Using the Estimation Worksheet

This form displays all estimate jobs that reference existing estimate order line items, and allows you to modify the costs to produce each job's items.

  1. Open the Estimation Worksheet form and specify a job.
  2. In the Cycles field, specify the number of machine cycles per job.
  3. In the Sales Discount field, specify the percentage discount to apply to this order.
  4. The Vendor Price Breaks field is enabled if the specified job uses an item with materials for which vendor price breaks were entered. Select this field to apply the price breaks to this worksheet.
  5. In the BOM Type field, ensure that the proper type is selected. The data that displays in the grid is based on this specification. If you specify:
    • Item, the grid displays job data, filtered by the job number and suffix.
    • Job, the grid displays job data, filtered only by the job.
    • Co-product, the grid displays data from the Co-product Job Orders form.
  6. In the Price Basis field, which displays only when the BOM Type is Co-product, specify one of the following:
    • Extended Cost/Unit + Percentage: Original extended cost, as displayed in the Cost/Unit field, plus a percentage.
    • Extended Cost/Unit + Dollar Amount: Original extended cost, as displayed in the Cost/Unit field, plus a flat domestic currency amount.
    • Set Fixed Net Price/Unit: Fixed net price per unit, disregarding original extended cost.
    • Use Discounted Unit Price: Automatically calculates price using the unit price amount.
    • Use Group Markup: Markup is based on adding a percentage to each costing element.
  7. In the Price Basis Amount field, which displays only when the BOM Type is Co-product, specify the amount to apply to the basis formula.
  8. In the Group Markup fields, specify the percentage markup for each costing element.
  9. If you specified markup percentages, click Apply Markup to update the record with the new markup. You may also click Clear Markup to reset the percentages to zero.
  10. The Reprice field is automatically selected after a record has been modified, which is a reminder to recalculate the unit cost by clicking Reprice.
  11. If you are satisfied with the changes made to the record, click Update Job Costs to apply the costs to the job BOM.
Note: If you have made changes to sub jobs, run the Estimate Job BOM Cost Roll Up utility with the Reset Job Ref Material from Ref Est Job option selected, to ensure accurate cost calculations.
Related topics
Estimating Steps
Estimation Worksheet