Engineering
Overview
The Engineering Estimates are used to calculate the cost of Materials and Services used to manufacture various machined products, for example:
Shafts
Gears
Services
Services need to be set up with a Unit of Hr/s or Minutes. A Service Component needs to be created for each product and the Services required to produce the Product need to be added to the Component. The Code on the component needs to match the Product Name - eg. Shaft.
Materials
In this Estimate Type, only one material will be added according to the selected Material Grade and the size of the Product. The selected Material can be changed by checking Material Override.
If a Fixed Price is obtained for the specific length of the material required, it can be added in the Fixed Price field and a Quote Reference can be added to the Supplier Reference field.
If you want to change the selected material, right-click on the Material and select the Change Material menu item. Select from other Materials in the same Category.
Override
Functionality is provided to override the Materials and Services by checking the Override checkboxes on the Form tab.
Outsourced
Check the Outsourced checkbox to remove all the Materials and Services. When a product is outsourced, all the Materials and Services are deleted and a Custom item is added to the Input tab where the Supplier can be selected and a Price added.
Information Bar
Warnings and Information are saved to a field in the Estimate type so they persist after the Estimate has been completed. The following information is provided:
Material and Service Overrides
Date Material Price last updated