下达估算到预算 (tpest2200m000)

使用此进程以从估算行下达预算。必须删除预算行，因为下达的估算行不会改写预算行。所有估算版本结构类型都无法下达。

“默认数据”

在“默认数据”标签上，必须为默认字段输入值。如果 LN 在估算版本中找不到值，并且尝试下达估算项目，则会使用这些值。

注意

要在估算版本中包含间接成本/附加费，必须在下达估算时将预算行上的附加费金额设置为 0，或者将估算行的间接成本修改为直接成本。使用杂项成本更新包含附加费的预算。在“下达为杂项行”组框中，选中“附加费金额”、“调价准备金”和“意外准备金”复选框以平衡估算和预算的合计值。

下达估算

来源

项目

The project code.

项目状态

The project status. To launch an estimate to a project budget, the project status must be 自由 or 活动.

版本

The estimate version code.

Status

The estimate version status can be 自由 or 最终 if you launch an estimate.

If the estimate-version status is 自由, you can add structures to the estimate version, change the version amount, and so on. For example, you can still change the primary structure for one of the other additionally added structures.

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

下达选项

自上而下预算

如果选中此复选框， the top-down budget is launched.

要素预算

如果选中此复选框， the element budget is launched.

活动预算

如果选中此复选框， an activity budget is launched.

重新下达估算行

如果选中此复选框， you can relaunch estimate lines.

Note:

In the budget, you must delete the previously launched estimate lines.

跳过零数量

如果选中此复选框， the budget for an estimate is not launched, if the value of the quantity of the cost objects is zero.

使用“来源物料”成本对象的控制代码

如果选中此复选框， the application uses or derives the control code of the standard cost object for the cost object. The value of the 控制功能 field, Cost Object is defaulted for the project cost object that is generated.

For example, if the standard cost object used on an estimating line is 100000 Engineering and the control code for the task is 1000. One project specific cost object 10000001 must be created. Therefore, the default control code value is 1000 and the control function value, Cost Object, is defaulted for the cost object that is generated.

将参考活动分解为预算

如果选中此复选框， LN checks the reference activity and creates budget lines based on the resources linked to the reference activity and the mapping defined for the resources and the project cost objects.

如果清除此复选框， LN links the reference activity to the project activity. To link multiple reference activities to a project activity, LN creates additional activities that are linked to each reference activity.

Note:

If this check box and the 使用匹配任务代码 check box is selected in the 项目预算参数 (tpptc0100s000) session, Infor LN considers this sequence to generate the budget lines:

Project specific mapping defined for the resources
Standard mapping defined for the resources
Identical task code

下达为杂项行

Surcharge Amount: 如果选中此复选框， the surcharge amounts of the estimate are added as a budget line with the 杂项成本 cost type.
附加费金额: The surcharge amounts of the estimate are added as a budget line with the 杂项成本 cost type.
Escalation Amount: 如果选中此复选框， the escalation amounts of the estimate are added as budget lines with the 杂项成本 cost type.
调价准备金: The escalation amount of the estimate added as budget lines with the 杂项成本 cost type.
Contingency Amount: 如果选中此复选框， the contingency amount of the estimate is added to the project as a budget line with the 杂项成本 cost type.
as Sundry Cost Type: The contingency amount of the estimate is added to the project as a budget line with the 杂项成本 cost type.
with Base Cost Type: The contingency amount of the estimate line is added to the project as a budget line with the original cost type that is linked to.

目标

预算版本: The top-down budget version.
计划: The plan code. The plan can differ from the plan of the estimate version. However, the plan must be the project’s leading plan.
延伸合同: The extension code. The estimate lines of this extension are launched as budget lines.

Note:
You can link an extension only if you have linked a structure of type 延伸合同 in the 估算版本 (tpest1100m000) session.

报告选项

信息消息: 如果选中此复选框， a process report is printed which displays the information and error messages that occur during launching. All information and error messages can be viewed in the 消息日志 (tpest0505m000) session.
错误: 如果选中此复选框， a process report is printed which displays the information and error messages that occur during launching. All information and error messages can be viewed in the 消息日志 (tpest0505m000) session.

默认数据

预算

要素

The element linked to the project.

活动

The activity linked to the project.

成本构成

The default cost component used as a budget line cost component. You can do so only if:

You do not use a cost-component structure.
No cost object is used on the launched estimate line.

If a new cost object is generated because the estimate line cost object is empty and if the check boxes in the 成本对象生成 group box are selected, the cost component for the budget line is taken from the default cost component. Note that the project cost control levels in the 项目成本控制层 (tppdm6102m000) session must be selected for the cost component level.

成本类型

The default cost type for estimate lines which do not have a cost type specified on the line. The budget lines, for an estimate line wherein the cost type is not specified, are created based on the corresponding default cost object defined for the selected cost type. For example, if the cost type 材料 is selected, the default cost object defined for Material is used.

允许值

人工: 已计算“人工”成本类型的间接成本。
间接成本: 已计算“间接成本”成本类型的间接成本。
材料: 已计算“材料”成本类型的间接成本。
设备: 已计算“设备”成本类型的间接成本。
分包: 已计算“分包”成本类型的间接成本。
杂项成本: 已计算“杂项”成本类型的间接成本。

预算状态

The status of the budget lines created by the launch of the estimate to budget.

成本对象

材料: If the cost type is 材料 and the estimate line does not have a cost object, budget lines will be created for this cost object.
人工: If the cost type is 人工 and the estimate line does not have a cost object, budget lines will be created for this cost object.
设备: If the cost type is 设备 and the estimate line does not have a cost object, budget lines will be created for this cost object.
Subcontracting: If the cost type is 分包 and the estimate line does not have a cost object, budget lines will be created for this cost object.
杂项成本: If the cost type is 杂项成本 and the estimate line does not have a cost object, budget lines will be created for this cost object.
单位: The unit code.

Note:
Units are decided based on the units specified in the estimate lines. If the unit specified is different from the units of the standard cost object then based on the user’s input on the launch form new cost object is generated
时间单位: The time unit code.

Note:
Units are decided based on the units specified in the estimate lines. If the unit specified is different from the units of the standard cost object then based on the user’s input on the launch form new cost object is generated

成本对象生成

未填入的成本对象

材料: 如果选中此复选框， with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.
人工: 如果选中此复选框， with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.
设备: 如果选中此复选框， with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.
Subcontracting: 如果选中此复选框， with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.
杂项成本: 如果选中此复选框， with an empty cost object code on the estimate line, a default code is generated, or a default cost object is used to generate a project-specific cost object.

“控制代码”类型的成本对象

材料

如果选中此复选框， the corresponding values entered in the 编号组和系列 group box in the 项目参数 (tppdm0100s000) session are used. As a result, when a control code is linked to an estimate line, a new cost object code is generated by adding a sequence number to the control code. The length of the sequence number depends on the maximum length value, and on the length of the cost object code that is defined in the data dictionary.

人工

Note:

LN always assigns the next free sequence number to the control code.

设备

For example, control code 20 appears twice and the length of the sequence is two digits. The codes 2001 and 2002 are generated. The maximum number of positions of the equipment code is 10. The original code entered in the 估算行 (tpest2100m000) session must contain less than 10 positions so that a sequence number can be assigned.

Subcontracting

杂项成本

卖方业务伙伴

创建项目相关成本对象: 如果选中此复选框， a new project item is created.

Note:
An error message is displayed, when the buy-from BP on the estimate line is not equal to the buy-from BP of the item and this check box is cleared. The business partners must be synchronized.

换算系数

The conversion factor for the item.

允许值

是: LN copies the conversion factors to the target item, and approves them directly.
否: LN copies the conversion factors to the target item. However, you must use the 换算系数 (tcibd0103m000) session, to approve the conversion factors manually.
不适用: LN copies the conversion factors to the target item. The approved conversion factors remain approved, and the unapproved conversion factors remain unapproved.