Using the Estimation Worksheet

To calculate possible net prices for jobs, by manipulating different factors, use the Estimation Worksheet form.

When you first open this form, the table shows the cost to produce an item based on an estimate job routing and organized by the cost elements.

Before you can view and use the Estimation Worksheet, the estimate job must reference an estimate order line item, and both must exist in the system.

There are two basic ways to manipulate cost and pricing factors in this form:

• To view the cost breaks at different quantity levels, you can enter different amounts in the five Break Qty fields. The system automatically changes the costs in the table.
• To apply different equations and factors to the cost, you can use the Price Basis and [value] fields. These fields, in tandem, allow you to adjust the extended cost of the job or item using factors such as percentages and fixed amounts. They also allow you to compare your calculations with the automatic calculations that the system uses by default.

If you have made changes to sub jobs, run the Estimate Job BOM Cost Roll Up utility with the Reset Job Ref Material from Ref Est Job option selected, to ensure accurate cost calculations.

Related Topics

Estimating Steps

Estimation Worksheet