Ringrollers
Overview
Use the Ringrollers Data Type to estimate and quote on the production of train wheels, tyres and other large steel rings that are rolled from a billet.
How to Create a Quotation
- Select Estimate > RingRollers (Name of Estimate Type)
- Enter a Reference (Description of the product)
- Enter the Qty required
Left Column
- Final size: OD, ID, HT
- Weight (Supplied)
- Condition: Enter a description of the finished item, e.g. how it will be machined.
- Material: Select from a lookup list.
- Heat Treatment: Select from a lookup list.
- Packaging
- Certification
- Inspection: this field is populated from the note on the item selected in Certification.
Middle column
- Protection: Click the Add Protection button and then multi-select from a lookup list.
- Tests: Click the Add Tests button and multi-select from a lookup list – (Item Category = Test; Subcategory <> NDT). Click the dropdown icon to open a menu with a function to Add Tests linked to Material: this clears the selected Tests and adds all the Tests linked to the selected Material's Costing.
- NDT Tests: (Item Category = Test; Subcategory = NDT).
Right column
- Attachments: the Type = Drawing (pdf) attachments are added to the description.
Settings
General Settings
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| General > Enable Data Types | Move Ringrollers from the Available to the Selected list. | Not applicable |
Add the following settings to identify the Item Categories from which the components are selected. Where applicable,
| Setting | Description | Default |
|---|---|---|
| Ringrollers > Item Category - Certification | The Item Category from which the Certification components are selected. | Not set |
| Ringrollers > Item Category - Packaging | The Item Category from which the Packaging components are selected. | Not set |
| Ringrollers > Item Category - Heat Treatment | The Item Category from which the Heat Treatment components are selected. | Not set |
| Ringrollers > Item Category - Material | The Item Category from which the Material components are selected. | Not set |
| Ringrollers > Item Category - Protection | The Item Category from which the Protection components are selected. | Not set |
| Ringrollers > Item Category - Tests | The Item Reference is used as the Caption. The Subcategory identifies (Non-destructive) NDT tests: Subcategory = NDT. | Not set |
| Ringrollers > Item Category - Condition | The Item Category from which the Condition components are selected. | Not set |
Estimate Types
Create an Estimate Type and set the following:
- Status = Active
- Type = Ringrollers
- Stored Procedure = EST_RINGROLLER
Transaction Setup
- Estimating > Estimate Types: Add the RingRoller Estimate Type to the transactions where it is required.