Estimating

💡These articles explain estimating, Estimate Types, Cost Centres and the general, engineering, flexo tooling and ringroller estimates.

Articles#

• Calculators: Describes the Quantity Out by Area calculator and the converters that split costs or material quantities into setup and unit values.
• Cost Centres: Describes how Cost Centres calculate production hourly rates, their user settings and best practices, and the list and edit view fields, costs and recovery.
• Engineering: Describes how Engineering Estimates cost machined products such as shafts and gears from services and materials, with the override and outsourced options.
• Estimate Types: Describes how to set up Estimate Types, with their list view, header fields, parameters, parameter types, stored procedures and a signage example.
• Estimating Reference: Describes the estimating settings, the cost summary, how estimates update sell price transactions and the estimate actions and context menu.
• Flexo Tooling: Describes the Flexo Tooling Estimate Types for dies, cylinders and rollers, with their fields, BoM selection, overrides and quality checks.
• General Estimate: Shows how to create a General Estimate from Materials and Services on a transaction, set its description and use its Data Pipelines.
• Ringrollers: Shows how to quote on rolled steel rings such as train wheels with the Ringrollers Estimate Type, and lists the settings it needs.