Add Product Item
Explanation
To create and add a top item to an estimate, click Add Item
in the Top Items section of the estimate. The top item may consist of a
tree structure of items. To add items to the structure of a top item or any
of its sub-items, use the
Components tab of the item.
All product items, new or existing
- The assistant will let you select item type, required date and
responsible person.
- The quantity for top items are version specific. This gives the
option to handle quantity breaks by creating different versions with
different quantities for the same top item.
- You may also add cost contingencies to the item.
For product items, there will be more options depending on if it is a new
or existing product, and if the part type is purchased or manufactured.
New product items
- If the part type is
Purchased or
Purchased (raw), it is optional to save the
record with a supplier. If it is saved with a supplier, it is expected
that a supplier price should be defined. If not, a direct material
cost/unit should be entered.-
Note: If part
type Purchased is selected and the record is created via the product
header, then the Estimate Structure setting is automatically set to
Enabled. This means that a purchase structure can be established by adding parts
either by creating new item header or by adding records in the
Components
tab.
Existing product items
For existing product items, you may also:
- Select structure revision and alternate (for part type
Purchased or Manufactured)
- Select routing revision and alternate (for part type
Manufactured)
- Change scrap factor
Prerequisites
This activity requires that;
- An item type exists which is connected to the reference item type
Product.
- An estimate must exist which isn’t Closed,
Cancelled or Completed.
System Effects
A product item is added to the tree structure of an estimate.