General (EST settings)

Use 'Base No. People' when costing

Select this setting if more than one person is required to perform an operation. This ensures accuracy in costing. For example, an operation taking two people 10 hours is costed at 20 hours.

If in doubt, select the option. By default, it is assumed that manufacturing operations are to be performed by one person.

Materials

To enter selling prices, mark-up% and margin for quantity breaks when you create estimates, select Cost + Markup%.

Note: If you want to use phantom assemblies (see Blow-through Phantoms), select Cost + Markup% for the Materials setting, as this will ensure that you can retrieve the component costs.

To use the customer selling prices for each stock item, select Selling Prices.

Note: You must select a customer account otherwise Cost + Markup% will be used instead.

With this option selected, you can only change the Margin (%) for Materials, although you can change the Selling Price and Mark-up (%) for all other cost types on the Totals tab within Estimate stage details.

Blow-through Phantoms

If you use phantomA BOM that is not used as as a stock component or in raising works orders. A phantom BOM is created and structured to contain groups of components, like a standard BOM. It is used in printed reports on stock structures. It can be used to collapse the sub-assemblies to reduce work in progress (WIP) and lead-time. It operates as a standard sub-assembly. However, the product code for the finished item does not appear on a higher level works order. Within Manufacturing, the components and operations of phantoms (and nested phantoms) are added to the top-level works order. These components and operations are given a sequence number of zero. In some manufacturing systems, phantom BOMs are employed instead of effectivity dates, to use up old stock before introducing replacement parts. If so, the old item is created as a phantom with the new item, the child of the old. Old stock is used up before new stock is ordered. When a phantom has zero stock, it is deleted and the new item is made part of the original BOM. Phantom BOMs are also known as non-returnable assemblies and blow-throughs. BOMs:

Select this to take costs and selling price from components attached to blow-through phantom BOMs. In this case, we recommend that you also select Cost + Markup% for the Materials setting.
Leave the check box clear if you do not need to include costs from components attached to blow-through phantom BOMs.

Stage Reference and Description

Enter a stage reference and description to add a stage, by default, to the estimate.

Rapid Estimate Entry

Estimates must have at least one stage. You can create estimates with a full range of stagesEstimating jobs involves breaking the jobs down into stages for accumulation and analysis of job costs. Each job must have at least one stage. or use the rapid option. If you use the rapid option, enter a default Stage Reference and Stage Description here. This stage is used automatically during rapid entry.

Use Estimate Number as Works Order Number

Select this to use the estimate number for the works orderThe authority to produce a part using the components specified on a BOM and the process specified on the routing. if you convert the estimate to a works order.

Create Sales Order

Select this to create a sales order in Sales Order Processing when you put an estimate into production.

Estimates can be changed after creation of Works Order

Select this option if you want to change estimates after they have gone into production or been converted to works orders.

Note: You cannot change stages that have already been released. However, you can add stages or items to the estimate.

To restrict the ability to make changes, click Security and set a password.

By default, the password is blank.

Built Item Costing Source

There are different methods of cost retrieval that you can choose for built items. Select the method of cost price retrieval for built items:

Use Average Cost	Select this if you want to use the stock item average cost price.
Use last calculated cost	Select to use costs from the latest BOM costing. Note: If the BOM has never been costed, the cost applied will be zero.
Use most recent cost for Actual Cost items	If the item's costing method is Actual, select this to use the most recent cost from the stock transaction history. Note: If the item's costing method is not Actual, the average cost price is used instead.
Calculate Cost	Select this to recalculate the latest cost of the BOM, taking the unit cost including overheads. These costs are not written back to the BOM record. You may be prompted to enter costs if the stock level is zero or the stock item has zero costs, or if you have multiple subcontract suppliers, depending on your BOM settings. If you select Cancel at these prompts, zero cost will be applied. Note: If a subassembly has zero cost, you are only prompted once to enter a cost for this subassembly. This cost is assumed for other BOMs using the same subassembly, unless you close and reopen the costing form when you will be prompted for the cost again.