ERP Requirement Gathering Tips 5th Installation - Estimating

1. When adding an Estimate, provide the ability to enter a Customer's Name and filter on it rather than requiring the entry of a Customer ID:

a. Provide for optional adding a Customer ID "On-The-Fly".

2. Provide the ability to Copy a Quote from:

a. Another Quote

b. A Sales Order

c. A Job's Routing & Bill of Material

d. A Part's Routing & Bill or Material

3. Provide a Copied From set of data fields:

a. Copied from Code (Quote, Sales Order, Job, Part)

b. From (Quote, Order or Job) number

c. From Part #

d. Copy Date & Time

4. Provide Bill of Material & Routing screens/forms to create Estimate Bill of Material and Routing from scratch.

5. The screens/forms for estimating (Header & Line Item) would be virtually identical to those of Sales Orders to allow easy copying from and to one another. a. Purchase Orders and Jobs/Work Orders Cross-Referenced by Sales Orders which are Copied from should NOT be carried into a Quote.

b. Provide the CTP (Capable To Promise), once the Quote Line Item has a Routing and Bill of Material

c. CTP takes into account NOT ONLY the Materials required to make an Estimate Line's quantity (allowing for purchasing if needed), but the available Capacity to manufacture the Part and any of its Components; thereby, providing a realistic Promise Date

6. Provide for a Pricing Spreadsheet function within the Quote Line Item screen/form to accommodate Price and Cost "what if", based on Lot Size increase/decrease, once the Quote Line Item has a Routing and Bill of Material.

a. Allow Mark-Up by differing % on Labor, Material, Overhead and Outside Service

b. Allow an "across-the-board" % Mark-Up of all costs

c. Allow a manually entered Unit Price

7. Provide for Estimates for non-Parts (without creating a new Part Master

a. The User would be prompted that the Part entered on the Estimate Line Item was not an existing Part:

1) The User would be given a choice to create a new Part "On-The-Fly" or not, in which case the Estimate's Bill of Material & Routing would be linked ONLY to the Estimate - NOT a Part #

8. Provide for the Print Estimate program to prompt the User to:

a. E-mail the Estimate, if the Customer has an e-mail address.

b. Fax the Estimate, if the Customer has a Fax number.

c. Print the Estimate by default.

9. Allow a Purchasing RFQ (Request For Quote)to be linked to a Estimate Line

a. At times, it is necessary to obtain quotes for purchased materials, in order, to provide a Customer with an accurate Estimate Price.