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Stage templates

(Estimating)

To enter or amend stage templates

Open: Manufacturing System Manager > Stage Templates > Records > Enter New Record.

Open: Manufacturing System Manager > Stage Templates > Records > Amend Record.

1. Enter a reference and description or select an existing Reference from the drop-down list and the template Description is displayed automatically.
2. If you want the stage to be added automatically to new full estimatesForecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches. or multi-item estimates, select Automatically add to Estimates.

The stage will have a status of Entered and the stage Due Date will be that of the Estimate header.

Note:
The stage will not be added automatically to estimates if you are creating estimates in the following ways:
• Converting a BOMA stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. to an estimate by choosing Estimating > Records > Enter New Estimate - Full and selecting a product code which is an existing BOM.
• Estimating > Records > Enter New Estimate - Rapid.
• Works Orders > Processing > Create Estimate from One-Off.
3. Enter or amend stock items.

   Note: Stock items are those which have a product record set up in the Stock Control module.

   StockCode	Enter or select the product code for the required component. The code must already exist in the Stock Control module. Stock items that have a BOM set up for them (manufactured items) are highlighted in blue by default. You can change this default colour, using the Highlight Colours option.
   Description	The description appears by default.
   Quantity	Enter the number of items required. Note: If you enter a quantity which does not match the unit of saleHow the stock item is sold. For example, per keg, per metre or per box., the quantity is automatically adjusted to the nearest appropriate value.
   Cost Price	Manufacturing defaults to the average price (if the stock item product group costing method is Actual, FIFO or Average cost) or to the standard price (if the stock item product group costing method is Standard). This may not be the price you want to include in your estimate. You can overwrite it, if required. Note: If you overwrite the price and recost the estimate, the price reverts to the latest cost for the stock item, depending on the costing method specified on the stock item product group.
   Total	Manufacturing calculates and displays the total cost.
   Unit of Sale	The unit of sale (used by Manufacturing as a unit of purchase) is displayed. If required, select an alternative unit of sale. Note: If you amend the cost price, you must make sure the amended price relates to the units displayed.
   Supplier A/C	Enter a supplier's account reference, if required.
   Supplier Ref	If you have a supplier reference, enter this.
   Lead Time	This is the purchase lead timeThe number of working days elapsing between placing an order for an item and taking delivery. that should be used to offset the start date. It can also be applied to manufactured items. If you define a supplier and lead time against a manufactured item (an item with a BOM defined), the planning module will produce a buy recommendation rather than a make recommendation.

   Note: When you process estimates, using this template, sub-assemblyWhen raw materials or components make a part of a finished product. The sub-assembly may be combined with other components or with other sub-assemblies in the manufacture of finished goods. requirements are automatically added by the MRPMaterials Requirements Planning (MRP). MRP recommends purchase orders, transfers and work orders to balance supply and demand. (Materials Requirements Planning) module.

   To speed up the entry of lines in the Stock Items tab, try these shortcuts:

   F8 - delete an item from the estimate.

   F7 - insert a line into the estimate.

   F6 - copy the contents of the above cell.

   As you enter items, the total cost accumulates in the Total box.

4. Enter or amend non-stock items.

   Note: Any non-stock itemsItems which do not have a product record set up in Stock Control. Such items are usually bought for a specific job. are bought in especially for manufacturing and do not have a product record set up in the Stock Control module.

   Description	Enter a description of the non-stock item.
   Quantity	Enter a quantity required for this template.
   Cost Price	Enter the estimated cost price.
   Total	Manufacturing calculates the total cost by multiplying the quantity entered, by the price. Note: You can use the Tab key to move out of the Total field to ensure that the total figure is calculated.
   Unit of Sale	Enter the units that this price relates to for future reference, if required.
   Supplier A/C	Enter a supplier's account reference, if required.
   Supplier Ref	If you have a supplier reference, then enter this.
   Lead Time	This is the purchase lead time that should be used to offset the start date.

   As you enter items, the total cost accumulates in the Total box.

5. Enter or amend operations.

   Note: Manufacturing operations can come from the Operations Register.

   1. To use operationsThe labour, machine and tool processes required to manufacture an item. defined in the Operations Register, click in the Reference box to display the Select Operation list.

      • Select the operation.

        The operation details are entered against the estimate. You can amend these as required.

   2. If you are not using operations defined in the Operations Register, enter operations header information.

      Reference	Enter the operation reference.
      Description	Enter the operation description.

   3. To amend operation details, click in the Description box.

      Entering operation details here is almost the same as entering operation details in the Operations Register.

      On the Options tab, confirm the No. of pieces per finished item required by default for the stage. This is the number of individual items required to make each finished item.

      Note: As you enter operation details, the total costs by category appear on the Resource Details.

      In relation to entering subcontract operation details from Estimating, on the Components tab, associate componentsRaw materials used to manufacture finished goods. from the estimate with the operation. When you create a works order from the estimate, the components are copied to the works order for printing on subcontract operationsWork tasks that are subcontracted to external organisations or to other internal departments within the organisation. advice notesA note to a purchaser advising on the intended purchase..

      • When you complete all the operation details, click OK to save your entry. You are returned to the Stage Details window.
      • Continue to enter operations.
6. Enter or amend other expenses.

   Note: You can use this window to enter details of postings for non-stock and other expenses that are not covered by the other cost categories. Select from a list of Other Expenses already set up.

   Reference	Click in the Reference box and the down arrow appears. Click this and select the required expense Reference. The Description appears automatically.
   Quantity	Enter the quantity of this expense item.
   Cost Price	The default expected price appears in the Cost Price box. You can change this, if required.
   Total	When you enter a Quantity (and amend the Cost Price), the total updates.

   As you enter each item, the total cost accumulates in the Total box.

7. Enter or amend totals.

   The results of the stage are analysed under eight cost types.

   Note: Default mark-up percentages entered on the The Mark-up defaults (%) tab in Estimate Settings are applied.

   The Margin % is calculated by taking the profit as a percentage of the selling price.

   • Amend the Mark Up % and/or Selling Price of any cost type, if required. When you make an amendment, affected values are automatically recalculated.

   You can manipulate these values until they meet your own criteria, e.g. minimum mark-up or margin percentages.

   Note: To revert to default mark-up, click Revert to Default Markup. The values are recalculated to the figures shown before you amended them.

   You can return to previous entries you made under each cost type by clicking the appropriate tab. Amendments, deletions or additional entries are automatically reflected in the Totals tab when you return to it.

   The Overhead Recovery Amount box shows the total overheadsIn accounts modules, these are business expenses, such as rent, that are not attributable directly to any department or product and can therefore be assigned only arbitrarily. In manufacturing modules, these are manufacturing or production expenses other than direct labour or materials. recovered against the stage, based upon Overhead Recovery Settings.

8. Enter or amend notes or memos.

   1. Click the Memo tab.
   2. Enter an unlimited amount of text.

   Note: When text is entered, the tab header displays in capital letters. This indicates that text has been entered.

9. To save the template details, click Save.

To delete stage templates

Open: Manufacturing System Manager > Stage Templates > Records > Amend Record.

1. Select the Reference of each template.

   Note: Click Select All to select all references at once.

2. Click Delete.

3. Click Yes at the prompt to confirm that you want to delete the templates.

   The templates are deleted.

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