Create an Estimate (Single or Multi-Level)

This topic provides an example on how to create a single level or multi-level estimate (commonly referred to as "manufactured parts") that can be used to generate quotes for customers.

An estimate can either be single level or multi-level, depending on the type of material components it uses.

  • A single level estimate contains one or more purchased parts in the Material Section (BOM).
    • These estimates may require multiple material components, but they can all be purchased from an outside source.
    • Regardless of whether material is posted from inventory or not during order processing, only one job will be created for the purpose of manufacturing the estimated item ordered by the customer, keeping production at a "single level."
  • A multi-level estimate contains one or more manufactured parts in the Material Section.
    • These estimates require at least one other manufactured part (estimate) as a material component.
    • A manufactured part that is included on an estimate's BOM is referred to as a sub-assembly.
    • Depending on the complexity of the "top level" item being made, it is possible that it could require multiple manufactured parts directly and that one or more of those sub-assemblies could require at least one other manufactured part as well, each one with its own set of production related details.
    • If the requirement for a sub-assembly is not filled by being posted from inventory during order processing, the system will create a sub-assembly job instead. In situations where manufactured parts are made as needed (as opposed to being made in advance and pulled from inventory) production will take place at "multiple levels."
      • Sub-assembly jobs remain on the same order as the top level item and are connected by the use of a Master Job Number reference.
      • Sub-assembly jobs are not included on external facing documentation since they are used in the making of the items ordered by the customer and not ordered by the customer directly.
  • The designation of single level or multi-level is based on whether the estimate's BOM includes manufactured parts or not and is not related to the number of routing steps it contains.

While they can be found in the Inventory Items area of JobBOSS2, it is assumed that the creation and editing of estimates takes place in Estimating.

An asterisk [*] indicates a required field.

  1. Go to the blue Data Entry tab, open the Quoting dropdown menu, and select Estimating.
  2. Click New.
  3. Review / Enter information into General section fields as necessary:
    • Part Number
    • Description
    • Part Notes
    • Pricing Unit of Measure
    • Product Code
    • Inventory GL Code
  4. Select a Price Calculation Method.
  5. Enter Quantity Breaks as necessary into the grid.
    • Double click to edit the fields.
  6. Review / Enter information into the Engineering section as necessary:
    • Customer Code
    • Billing Rate
    • Revision
    • Revision Date
    • Drawing Number
    • Part Weight
    • Commission Percent
    • Misc / Tooling Charge
    • Misc / Tooling Description
    • Routed By
    • Date Routed
  7. Add Materials to the grid.
    • Add Row
      • Click Add Row
      • Enter Part Number
    • Search
      • Click Search
      • Use search features to find and select your part
      • Click OK
  8. Enter / Edit information on the materials grid as necessary.
    • Quantities are crucial to accurate estimating.
  9. Add Steps to the Routing grid.
    • Click Add Row
    • Select a Work Type
    • Enter the Setup and Cycle time with the corresponding unit(s)
    • Select an Operation
  10. Add Comments and Images as desired.
Verify / Update Sales Quantities
  1. Navigate to the General Section.
  2. Click 'Calculate' (located at the top of the Quantity Breaks Grid.)
    • This updates all cost and sales related values for the estimate.
    • Sell Price is determined based on 'Price Calculation Method' selected. (See General Section above for details.)
    • If the sales values are going to be entered manually:
      1. Override the calculated value by entering dollar amount directly in the 'Sell Price' field for each quantity present.
      2. Click 'Lock Prices' (located above 'Product Code.')
    • This prevents the system from re-calcluating and overwriting the sales values when the estimate is saved.
    • When prices are locked, they will not change even if costs increase, leading to the possibility that the estimate could be quoted / sold for an amount that is less than the cost to make it.
  3. Click 'Save' to save and close the record.
    1. Use the Save dropdown menu if you want to create a new record or print a report upon saving.

 

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