You use this program to define the components and operations needed to make a non-stocked item. You also use this program to define the structural relationships between the parent and component parts.
Estimates are typically used by engineers and designers to estimate the possible cost of an item that the company has not previously manufactured.
A quotation would be sent to the customer based on the Estimated cost for the order quantity requested by the customer. The order quantity becomes the Economic Batch Quantity (EBQ) and if the customer accepts the quotation, then the non-stocked estimated item is created in stock and a sales order and job created.
Field | Description | ||||||
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File | |||||||
New Parent | Select this to indicate a new non-stocked code to maintain. | ||||||
Gantt Chart | Select this to use the Quotation Operations Graphing program
to view a Gantt Chart of the operations assigned to the
non-stocked item. The Gantt Chart is hot spot enabled (i.e. a mouse click anywhere on the chart enables you to perform appropriate functions that are available from the toolbar). This option is only enabled when operations exist against the non-stocked item in the estimate. |
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Play Operation | Select this to use the Multimedia program to view any multimedia objects assigned to the operation currently highlighted in the listview. | ||||||
Zoom on Operation | Select this to display the details of the operation currently highlighted in the listview. | ||||||
Play Component | Select this to use the Multimedia program to view any multimedia objects assigned to the component currently highlighted in the listview. | ||||||
Zoom on Component | Select this to display the details of the component currently highlighted in the listview. | ||||||
Structure Import | Select this to use the Estimate Structure Import program to copy operations and/or components to the current estimate from another estimate, stocked item or ASCII file. | ||||||
Edit | |||||||
Add Operation | Select this to add an operation to the estimate. | ||||||
Insert Operation | Select this to add an operation before the operation currently highlighted in the listview. | ||||||
Change Operation | Select this to maintain the operation currently highlighted in the listview. | ||||||
Move Operation | Select this to re-sequence operations in the listview. This option is available only if more than one operation is held against the parent stock code. | ||||||
Delete |
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View Operation Narrations | Select this to view any narrations attached to the operation currently highlighted in the listview (see Browse on Standard Narrations). | ||||||
Add Component | Select this to add a component to the parent item. | ||||||
Change Component | Select this to maintain the component currently highlighted in the listview. | ||||||
Delete |
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Sequence |
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View Component Narrations | Select this to view any narrations attached to the component currently highlighted in the listview. | ||||||
Options | |||||||
Confirm Deletions | Select this to be prompted to confirm the deletion of operations or components when you select to delete them. If you do not select this option, then the operations or components are deleted without warning. | ||||||
Preferences | Select this to configure your preferences for this program (see Preferences). | ||||||
Parent non-stocked code | Indicate the code of the non-stocked parent part for which you want to create an estimate. | ||||||
Route | Select the routing against which you want to maintain
operations and components. This defaults to route 0, but can be changed. You select a different route if you want to create more than one route for an item. You define the route for a non-stocked item using the Browse on Non-Stocked Codes program. This only applies if you selected the option: Alternate routings required (Bill of Materials Setup - General tab). |
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Maintain hierarchies | Select this to maintain hierarchies for an estimate for
an hierarchical quotation. This enables you to associate the
components/operations to the hierarchical heads/sections so
that when the job, etc., is created, the costs for these are
posted to the correct entries. When you select this option, the hierarchical quotations associated with the estimate are displayed, enabling you to select the quotation required. If this option is not selected, then the estimate is assumed to be for a non-hierarchical quotation. |
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Configurator | Select this to use the Product Configurator Wizard program to create a customized item, whose components and operations will automatically be inserted into the estimate. | ||||||
Functions | |||||||
Copy | Select this to use the Copy to Estimate program to copy operations and/or components from another estimate or stocked item or from an ASCII file. | ||||||
Create | Select this to use the Quotation Stock Part Creation program to create a stocked part for the non-stocked item. | ||||||
Cost/Lead Time Rollup | Select this to use the Quotations Cost Implosion and Lead Time Calculation program to perform a cost and lead time calculation for an offer. | ||||||
Hierarchy | These options are only enabled when you select the Maintain Hierarchies option. | ||||||
Maintain Hierarchy | Select this to use the Hierarchies for Job program to maintain hierarchies for the job | ||||||
Hierarchy Details | Select this to review the hierarchy details for the job. |
You use the Preferences option from the Options menu to configure how you want to view operations in the treeview pane.
You can save these preferences against the operator or apply them only for the current run of the program.
Field | Description |
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Save | Select this to save the preferences against your operator code. |
Close | Select this to save the preferences for the current run of the program only. |
Display Options | |
Show treeview in plain text | The default Estimate treeview
display is in XAML. In this display, you cannot select to
Show materials first when you include
operations in the treeview. Selecting this option enables you to choose any ordering option, including Show materials first. |
Show operations in treeview | Select this to include operations in the treeview pane. |
Order | Indicate the order in which you want to display operations and material allocations in the treeview. These options are only enabled if you selected Show operations in treeview. |
Show materials first | Select this to display materials first in the
treeview pane. You can only select this option when you select the option: Show treeview in plain text. |
Show operations first | Select this to display operations first in the treeview pane. |
Sequence material by operation | Select this to display materials according to the operation to which they are attached. |
Sequencing Options | This refers to the sequence numbers you want to attach to components you add. These options are disabled when the Sequence key is set to Alphanumeric (Bill of Materials Setup). |
Default to automatic sequencing | Select this if you want the system to allocate the sequence number automatically to components as you add them. |
Gap to use for auto sequence numbering | Indicate the gap you want to leave between the
sequence numbers automatically allocated to the components
you add. For example, if you select 05 and the previous component had a sequence of 10, then the next component you add will be allocated sequence number 15. |
Field | Description |
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Non-stocked code | This indicates the code of the non-stocked item for which you are currently viewing or maintaining the information. |
Description | This indicates the description of the non-stocked code. |
Unit of measure | This indicates the unit of measure for the non-stocked item. |
Available to use | Select this to make the estimate available for use in a
quotation. If this option is not selected, then the estimate is considered under development and is unavailable for use in a quotation. The available to use status can be maintained for the top level parent as well as non-stocked sub assemblies. In addition, you can apply VB scripting to this option.If a quotation detail line is created using the configurator, the estimate will automatically set to be available to use. |
Field | Description |
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Save | Select this to save any Notepad information you entered. This only applies when the Notepad pane is pinned and you use that pane to enter free format text. |
Non-stocked parent part | This indicates the code of the non-stocked parent item you are currently viewing or maintaining. |
Route | This indicates the routing against which you want to
maintain operations and components. This only applies if you selected the option: Alternate routings required (Bill of Materials Setup - General tab). |
Notes | Select this to use the Notepad Editor program to enter free format text against the non-stocked parent estimate. |
The operations and components currently defined against the non-stock code you selected are displayed in a treeview, according to the preferences you indicated (see Preferences).
As you highlight an item in the treeview, the relevant information for that item is displayed in the Operations and the Components panes.
Note that details of subcomponents for a stocked component are not displayed. Although you can attach a stocked component to a non-stocked component, you cannot attach anything to that stocked item. This must be done in the Structures and Routings program. By displaying the sub-components for a stocked item it would imply that you can, by extension, maintain a stocked structure within estimates, which is not possible.
Field | Description |
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Add | Select this to add an operation to the estimate. |
Change | Select this to maintain the operation currently highlighted in the listview. |
Delete | Select this to delete the operation currently highlighted in the listview. You are prompted to confirm the deletion of the operation. |
Functions | |
Insert Operation | Select this to add an operation before the operation currently highlighted in the listview. |
Move Operation | Select this to re-sequence operations in the listview. This option is available only if more than one operation is held against the parent stock code. |
Delete All Operations | Select this to delete all operations currently displayed in the listview. You are prompted to confirm the deletion of the operations. |
Zoom | Select this to display the details of the operation currently highlighted in the listview. Refer to Maintain Operations for Non-Stocked Code for details. |
Play | Select this to view any multimedia objects defined against the operation currently highlighted in the listview. |
Gantt Chart | Select this to use the Quotation Operations Graphing program
to view a Gantt Chart of the operations assigned to the
non-stocked item. The Gantt Chart is hot spot-enabled (i.e. a mouse click anywhere on the chart enables you to perform appropriate functions that are available from the toolbar). This option is only enabled when operations exist against the non-stocked item in the estimate. |
This screen is displayed when you select the Move operation options from the File menu of from the Functions menu in the Operations pane.
Field | Description |
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Move operation | This indicates the operation number which will be moved. |
Work center | This indicates the work center for the operation to be moved. |
New operation | Indicate the position to which you want to move the operation. |
OK | Select this to move the operation to the position indicated in the New operation field. |
Close | Select this to return to the previous screen without moving the operation. |
The information included in the Operations listview is described in the Maintain Operations for Non-Stocked Code section.
This screen is displayed when you select the Add Operation, Change Operation or Insert Operation options from the Edit menu or when you select the Add or Change icons from the Operations pane.
If a custom form is defined for Estimate operations and/or Estimate structures and at least one of the fields on the form is defined as mandatory (see Custom Form Entry), then you are prompted to enter the custom form details before you can save the operation. This only applies when you add an operation.
Field | Description | ||||
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Mode | |||||
Add | Select this to add a new operation. | ||||
Insert | Select this to add an operation in a specific sequence. | ||||
Change | Select this to maintain an operation. | ||||
Delete | Select this to delete the operation currently displayed. | ||||
Save | Select this to save the details you entered or changed. | ||||
Operation |
You use this field to assign an operation to the parent stock code. If you enter an operation that already exists, you can select the Add function to insert this as a new operation. You can define a maximum of 999 operations against each bill of materials structure.
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Play | Select this to view any multimedia objects currently defined against the operation. | ||||
Edit | Select this to use the Multimedia program to define multimedia objects against the operation. | ||||
Operation Type | |||||
Internal | Select this to maintain an internal operation. | ||||
Subcontract | Select this to maintain a subcontract operation. |
Field | Description | ||||||||
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General Information | |||||||||
Operation | This indicates the operation number you are currently maintaining. | ||||||||
Work center |
You use this field to indicate the work center in which the operation must be performed. |
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Description | This indicates the description for the work center. | ||||||||
Time unit of measure | This indicates the time unit of measure defined against the cost center (Browse on Cost Centers) defined against the work center. | ||||||||
Quantity unit of measure | |||||||||
Set-up time | Indicate the time taken to ready a specific machine, process or work center for use. No usable items are produced during the setup period. It forms part of the operation elapsed time. | ||||||||
Startup time | Indicate the time taken to gradually bring the specific machine, line or work center up to full production speed while producing usable product. It forms part of the operation elapsed time. | ||||||||
Startup quantity | Indicate the quantity of product manufactured during the start up period and is deducted from the actual quantity to be manufactured when the run time is calculated. | ||||||||
Run time method | This indicates the Run time calculation
method defined against the work center (see Browse on Work Centers).The values entered in the fields below
and the fields available depend on the run time
method. For example, if the run time method against the work center is defined as Unit, then you will need to enter the Unit run time. If the method is defined as Rate or Block, then you will need to enter the Quantity and Time taken, for the unit run time to be calculated automatically. |
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Quantity | Enter the quantity of the item that can be manufactured in the time entered in the Time taken field below. This field is only enabled if the Run time calculation method defined against the word center is Rate or Block. | ||||||||
Time taken | Enter the time taken to produce the specific quantity
of the item entered in the Quantity
field. This field is only enabled if the Run time calculation method defined against the word center is Rate or Block. |
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Unit run time | Indicate the time taken to produce one unit during
full speed production. It forms part of elapsed time.
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Teardown time | Indicate the time taken to close down the specific machine, line, or work center used in the operation after production is complete. It forms part of the elapsed time. Typically, no usable items are produced during the teardown period. | ||||||||
Wait time | Indicate the amount of time between the end of the current operation and the availability of the product to be moved to the next work center. This forms part of elapsed time. Wait time is not included in the calculation of capacity required or in the costing calculations. | ||||||||
Capacity required | This indicates the capacity required for the operation. | ||||||||
Capacity unit of measure | This indicates the unit of measure for the capacity as defined against the work center (Browse on Work Centers). | ||||||||
Maximum units | Indicate the maximum number of productive units available in the work center that can be used on the operation. This value is used in the calculation of capacity required and elapsed time. | ||||||||
Units description | This indicates the description for the units in the Maximum units field. | ||||||||
Number of pieces | Indicate the number of pieces involved in the
operation. This enables you to mark quantities in a measure
that is meaningful to you. For example: If the job is to make bicycle wheels and this operation is to make spokes for the wheels, then you could indicate that 30 spokes (i.e. number of pieces) are required for each wheel. Additionally, when making spokes for a bicycle wheel, the operator could mark the number of spokes produced during the operation enabling the system to calculate the number of wheels for which the operator has manufactured spokes. |
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Work center rate indicator | Indicate the work center rate applicable to this operation. | ||||||||
Pricing basis | You can only access these fields if you enabled the
option: Allow changes at estimate level
(Quotation Setup).
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Markup % | Enter the markup or margin percentage to be added to the total cost of the operation. This depends on the pricing setup option selected in Quotation Setup). | ||||||||
Selling rate indicator | Enter the selling rate indicator to use to calculate the price the customer will be charged for this operation. | ||||||||
Milestone operation |
Indicate whether this is a milestone operation. This enables you to post labor to key operations and update all prior operations with labor postings. Refer to Milestone operation for additional information on milestone operations. |
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Time required in days | |||||||||
Fixed elapsed time |
Indicate whether the elapsed time of the operation must be dynamically calculated, or manually entered as a fixed number of days. Select this to indicate that the elapsed time of the operation is manually entered as a fixed number of days. If you do not select this option, then the elapsed time of the operation is dynamically calculated. Dynamically calculated elapsed times means that if the batch size changes then the elapsed time is amended automatically. This enables the Requirements Calculation and Forward Finite Scheduling programs to take account of this when calculating suggested job start and delivery dates. The Lead Time Calculation program re-calculates dynamic elapsed times providing you do not define the elapsed time as fixed. |
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Elapsed time |
Indicate whether the elapsed time of the operation must be dynamically calculated, or manually entered as a fixed number of days. Dynamically calculated elapsed times means that if the batch size changes then the elapsed time is amended automatically. This enables the Requirements Calculation and Forward Finite Scheduling programs to take account of this when calculating suggested job start and delivery dates. The Lead Time Calculation program re-calculates dynamic elapsed times providing you do not define the elapsed time as fixed. |
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Movement time | This indicates the time required for the operation to
move between work centers. If you enter -999 in this field, then this operation will run together with the preceding operation (i.e. this operation and the previous operation will run in parallel). If the elapsed time for both operations is the same, then the two operations will start and end at the same time. If their elapsed times differ, then you can force the operations to either end a the same time or start at the same time depending on how you sequence them. If you sequence the longer operation first, then they will end together. If you sequence the shorter operation first, then they will start together. In each case, you set the -99 movement time against the second operation. The entry made here is only used if you have not defined a movement matrix for the work center (Browse on Work Center Move Matrices). |
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Additional Information | |||||||||
Inspection | This field is only used for documentation purposes
and can be printed on your factory documentation. It enables
you to indicate the level of inspection required.
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Maximum operators | Indicate the maximum number of operators permitted to process the operation. This may not exceed the number of operators assigned to the work center. | ||||||||
Machine | This field is used for documentary purposes and indicates the default machine for the operation during labor postings. | ||||||||
Minor setup code | This field is used for documentary purposes and is printed on the Dispatch List. | ||||||||
Minor setup time | This field is used for documentary purposes and is printed on the Dispatch List. The entry made here cannot exceed the set-up time for the operation. | ||||||||
Tool set | Indicate the tool set number for the operation. This can be printed on your factory documentation. | ||||||||
Tool set quantity | Indicate the tool set quantity for the operation. The entry made here cannot exceed the quantity assigned to the tool set. This can be printed on your factory documentation. | ||||||||
Tool set consumption | Indicate the tool set consumption for the operation. This can be printed on your factory documentation. | ||||||||
Progressive scrap |
These options are only available if you selected the setup option: Progressive scrap required (Bill of Materials Setup - General tab).
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Scrap percentage |
Indicate the percentage of scrap you want to assign to the operation. At the time of creating a job for the parent, any material allocation associated with this operation is inflated according to the scrap percentage entered. |
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Scrap quantity | Indicate the quantity of scrap you want to assign to
the operation. At the time of creating a job for the parent, any material allocation associated with this operation is inflated according to the scrap quantity entered. |
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Transfer quantity | These options are currently used for documentary purposes only. In future releases of the software, they will be used by the Factory Scheduling system. | ||||||||
Links | |||||||||
Hierarchy | Indicate the hierarchy to which the operation must be
assigned. You can use the Hierarchies for Job program to maintain hierarchies. |
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Narrations | Select this to assign user-defined text to operations held against the parent stock code. See Operation Narrations. | ||||||||
Calculations | Select this to view the run time method and capacity calculations for the operation. |
Field | Description | ||||||||
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General Information | |||||||||
Operation | This indicates the operation number you are currently maintaining. | ||||||||
Work center |
Indicate the work center in which the operation must be performed. |
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Description | This indicates the description for the work center. | ||||||||
Supplier | Indicate the preferred supplier of the service. This defaults to the supplier assigned to work center. | ||||||||
P/order stock code | Indicate the notation that will be entered under the stock code when a purchase order is generated. This is treated as a non-stocked item in purchase orders. | ||||||||
Quantity per | This field is used for documentary purposes only and enables you to indicate the quantity of the purchased service required to make a single parent stock code. | ||||||||
Unit of measure | This field is used for documentary purposes only. | ||||||||
Unit value |
Indicate the subcontract value of the operation. You must enter this value in local currency, regardless of whether the subcontractor is a foreign currency supplier. |
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Markup % / margin % |
Enter the Markup/Margin % (depending on your selections on the Pricing tab of the Quotation Setup program), which must be added to the total cost of the operation. The default displayed can be changed. |
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Planner | Indicate the planner for this operation. The default is the entry assigned to the work center and can be used as a selection criterion when producing reports. | ||||||||
Buyer | Indicate the buyer for this operation. The default is the entry assigned to the work center and can be used as a selection criterion when producing reports. | ||||||||
Tool set number | Indicate the tool set number for the operation. This can be printed on your factory documentation. | ||||||||
Number of pieces |
Indicate the number of pieces involved in the operation. This enables you to mark quantities in a measure that is meaningful to you. For example: If the job is to make bicycle wheels and this operation is to make spokes for the wheels, then you could indicate that 30 spokes (i.e. number of pieces) are required for each wheel. Additionally, when making spokes for a bicycle wheel, the operator could mark the number of spokes produced during the operation enabling the system to calculate the number of wheels for which the operator has manufactured spokes. |
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Inspection | This field is only used for documentation purposes
and can be printed on your factory documentation.
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Time required in days | |||||||||
Lead time | Establish the date on which a purchase order should be raised to reserve capacity at the subcontractor. | ||||||||
Offsite time | Indicate the number of days that the component is off site. This is added to any dock to stock days to determine the elapsed time. | ||||||||
Dock to stock | Indicate the number of days required for the inspection of the item. This is added to the offsite time to establish the elapsed time of the operation. The due date of the purchase order is set as the due date of the operation less the dock to stock time. | ||||||||
Movement time | This indicates the time required for the operation to
move between work centers. If you enter -999 in this field, then this operation will run together with the preceding operation (i.e. this operation and the previous operation will run in parallel). If the elapsed time for both operations is the same, then the two operations will start and end at the same time. If their elapsed times differ, then you can force the operations to either end a the same time or start at the same time depending on how you sequence them. If you sequence the longer operation first, then they will end together. If you sequence the shorter operation first, then they will start together. In each case, you set the -99 movement time against the second operation. The entry made here is only used if you have not defined a movement matrix for the work center (Browse on Work Center Move Matrices). |
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Progressive scrap |
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Scrap percentage |
Indicate the percentage of scrap you want to assign to the operation. At the time of creating a job for the parent, any material allocation associated with this operation is inflated according to the scrap percentage entered. |
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Scrap quantity | Indicate the quantity of scrap you want to assign to the operation. At the time of creating a job for the parent, any material allocation associated with this operation is inflated according to the scrap quantity entered. | ||||||||
Transfer quantity | These options are currently used for documentary purposes only. In future releases of the software. They will be used by the Factory Scheduling system. | ||||||||
Links | |||||||||
Hierarchy | Indicate the hierarchy to which the operation must be
assigned. You can use the Hierarchies for Job program to maintain hierarchies. |
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Narrations |
Select this to assign user-defined text to the operation. If you selected the option: Standard narrations required for operations (Bill of Materials Setup) then you can select whether to enter specific narration text for the operation, or retrieve text assigned to a standard narration code. See Operation Narrations. |
This screen is displayed when you select the Narrations option.
If you selected the option: Standard narrations required for operations (Bill of Materials Setup) then you can select whether to enter specific narration text for the operation, or retrieve text assigned to a standard narration code.
Field | Description |
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Narration code | Select this to retrieve narration text assigned to a narration code (see Browse on Standard Narrations). |
Specific Narration | Select this to capture narration text for the operation. |
Date Stamp | Select this to insert the current date and your operator code at the top of the text narrations. |
Copy | Select this to retrieve narration text that has been assigned to a standard narration code. |
Save | Select this to save the text for the specific narration. |
Close | Select this to return to the previous screen. You are prompted to save the information you entered. |
Close | Select this to return to the previous screen |
Operation costs are established by accumulating the results of the following calculations:
If the economic batch quantity (EBQ) or productive units are zero, then 1 is assumed.
If the EBQ is less than the (startup quantity x productive units), then the (startup quantity x productive units) is used as the EBQ.
Field | Description |
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Add | Select this to add a component to the parent item. |
Change | Select this to maintain the component currently highlighted in the listview. |
Delete | Select this to delete all the operation currently highlighted in the listview. You are prompted to confirm the deletion of the operation. |
Functions | |
Change Sequence | Select this to change the sequence of the component currently highlighted in the listview. |
Resequence | Select this to re-sequence components in the listview. This option is available only if you selected the option: Structure sequencing required (Bill of Materials Setup) and more than one component is held against the parent stock code. |
Delete All Components | Select this to delete all components currently displayed in the listview. |
Zoom | Select this to display the details of the component currently highlighted in the listview. Refer to Maintain Components for Non-stocked Code for details. |
Play | Select this to view any multimedia objects defined against the component currently highlighted in the listview. |
Query | |
Where-used | Select this to use the Browse on Component Where-used program to view where the component currently highlighted in the listview is used as a component within a structure. |
Work in Progress | Select this to use the Work in Progress for Stock Code program to view work in progress jobs for the component currently highlighted in the listview. |
WIP Allocations | Select this to use the Allocations for Stock Code program to view all material allocations of the component currently highlighted in the listview to jobs. |
Alternate Stock Codes | Select this to use the Alternate Stock Codes program to view and maintain ate stock codes for the component currently highlighted in the listview. |
This screen is displayed when you select the Change Sequence option from the File menu or from the Functions menu of the Components pane.
Field | Description |
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Component | |
Sequence number | This indicates the current sequence number for the component. |
Stock code | This indicates the stock code and description of the component. |
New sequence number | Enter the sequence number to which you want to change the component. |
OK | Select this to change the sequence number of the component to the number entered in the New sequence number field. |
Cancel | Select this to return to the previous screen without changing the component's sequence number. |
This screen is displayed when you select the Resequence Components option from the File menu or the Resequence option from the Functions menu of the Components pane.
Field | Description |
---|---|
Starting sequence | Enter the starting sequence number to use for
resequencing all the components in the listview. The number you enter here becomes the sequence number for the first component listed in the listview. |
Sequence increment | Indicate the sequence increments for each subsequent
component in the listview. For example, if the Starting sequence is set to 1 and you enter 5 in this field, then the 2nd component will have the sequence number 6. |
OK | Select this to resequence all the components. |
Close | Select this to return to the previous screen without changing the components' sequence numbers. |
The information included in the Components listview is described in the Maintain Components for Non-stocked Code section.
This screen is displayed when you select the Add Component, Change Component or Insert Component options from the Edit menu or the Add or Change icons from the Components pane.
The components you define here are the items (stocked or non-stocked) which are needed to make the parent part.
Items with a part category of Notional part (Stock Code Maintenance) cannot be selected.
Field | Description |
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New | Select this to add a new component. |
Delete | Select this to delete the component currently displayed. |
Save | Select this to save the details you entered or changed. |
Play | Select this to use the Multimedia program to view any multimedia objects assigned to the component. |
Edit | Select this to use the Multimedia program to define multimedia objects against the component. |
Field | Description | ||||
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Automatic sequencing | Select this if you want the system to automatically
allocate the sequence number for the components added. The
sequence number defaults to the Default sequence
number (Bill of Materials Setup - Sequence
tab). If you do not select this option, then you can manually define the sequence number for each component in relation to the parent stock code. |
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Sequence |
Indicate the sequence number for the component in relation to the parent stock code. The sequence number is used to show more than one occurrence of the parent/component relationship. For example: If the same size screws must be used to secure a lid to a base and both of them to another component, you can indicate that eight screws are needed, or four screws are needed on two separate occasions. You can only access this field if you indicated that structure sequencing is required (Bill of Materials Setup). Regardless of whether you require structure sequencing, this field defaults to the entry made at the Default sequence number option (Bill of Materials Setup). In addition, this field is disabled if you selected the Automatic sequencing option. |
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Non-stocked | Select this if you want to enter a non-stocked component. The description for the previous field changes accordingly. | ||||
Non-stocked auto | |||||
Auto generate |
Select this to automatically generate a new non-stocked component item number using the Browse on Non-Stocked Codes program. The non-stocked code is generated using the quotation number. This non-stocked code is specific to a quotation. This option is only available if you selected the Links > Auto option from the Quotation Entry program to automatically generate a new non-stocked parent item using the quotation number. |
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Stock code |
Indicate the component stock item needed to make the parent part. This cannot be a kit type item. If you selected the option: Non-stocked, then you enter a non-stocked component item needed to make the parent part. |
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Quantity per | Enter the quantity of the component needed to make one of the parent item. | ||||
Fixed quantity |
Select this if the quantity per you entered in the previous field relates to a fixed quantity per parent. You enter the number of parent parts that the fixed quantity is per in the Parent per fixed quantity field below.
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Parent per fixed quantity |
Enter the number of parent parts that the fixed quantity is per. If you enter zero in this field, then the system assumes that you require the fixed quantity per that was entered, regardless of the number of parent parts to be made. This field is only enabled if you selected the option: Fixed quantity above. |
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Offset | |||||
Operation | Select this to indicate the number of the operation for which you need the component. | ||||
Offset days | Select this to indicate when the component must be available to make the parent part as a number of days. | ||||
Operation |
Enter the number of the operation for which you need the component. This number can be in the range 1 to 999, where 1 indicates that the component is required for the first operation (i.e. at the start of a job). You can select the Browse icon to use the Quotation Estimate Operations Browse program to view details of operations for the current non-stocked parent item. This field is displayed if you selected the Offset > Operation option. |
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Days |
Enter the number of days before the job completion date in which the component is required. The number of days entered is offset backwards from the finish date of the job. For example: If the component is required 7 days before the completed manufacture date, then you would enter 7 here. An entry of 0 indicates that the component is required on the date a suggested job is due to be completed. This field is displayed if you selected the Offset > Offset Days option. |
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Component type | Indicate the type of component. This can be used to describe the component and can also be used as a selection criterion for reporting purposes. This field cannot be accessed if adding a phantom or soft phantom component. | ||||
Scrap percentage |
Enter the percentage which must be added to the quantity per, to take account of scrap. For example: If you enter 15% (for a quantity per of 1), then 115 components are allocated to make 100 of the parent items. |
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Scrap quantity |
Enter the quantity which must be added to the components issued, to take account of scrap. For example: If you enter a scrap quantity of 5 (for a one-to-one parent/component relationship), then 25 components are allocated to make 20 of the parent items. This field is not available if you selected the option: Fixed quantity above. |
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Markup % / Margin % |
Enter the Markup/Margin % (depending on your selections on the Pricing tab of the Quotation Setup program), which must be added to the total cost of the component. The default displayed can be changed. |
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Override cost | Select this to override the automatic cost calculation and enter a cost manually. | ||||
Cost | Enter the cost required. This field is only enabled when you select the Override cost option. | ||||
Warehouse to use | Indicate the warehouse from which the component must be issued. | ||||
Reason | Enter the reason for adding a component. | ||||
Include component in kit issues | Select this if the component must be used during kit issues. | ||||
Issue material scrap automatically | Select this to issue the scrap percentage or quantity automatically when using the Job Issues program to process kit issues to the job. | ||||
Issue progressive scrap automatically |
Select this process the scrap percentage or quantity defined against operations (i.e. progressive scrap) to automatically.
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Hierarchy | Indicate the hierarchy to which the allocation must
be assigned. You can use the Hierarchies for Job program to maintain hierarchies. |
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Narrations |
Select this to use the Text Editor program to assign user-defined text to the component. You can only access this function if you indicated that structure narrations are required (Bill of Materials Setup - General tab). |
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Unit cost | For a stocked component, this is the unit cost of the
component from the Inventory warehouse
table. The unit cost field is updated when you change the
warehouse. For a non-stocked bought out component, it is the unit cost from the Non-stocked table. For a non-stocked made in component, the unit cost is not saved, but calculated from the cost roll up. Therefore, a hyperlink is enabled to the cost roll up for the component (with the quantity per value). This field is hidden by default and is added to the form using the Show captions option. |
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
eSignature Transaction | Description |
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QOT Estimate add component |
Controls access to the Add Component function in the Estimates, Copy to Estimate and Estimate Structure Import programs. |
QOT Estimate change component |
Controls access to the Change function for Components in the Estimates, Copy to Estimate and Estimate Structure Import programs. |
QOT Estimate delete component |
Controls access to the Delete function for Components in the Estimates, Copy to Estimate and Estimate Structure Import programs. |
QOT Estimate add operation |
Controls access to the Add Operation function in the Estimates, Copy to Estimate, Estimate Structure Import and Estimate Route Import programs. |
QOT Estimate change operation |
Controls access to the Change function for Operations in the Estimates program. |
QOT Estimate delete operation |
Controls access to the Delete function for Operations in the Estimates, Copy to Estimate, Estimate Structure Import and Estimate Route Import programs. |
QOT Available to use |
Controls access to the Available to use field in the Estimates program. |
Note that the original cost estimate is used as the manufacturing cost of the item. If you over or under cost the job (by issuing more or less to the job) the difference is posted to the WIP variance account.
Estimates are purged when you use the Quotation Purge program and select to purge their non-stocked codes.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
Select the Close icon in the right-hand corner of the application help pane.
Confirm that you want to delete the pane.