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
Purchasedor 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.
- The inventory part type must be Manufactured, Purchased, Purchased
(raw) or Expense.
- 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.