成本 check box.

The statuses Request for Quotation and Final Supply are examples. You can create your own status list.

计入估算范围

The 计入估算范围 check box is displayed based on the setting in the 估算行公用程序 (tpest2201m000) session.

If the logon you are using has no estimate options by user, the 计入估算范围 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 计入估算范围 check box value is higher in hierarchy than the value of the 计入总成本 and 计入总销售额 check boxes. As a result, estimate lines with the 计入总成本 and 计入总销售额 check boxes selected, but with the 计入估算范围 check box cleared, are not considered in the totals. You can select or clear this check box with a user-defined status.

计入总成本

如果选中此复选框， the total and landed cost are calculated.

If you click 汇总合计, the line amount is included in the total and landed cost. The display of the 计入总成本 check box is based on the setting in the估算行公用程序 (tpest2201m000) session. If the logon you are using has no estimate options by user, the 计入总成本 check box is automatically selected for each new estimate line. This check box can be cleared with a user-defined status.

计入总销售额

如果选中此复选框， the total gross and net sales are calculated.

If you click 汇总合计, the line amount is included in the total and landed cost. The display of the 计入总销售额 check box is based on the setting in the 估算行公用程序 (tpest2201m000) session. If the logon you are using has no estimate options by user, the 计入总销售额 check box is automatically selected for each new estimate line. This check box can be cleared with a user-defined status.

成本费率

发生成本日期

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 活动 or 要素, 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.

人工费率代码

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 涨价, 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.

允许值

人工

人工输入估算行的价格。

Excel

在字段层的 Excel 中计算估算行的价格。

价目表

对物料、设备成本类型和分包有效；根据价目表（价格矩阵和搜索序列）或采购合同计算价格。

配置器

指定配置器物料的价格。 使用估算行中通用物料的产品变型。

成本对象

• 单位成本或采购价格。
• 物料采购数据的采购价格。
• 物料成本计算数据的单位成本。
• 项目的采购合同价格。
• 在人工费率代码 - 费率 (tcppl0191m000) 进程中定义的工资率的单位成本。

人工费率

此汇率将以 人工费率代码 - 费率 (tcppl0191m000) 或 特定人工费率 (tcppl0192m000) 进程中定义的人工费率为依据。

RFQ

在估算行 (tpest2100m000) 进程中可以通过创建征求报价单选项根据创建的征求报价单计算估算价格。当您单击更新价格按钮时，Infor LN 会将该值设置为 RFQ。

汇率

The cost rate between the estimate-version currency and the home currency of the project.

货币因子

The rate factor of the estimate-version currency rate.

成本额

附加费金额

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.

到岸成本金额

The landed cost amount for the estimate line.

估计成本金额

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)

定价

定价方法

The pricing method for the estimate line.

允许值

涨价

根据成本倍增数在成本中增加一部分差价。 涨价可以是特定于公司的利润率、税费、管理费或其它因素。

总销售额 = 到岸成本金额 + 意外准备金 + 调价准备金 + 涨价金额

注意：显示的涨价百分比或涨价金额仅供参考。

目标定价

多数情况下，用于估算的目标价格是固定的。 如果是这样，则销售价格由价格表确定。

总销售额 = 总数量 * 总销售价格

Note: 

By default, the pricing method is taken from the 用户配置文件 (tppdm0101s000) session.

涨价和备付金

涨价金额

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

意外准备金

Enter a contingency amount as a reservation for risks that can occur, such as preventive actions or repair risk damage.

调价准备金

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.

销售费率

预期销售日期

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 活动 or 要素, 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.

总销售价格

The sales price code.

The sales price is determined by the pricing method:

• If the 定价方法 is set to 目标定价, you can manually enter the price.

• If the 定价方法 is set to 涨价, 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

销售价格来源

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.

允许值

人工

人工输入估算行的价格。

Excel

在字段层的 Excel 中计算估算行的价格。

价目表

对物料、设备成本类型和分包有效；根据价目表（价格矩阵和搜索序列）或采购合同计算价格。

配置器

指定配置器物料的价格。 使用估算行中通用物料的产品变型。

成本对象

• 单位成本或采购价格。
• 物料采购数据的采购价格。
• 物料成本计算数据的单位成本。
• 项目的采购合同价格。
• 在人工费率代码 - 费率 (tcppl0191m000) 进程中定义的工资率的单位成本。

人工费率

此汇率将以 人工费率代码 - 费率 (tcppl0191m000) 或 特定人工费率 (tcppl0192m000) 进程中定义的人工费率为依据。

RFQ

在估算行 (tpest2100m000) 进程中可以通过创建征求报价单选项根据创建的征求报价单计算估算价格。当您单击更新价格按钮时，Infor LN 会将该值设置为 RFQ。

汇率

The sales rate between the estimate-version currency and the home currency.

货币因子

The rate factor of the estimate-version currency rate.

净销售价格

The net sales price of the item.

net sales price = net sales amount / quantity

销售额

折扣金额

The total discount amount.

结构

Structure 1 - 7

The structural element.

The primary structure is entered in the 估算版本 (tpest1100m000) session. In the 交换版本中的结构 (tpest1202m000) session, you can swap the first additional structure position with another predefined additional structure that is also linked to this estimate version.

排序结构要素

The additional structure that is defined as sort structure. You can use the 排序结构要素 code to sort the estimate lines.

文本

文本

如果选中此复选框， a text is present.

跟踪

创建者

The user who created the data.

User Name

The name of the user who created the data.

创建日期

The date when the data is created.

上次修改者

The user who modified the data.

Name

The name of the user who modified the data.

上次修改时间

The date when the data is modified.

上次更改原因

The reason code.

Description

代码的说明或名称。