Set Up Job Estimates

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Overview

Job estimating is a complete subsystem of Job Cost, consisting of Job Estimate Maintenance, Item Pricing Maintenance, Unit of Measure Conversion Maintenance, and various reports. Producing an estimate for the first time involves setup activities that are normally not performed in everyday operations. For this reason, it is recommended that you follow the steps outlined below in the order presented.

To set up job estimates

Select Job Cost Estimating menu > Unit of Measure Conversion Maintenance. Set up the U/M Conversion Table.

If the Inventory Management module is integrated with Job Cost, select Job Cost Estimating menu > Update Item Pricing from Inventory. Transfer item pricing information from the Inventory master file.

Select Job Cost Estimating menu > Item Pricing Maintenance. Add material and labor cost items to be used for estimating.

Select Job Cost Estimating menu > Job Estimate Maintenance. Enter any standard estimates to be used as "boilerplates" for other estimates, and any outstanding estimates.

Select Job Cost Estimating menu > Job Estimate Printing. Print the estimates. For more information about job estimate printing formats, see Job Estimate Formats.

Select Job Cost Estimating menu > Job Estimate Materials Report, Job Estimate by Cost Code Report, and/or Job Estimate Memo Printing. Print the necessary reports and memos.

Select Job Cost Estimating menu > Estimate Update to Jobs. Convert job estimates to new jobs.

You can modify the estimate unit, cost, and memo information updated to the new jobs in the Cost Code Detail window. For more information, see Cost Code Detail.

After you have completed the job estimating startup process, you can use this procedure as a reference for creating future estimates.