Estimating

evoerp
Fri, 19 Sep 2025 15:09:26 +0000
Manufacturing

Overview

The Estimating module allows for Estimates to be entered for inventory items without adding them to the Production Inventory database. It also allows for multiple Bills of Materials and Routings for the same item, so you can do cost rollups on different configurations of the same thing. These Bills of Materials and Routings are also isolated from the production environment.

Setup and Processing

Before you can enter any estimates, you need to copy the production inventory to the Estimating database as a starting point. This is done using ES-K Convert Production Inventory to Estimating. If you use standard costs for estimating, it is recommended that you run this periodically to make sure the Estimating database has current standard costs.

Creating an estimate is similar to entering a Sales Order so that an Estimate can be for multiple items. The difference is when you tab through the Item number a new screen opens for the entry of the estimate costs, BOM and Routing. This is the same screen that ES-D Quick Estimate loads so once an estimate is created, ES-D can be used to quickly enter the components of cost as they are determined.

Once the BOM is created, RFQs can optionally be generated for the purchased items on the BOM and once vendor pricing has been submitted, the specific cost to be used for the Estimate can be assigned. If no Estimate specific RFQ is assigned, the cost rollup will use the Estimating material costs entered in ES-H Enter Material Costs and if nothing has been entered there either, Item Standard Cost will be used.

Once the costs and margins have been rolled up and selling price determined, ES-B Print Customer Quote is used to print the Quote to send to the customer. ES-C Print Internal Estimate Sheet can be used to print an internal file copy. When the Customer PO comes in, ES-E Convert Estimates is used to convert to a sales order and, optionally work orders. If any items in the estimate are new, they will be added to the production inventory database. If the Estimate is converted to a Work Order, and it contains existing production items, the Estimate BOM & Routing will be used for the work order, not the production standard. ES-E can also be used to simply convert an estimating item with its BOM and Routing to a production item without generating a Sales or Work Order.