Cross-Referencing an Estimate to an Estimate Job

Cross-referencing creates a link between the estimate line and the estimate job order. The estimates can later be copied into actual customer orders and actual jobs.

1. On the Estimate Lines form, add a new line item to an estimate.
2. On the Line Detail tab, select Job in the Reference field.

   If this item's record on the Items form has the Stocked check box cleared and the Source Code set to Manufactured, Job is automatically selected.

3. Do one of the following:
   • To cross-reference the estimate line to an existing estimate job, enter:
   • The estimate job number in the unlabeled field next to the reference field
   • The suffix (if available) for the job order in the second unlabeled field.
   • An operation number to cross-reference to a specific operation in the third unlabeled field.
4. To create a new job and:
   • Assign a particular job number, enter the job number.
   • Allow the system to assign a job number, leave the field blank.
5. To save the record, select Actions > Save.
6. Click Source.

   The system displays the message "Cross-reference will be performed from Estimate Line Item to Estimate Job."

7. Click OK.

   The system automatically creates the estimate job header information and inserts the job number and the reference into the Reference field. However, you must still create or copy the estimate job's routing.

8. (Optional) Click Source again to display the cross-referenced job.

   Notice that the job's end date defaults from the estimate order line's due date.

9. To create sub-jobs for subassemblies that are cross-referenced to the estimate order line, open the Copy Routing BOM form.
10. In the From Category field, select Current (to use the item's current routing/BOM to create the sub-jobs; to use a different job's routing/BOM, select Job).
11. In the Copy Indented BOM field, select Yes.
12. In the Item field, select the item number from which to copy the current routing/BOM.

    If you selected Job in the Category field, select the job from which to copy the job routing/BOM in the Job field.

13. In the To Category field, select Estimate Job.
14. In the Job field, enter the ID of the estimate job to which you cross-referenced the estimate line item in the previous steps.
15. Click Process.

    This activity copies the routing/BOM to the cross-referenced parent estimate job and creates sub-jobs for each subassembly in the routing/BOM.

Related Topics

Copying Routings/BOMs

Copying a Job Order

Cross-Referencing Demands to Supplies

Cross-Referencing a Customer Order to a Job Order

Cross-Referencing a Customer Order to a Project

Cross-Referencing a Customer Order to a Purchase Order

Cross-referencing a Job Material to a Job

Estimating Steps

Firming Planned Orders

Job Paperwork Report