Estimating Steps

Use these procedures to estimate customer orders and job orders.

To provide an estimate for a customer:

1. Create an estimate.
2. Create estimate line items.

   NOTE: You receive warning messages if you enter an item flagged obsolete or slow-moving.

3. Cross-reference the estimate to an estimate job.

   NOTE: Alternatively, you can quickly create an estimate on the Estimates Quick Entry form.

4. Copy the estimate to a customer order.

To estimate a job:

1. Create an estimate job.
2. Enter the estimate job routing and bill of material.
3. Copy the routing from the estimate job to a job order.

Related Topics

Time Phased Inventory Status

Estimates Quick Entry