Copy to Estimate

Quotations > Quotations Processing > Estimates > Copy to Estimate

Copy to Estimate

You use this program to copy operations and/or components from another estimate or a stocked item.

You access the program from the Copy function of the Estimates program.

Toolbar and menu

Field

Description

Copy

Select this to begin the copy according to the selections you have made.


	Only first level components/operations held against the parent stock code are copied.

When you copy materials and/or operations from another estimate, then the custom forms defined against the source estimate's material and/or operations are copied to the new estimate.

When you copy materials and/or operations from a stocked item, and the fields on the BOM operation and/or BOM structure custom form match the fields on the estimate operation and/or estimate structure custom form, then the custom form data defined against the source BOM's material and/or operations are copied to the new estimate.

Select this to return to the previous screen.

Copy Options

Field

Description

Copy from

Source

Indicate where the operations and/or components must be copied from.

Field	Description
Estimate	Select this to copy operations and/or components from another estimate.
Stocked item	Select this to copy operations and/or components from a made-in stocked item.

Stock code

If the source is an Estimate, then you enter the non-stocked code in this field.

If the source is a Stocked item, then you enter the stocked item code in this field.

Description

This indicates the description of the stock code/non-stocked code you entered.

Estimate route

If you are copying from another estimate or a stocked item, then the default route is displayed, but can be changed.

BOM route

You use this field to indicate the Bill of materials route from which you want to copy materials and operations when copying from a stocked item.

Options

Copy operations

Select this to copy only the operations from another estimate/stocked item.

Copy materials

Select this to copy only the materials from another estimate/stocked item.

Copy method

Field

Description

Auto

Select this to copy the operations and/or components automatically, without viewing details of the items you are copying.

Review

Select this to control of the way in which the operations and/or components are copied.

If you select this option you will be able to select the operations and/or components you want to copy.

Operations

This only applies if you selected to Copy operations.

Field	Description
Delete existing before copy	Select this to delete the existing components before copying the new components.
Insert new before existing	Select this to insert the copied operations before any existing operations.
Add new after existing	Select this to add the copied operations after the existing operations.

Run time multiplier

Indicate a multiplier to apply to the unit run time of all operations copied.

If the Copy method is set to Auto, then the multiplier is applied automatically. If the Copy method is set to Review, then the multiplier is used as the default, but can be changed as each operation is copied.


	This option does not apply when copying subcontract operations.

Materials

This only applies if you selected to Copy materials.

Field	Description
Delete existing before copy	Select to delete the existing materials before copying the new materials.
Insert only new	Select to only insert materials that do not already exist for the estimate
Merge new with existing	Select this to merge the existing materials with the new materials that are copied. If you select this option, then you can indicate how the components must be merged.

Quantity per multiplier

Enter a multiplier to apply to all materials copied.

If the Copy options field is set to Auto, then the multiplier is applied automatically. If the Copy options field is set to Review, then the multiplier is used as the default but can be changed as each material component is copied.


	If you enter a multiplier greater than one and you copy a component which uses fixed quantity per, then the multiplier is only applied to the quantity per and not to the fixed parent quantity. This is irrespective of whether you copy the component from an Estimate, BOM or ASCII file.

Copy Operations

If you are copying operations and you selected the Copy method -Review option, then this screen is displayed when you select the Copy option.

You use this screen to indicate the operations to copy.

Field	Description
Copy Operation	Select this to copy the current operation to the estimate.
Ignore Operation	Select this to ignore the current operation and not copy it to the estimate.
Abandon Copy	Select this to stop the copy process and return to the previous screen. The operations you selected to copy are displayed and copied.
Operation number	This indicates the operation to copy.
Work center	This indicates the work center for the operation.
Description	This indicates the work center description for operations and the stock code description for stocked and non stocked items for materials.
Unit run time	This indicates the unit run time defined against the operation.
Run time multiplier	Enter the amount by which the Unit run time must be multiplied for the new estimate.
Hierarchy	Indicate the hierarchy to which the operation must be assigned. You can use the Hierarchies for Job program to maintain hierarchies. This is only enabled if you selected the option: Maintain hierarchies (Estimates), and the quotation is a hierarchical quotation (see Quotation Entry).

Copy Materials

If you are copying materials and you selected the Copy method -Review option, then this screen is displayed after you completed the selection of operations to copy.

You use this screen to indicate the materials to copy to the estimate.

Field

Description

Copy Material

Select this to copy the current material to the estimate.

Ignore Material

Select this to ignore the current material and not copy it to the estimate.

Abandon Copy

Select this to stop the copy process and return to the previous screen.

Sequence number

This indicates the sequence number for the stock item in the bill of materials.

Stocked code

This indicates the material stock code and description of the stock item to copy.

Description

This indicates the description for the stock code.

Quantity per

This indicates the quantity of the stock code.

Quantity per multiplier

Enter the amount by which the Quantity per must be multiplied for the quantity for the new estimate.


	If you enter a multiplier greater than one and you copy a component which uses fixed quantity per, then the multiplier is only applied to the quantity per and not to the fixed parent quantity. This is irrespective of whether you copy the component from an Estimate, BOM or ASCII file.

Hierarchy

Indicate the hierarchy to which the allocation must be assigned.

You can use the Hierarchies for Job program to maintain hierarchies.

This is only enabled if you selected the option: Maintain hierarchies (Estimates), and the quotation is a hierarchical quotation (see Quotation Entry).

Notes and warnings

eSignature considerations

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
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 delete operation	Controls access to the Delete function for Operations in the Estimates, Copy to Estimate, Estimate Structure Import and Estimate Route Import programs.