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Relevant Estimating provides the ability to establish cost and price estimates in a separate working area. You can copy and manipulate any combination of existing and proposed items, bills, routings, and special charges to establish the estimate. You may also apply factors to individual material, labor, overhead, and subcontract cost elements to reflect inflation and pricing markups. Finally, you can convert approved estimates to quotes, sales orders, and production bills and routings, automatically creating the records required for the MRP system.
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Functions |
- Generate Estimates for New or Existing Products
- Customize Estimates for Customers or Prospects
- Convert Estimates to Quotes and Orders
- Convert Prospects to Customers
- Extract Data in Reports and Queries
- Create and Use Cost Detail from Vendor RFQs for the Estimate
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Estimated Cost and Prices |
- Copy/Modify Production Items, Bills and Routings
- Prototype Items, Bills and Routings
- Copy Old Estimates
- Special Charges
- Multilevel Cost and Price Factors
- Multilevel Bill and Routing Rollups
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- Vendor Prices and RFQs
- Multi-item Estimates
- Quantity Price Breaks
- 35-character Cross-reference Item
- 100-character Expanded Description
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Existing BOMs |
- Validate Existing Items and Bills from Production or Design
- Copy Bills and Routings
- Modify Exising Bills and Routings
- Add New Items or Other Direct Charges to Estimate Bills
- Change Factors for Material, Labor, Overhead and Subcontract
- Price and Recalculate Estimate
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Internat Estimates |
- Add Items and Bills for Estimate Only
- Base Estimates on Other Charges Only
- Copy from One Estimate to Another
- Use Estimates for Planning and What-If Scenarios
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Customers and Prospects |
- Join Estimates to Existing Prospect or Customer Database
- Customize Estimates for Specific Customers
- Convert Estimates to Quotes
- Convert Prospects to Customers
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Converting Estimates |
- Convert Estimates to Sales Orders
- Generate Engineering Master, Bill of Material, and Routings
- Generate Supply Orders
- Generate Standard Costs
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Download the Estimating Data Sheet in PDF Format
Download all Relevant Data Sheets in PDF Format
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