Ringrollers

Overview

The Ringrollers data type is used to estimate and quote on the production of train wheels and tyres as well as other large steel rings which 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 - Type in a description of the finished item, eg. how it will be machined etc.

• 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 will clear the selected Tests and add 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 will be added to the Description

Settings

General Settings

• General > Enable Data Types - Move Ringrollers from the Available to the Selected list.

Add the following settings to identify the Item Categories from which the components will be selected. Where applicable, 

• RingRollers > Item Category - Certification

• RingRollers > Item Category - Packaging

• RingRollers > Item Category - Heat Treatment

• RingRollers > Item Category - Material

• RingRollers > Item Category - Protection

• RingRollers > Item Category - Tests - The Item Reference will be used as the Caption. The Sub-category is used to identify (Non-destructive) NDT tests: Subcategory = NDT

• RingRollers > Item Category - Condition

Estimate Types

Create a new 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.