Create Estimate Operation

Explanation

Use this activity to add operations for a product item with part type Manufactured in the estimate tree structure. You can create new records in this tab when it is necessary to extend the work scope with additional operations for a manufactured part.

A new operation is always founded on existing work centers and labor classes. If the product structure and routing is copied, it is possible to apply cost for the components and operations based on the part cost calculations performed for a cost set with an effective date matching the required date of the item. When a new operation is added then the level cost calculated immediately based on the operation parameters and the cost defined for the corresponding work center and labor classes cost set record valid at the required date. If no cost set is defined for the part then no level cost is calculated for the operation upon saving. It is calculated first when a cost set is applied.

If no cost set is applied at all, then the cost for an operation, new as existing, calculated simultaneously as the cost calculation is executed. The operation cost is then calculated on the base of the cost set 1 record defined for included work center and labor classes based on the cost set record valid at the required date .

Note: If the work center code for a new operation is set to outside work center and no outside operation item is entered, then it is possible to create the item and connect it to a supplier before the outside operation is saved. This supports the scenario when purchase of a new outside operation is required to be included in the estimate. When the cost for outside operation is equal to the price for the outside op item, Supplier Agreement, Price List or Single Price, it is possible to quote a new outside operation to get a price to be used in the cost calculation.

Prerequisites

This activity requires;

System Effects

As a result of this activity, the system saves and connects an operation to the selected item header.

Window

Estimate

Related Window Descriptions

Estimate/Estimate Items/Product/Operations

Procedure

  1. Search for the estimate(s) that you want to maintain.
  2. Select the top item that contains the manufactured part for which you intend to add an operation.
  3. Expand descendents and select the relevant item in the tree structure.
  4. Click first on the Product tab and then the Operations tab.
  5. Create a new record and define the applicable operation data; work center, setup labor class, labor class, crew size etc.
  6. Save.