Creating an Estimate Job

An estimate job contains information about the item being quoted, including quantity required and scheduled completion. However, it is not included in actual Shop Floor production schedules. Use the Estimate Job Orders form to create an estimate job.

1. Select Actions > New to create a new estimate job order.
2. Enter the appropriate data in the following fields:
   • Job - A unique number, character, or combination. By default, the system uses the next unique number. You can use the suffix to represent a sub-assembly of another job. You can set up a global prefix, Job Prefix, on the Shop Floor Control Parameters form to display a sequential number.
   • Job Suffix (optional) - Enter a suffix which identifies this estimate job as a sub-assembly of another estimate job. The estimate job suffix can be turned off by setting the Job Suffix flag to No on the Shop Floor Control Parameters form. Estimate jobs and jobs can use the same Job Suffix Parameter.
   • Item - Enter or select a valid item number for the finished good item.
   • Rework - If this is a rework order, select the Rework check box. A rework order allows the item you want to repair to be the end item and a component on the job. This recursive BOM structure is allowed only on rework orders.
   • Job Date - By default, the system uses the current system date (you do not need to change this field unless you want the job's creation date to be different than today's date).

   • Status - Select a status or accept the default of Working. Options are:

     • Working
     • Planned
     • History
   • Revision (optional) - Enter the appropriate revision information when an inventory item is affected by an Engineering Change Notice.
3. Select the Schedule tab. Enter the appropriate data in the following fields:
   • Released - Enter the number of items to be produced for this job.

   • Start Date - Enter the start date for the estimate job. The End field is the date by which it should be completed. The Start date is required; the system calculates the End date when you save the job. The Projected date is entered automatically when you click the Get ATP or Get CTP button or when you run the Planning or Scheduling activities.

     NOTE: If the start or end date falls on a weekend and Saturday and Sunday are not defined as manufacturing days, the system adjusts the date to reflect a weekday.

   • Low Level Code (optional) - Enter a code which identifies the lowest level a sub-assembly would appear on the bill of material for the parent estimate job.
4. Select the References tab. Enter the appropriate data in the following fields:
   • Est Ref - Enter a transfer, order, or blanket order number.
   • Line Number (optional)- Enter the line number associated with the Ref field in the first sub-field. Enter the release number associated with the line number in the second field.
   • Parent Job (optional) - Enter the parent job number if this estimate job is a sub-assembly of another estimate job.
   • Oper and Seq (optional) - Enter the operation and sequence number of the parent estimate job if this estimate job is a sub-assembly.
   • Finish Job (optional) - Enter the job order number that defines the finished product into which this job's item is to be assembled. By default, the system uses the current estimate job.
5. When applicable, attach or cross reference the estimate job to a specific transfer, order, or blanket order. Select the Source button to create or go to the cross reference record. If the reference fields are blank, a new record will be added based on the reference type. After you set up the new transfer, order, or blanket order record, the estimate job record will be updated to reflect the cross reference.
6. Select Actions > Save to save the new estimate job.

Related Topics

Estimating Steps