Managing quote workings

This activity enables you to record estimates, compute prices and arrive at a Fixed Price based on the specific role of the login user. Option Setting “Allow Estimations & Quote Working by the same User” for a Bid Contract in the Set Sales Process Parameters under Customer business component can be used to control the usage of this activity. Tell me more.

Based on the role of the login user, whether Planner, that is the personnel who estimates and the Commercial Representative that is the personnel who performs the price and quote workings can manage this screen.

After confirmation of the estimations by the Planner, the system queues the Quote Workings document for the commercial representative for further processing.

Note: They system considers the login user as the commercial Rep if the parameter “Allow Estimations & Quote Working by the same User” in the Set Sales Process Parameters under Customer business component is set as ‘No’.

Select the hyperlinked Quoting Workings document number in the ‘Contract Details’ tab page in the ‘Manage Customer Contract’ activity under the ‘Sale Contract’ business component. The “Manage Estimates and Quote Workings” page appears.

The system displays the following field:

Quote Working Document #

Indicates the associated quote working document number.

Enter the following fields in the “Search Criteria” group box:

Revision #

Use the drop-down list box to select the latest revision of the Quote Working Document #. The system lists all the revisions of the Quote Working Document.

By default the system displays the latest revision of corresponding quote working document.

The system displays the following field:

Date

Indicates the current system date in which the Quote Working document is created.

Status

Indicates the status of the Quote Working Document, which could be Draft, Fresh, Confirmed, Cancelled, or Revised'.

Click the hyperlinked edit icon to make any modifications to the quote workings. The Edit Quote Working Document popup appears.

Customer #	Indicates the customer as in the reference document.
Object/WS	Indicates the 'Object' and 'Workscope' combination in Bid contract for which quote working document is created. If there are more than one combination, field displays the value with first Object-Workscope combination + ‘n’ more.
Currency	Indicates the currency of the reference document.

The system displays the following fields in the ‘Additional Details’ group box:

Ref. Doc. Type	Indicates the type of the reference document which is ‘Bid Contract’.
Ref. Doc. #	The number identifying the respective bid contract.
Working for	Indicates the 'Object' and 'Workscope' combination in Bid contract for which quote working document is created. If there are more than one combination, field displays the value with first Object-Workscope combination + ‘n’ more.
Estimation Status	The estimation status at document level which could be any of the following: Not Initiated: Indicates that, against ‘Object-Workscope-Pricing Model’ combination in Quote Working document, estimation action is not initiated for atleast one combination. Pending: Indicates that, against ‘Object-Workscope-Pricing Model’ combination in Quote Working document, estimation action is initiated for all combination but estimation is not yet completed. Pending Confirmation: Indicates that against ‘Object-Workscope-Pricing Model’ combination in Quote Working document, estimation is completed for all combinations but not yet confirmed. Confirmed: Indicates that against ‘Object-Workscope-Pricing Model’ combination in Quote Working document, estimation is confirmed for all combinations. Partially Confirmed: Indicates that against ‘Object-Workscope-Pricing Model’ combination in Quote Working document, estimation is confirmed only for some combinations but not yet confirmed for other combination. Pending Re-Estimate: Indicates that against ‘Object-Workscope-Pricing Model’ combination in Quote Working document, estimation is initiated for re-estimated for any one of combination and re-estimate is not yet completed. Revised: Indicates that particular revision of quote working document got revised. .
Cust. Req. #	The corresponding 'Bid Request #' for which the Bid Contract is created.
Purpose/User Status	Indicates the Purpose / User Status as in the Quote Working Document.
Category	Indicates the category to which the Quote Working document belongs.
Doc. Desc.	Indicates the textual description of the document as given in the ‘Create Quote Working Document’ screen.
Est. Notes	The estimation notes for the Quote Working Document.
Qt. Working Notes	The quote working notes for the Quote Working Document.
Rev. Remarks	The latest revision comments for Quote Working document. Mandatory if document gets revised. The system leaves this field blank if the Quote Working Document does not have any revisions.
Canc. Remarks	The cancellation comments for Quote Working Document which is in cancelled status. The system leaves this field blank if the Quote Working Document is not in cancelled status.

Toggle and Tile section

The system displays the Toggle and Tile section only if the Assessment tab is completed for the given quote working document. The data count on the tiles represents the line count which are queued up for estimation.

Navigation to the Working multiline can be done by selecting a specific Tile and then select the required tasks that is listed in the Tree after which on clicking the “Move to Working” pushbutton the system moves the selected tasks to the ‘Workscope’ multiline.

Note that the system does not display the Toggle and Tile sections if the Quote Working Document is in ‘Draft’ status. The system displays all the three tabs Assessment/Working/Summary' if the status of the 'Quote Working Document' is other than Draft Status

Select the icon to view the Alert Toggle button.
Select the icon to view the Exception / Status Toggle button.

Note that if the user is of both Planner and Commercial Role, the system retrieves all the Tiles.

Note that on click of a Tile, the system retrieves the details of all the detailed tasks uploaded against the particular document in the Tree Section.

Alert toggle button

Select the Alert toggle button to to view and manage immediate actions to be performed. The system displays the tiles as follows:

#	Icon	Status	System Retrieves
1		Est. Qty < Actual Qty	Retrieves all the detailed operational tasks for which Est. Qty is lesser than Actual Qty in either “Materials/Resources” multiline.
2		Est. Qty < Req. Qty	Retrieves all the detailed operational tasks for which Est. Qty is lesser than Reqd. Qty in either “Materials/Resources” multiline.
3		NRs-Not Estimated	Retrieves all the detailed operational tasks for which Non-routines are not estimated either at task level or at “Materials/Resources” level.
4		Tasks - Not Estimated	Retrieves all the detailed operational tasks for which either Materials (or) Resources estimation is required but not yet defined/estimated.
5		Cost not defined	Retrieves all the detailed operational tasks for which cost is not updated at “Materials/Resources/Task” level.
6		Task Price < Cost	Retrieves all the detailed operational tasks for which 'Adj. Computed Price - Inclusions' is less than 'Adj. Total Cost - Inclusions' (or) ‘Computed Price - Inclusions' is less than 'Total Cost' against a task line in Workscope Section.
7		Part Price < Cost	Retrieves all the detailed operational tasks for which 'Adj. Computed Price - Inclusions' is less than 'Adj. Total Cost - Inclusions' (or) ‘Computed Price - Inclusions' is less than 'Total Cost' against a task line in Materials Section.
8		Resource Price < Cost	Retrieves all the detailed operational tasks for which 'Adj. Computed Price - Inclusions' is less than 'Adj. Total Cost - Inclusions' (or) ‘Computed Price - Inclusions' is less than 'Total Cost' against a task line in Resources Section.

Exception/Status toggle button

Select the Status toggle button to to view and manage actions to be performed.

The system displays the “Status” toggle button by default. The system displays the tiles as follows:

#	Icon	Status	System Retrieves
1		Pending Workscope	Retrieves all the Workscope tasks for which 'Detailed operational level tasks are not yet uploaded for the Object-Workscope (or) Object-Workscope-Pricing Model combination'.
2		Pending Conf.	Retrieves all the Workscope tasks for which 'Detailed operational level tasks have been either estimated or updated as not required for Object-Workscope (or) Object-Workscope-Pricing Model combination'.
3		Pending Re-estimate	Retrieves all the Workscope tasks for which 'Re-estimate’ action is initiated' for Object-Workscope (or) Object-Workscope-Pricing Model combination'.
4		All Tasks	Retrieves all the detailed operational tasks that are uploaded against the quote working document.
5		All Pending Estimates	Retrieves all the detailed operational tasks for which either Materials or Resources estimation is required but not yet defined or estimated.
6		Pending Est. - Mat	Retrieves all the detailed operational tasks for which Materials estimation is required but not yet defined / estimated.
7		Pending Est. - Res	Retrieves all the detailed operational tasks for which Resource estimation is required but not yet defined / estimated.
8		Pending Est. – NRs	Retrieves all the detailed operational tasks for which Non-routines are not estimated either at task level or at Materials / Resources level.
9		Tasks not Priced	Retrieves all the detailed operational tasks for which tasks are not yet priced but cost is defined.
10		Parts not Priced	Retrieves all the detailed operational tasks for which parts are not yet priced but part cost is defined.
11		Resources not Priced	Retrieves all the detailed operational tasks for which Resources are not yet priced but resource cost is defined.

Select the “Assessment” tab to initiate an estimation action against the Object-Workscope (or) Object-Workscope-Pricing Model combination.
Select the “Working” tab add details of operational tasks for the given Workscope tasks and work on cost and price for those tasks.
Select the “Summary” tab to review the cost/price workings against each combination.

Note: The system displays only the “Working” tab for Planner role login logging from the "Record Work Estimates" activity under the "Work Monitoring & Control" business component.

The system displays the following fields in the ‘Record Statistics’ group box:

Created by	The login ID of the user who created the quote working document.
Created Date	The date on which the quote working document is created.
Last Modified by	The login ID of the user who has last modified the quote working document.
Last Modified Date	The date on which the quote working document was last modified.
Confirmed by	The login user who confirmed the quote working document.
Confirmed Date	The date on which the quote working document was confirmed.

Assessment tab

This tab enables the commercial representative to assess the Quote Working document. Many pricing models as per the requirement can be added for the given Object-Workscope combination.

Note: This tab is displayed only if the login user is a commercial representative that is personnel who works on the price and quotes.

The commercial role initiates an estimation action against the Object-Workscope which are defaulted from the Sale Contract. The system allows the user to add multiple pricing model against an ‘Object-Workscope’ combination to differentiate the estimates / pricing level and give an option to customer to choose the pricing.

Header Section

Enter the following fields:

Object

Use the drop-down list box to specify the object against which estimation action is to be initiated. The system lists all the object references given in reference document (Bid Contract) against which the Quote working document is created, along with the value 'All'.

By default the system displays 'All' in this field.

Workscope

Use the drop-down list box to specify the workscope against which estimation action is to be initiated. The system lists all the workscope given for the value selected in 'Object' combo in the reference document against which the Quote working document is created, along with value 'All'.

By default the system displays 'All' in this field.

Pricing Model

Use the drop-down list box to specify the pricing model to be added against the Object-Workscope. The system lists all the pricing models for the “Object - Workscope' combination as selected in the Object and Workscope combo, along with the value 'All'.

Click the “Get” pushbutton to view details of the 'Object-Workscope-Pricing Model' combination selected in the Tree Grid Multiline.

Tree Grid Multiline section

The system displays the following fields:

Est.

Indicates color coded values representing the status of the estimates.

The system leaves this field blank if the estimates are not initiated.

- Indicates the estimation is initiated for the combination but not yet complete
- Indicates the estimation for the combination is completed and confirmed.

Qt.

Indicates color coded values representing the status of the quote.

The system leaves this field blank if the estimations are not yet confirmed.

- Indicates the estimation is confirmed for the combination but price is not yet defined
- Indicates the price working is completed and confirmed against the combination.

Enter the following fields:

Object-WS-Pricing Model	Tree Grid displaying the corresponding Object-Workscope-Pricing Model Combination.
Est. Action	Use the drop-down list box to select the estimation action, which could be any of the following: Mandatory Estimate Re-estimate
Est. For	Use the drop-down list box to specify the object for which estimation to be done. Mandatory. The system lists the following options: Both Materials Resources
Est. Remarks	Any comments pertaining to the estimation.
Est. By	Use the drop-down list box to specify the personnel who has to perform the estimation. (Mandatory) You can select from the below options: Others Self
Emp. Code	The code identifyig the employee. Search facility available.

Est. Level

Use the drop-down list box to select the level at which estimation is done. (Mandatory).

Pricing Model
Work scope

The system displays the following fields:

Obj. Eff. Code	Indicates the respective Part/Aircraft Effectivity code from bid contract at the parent node for the given record.
WS Code	Indicates the respective Work Scope code from bid contract at the child nodes for the given record.
Approval Status	Indicates the Customer Approval status of the object-work scope combination against the Bid Proposal for the Fixed price quoted.

Button Section

Select the “Add Pricing Model” button to add pricing model details. The system launches the “Add Pricing Model” popup.

Note that you can add pricing model details only for those records which are not yet estimated.

The system displays the color code for the estimation as follows:

	Estimate Completed
	Estimate Pending
	Quotation Completed
	Quotation Pending

Enter the following field:

Rev. Remarks

Any note pertaining to the revision of the estimation.

Select the “Save” button.

Note: Ensure that at least one multiline from the Tree Grid is selected.

Note that the system allows saving of details only for those quote working documents that are in other than “Revised or Cancelled” status.

The system performs the following:

Generates a new Quote Working Document in “Fresh” status when all the Object-Workscope (or) Object-Workscope-Pricing Model combination are dispositioned for estimation.Ø

Select the “Cancel” button.

The system performs the following:

Launches a popup to cancel the record with Cancellation Remarks.

Note: Does not allow the user to cancel the previous revision of the Quote Working Document or Quote Working Document that is in “Confirmed” status.

Working tab page

In this tab you can add operational task details for a given Workscope task and independently work on cost and price for those tasks.

Tree Section – In this section you can view details of the status of each of the tasks.

Record Workings Section – In this section you can add details of operational tasks against ‘Object-Workscope-Pricing Model’ combination and enter values of cost and price against the task added.

Note that the system displays details in this tab based on the login user role as given below:

· Planner: The system retrieves all the Object-Workscope combinations for which assessments are completed against Quote Working document.

· Commercials: The system retrieves the Object-Workscope combinations for which the estimates are confirmed.

Tree Section

This section enables you to select a specific task from the tree and move that particular task details to the ‘Working’ multiline for further proceedings.

Note: The status of the Tree Grid is based on the Planner/ Commercials Role. For Planner Role, the Tree Grid task status shows estimations and for Commercial Role, it shows status of Quotations.

Tree Grid

Objects - Workscope Section

Click the “Refresh” to retrieve any newly added tasks against an Object-Workscope combination and to update the color coding of the status of tasks.

The system displays the Tree Grid as follows:

Tree Structure:

> Object 1

> Work scope (or) Work scope-Pricing Model Combination

> Operational Task 1

> Operational Task 2

> Status: The grid displays status of the Task of an object in Quote Working document, which could be any of the following:.

Pending: Indicates that all the tasks which are uploaded against the object work scope but not yet saved against the quote workings document.
In-progress: Indicates that all the tasks which are saved against the quote workings document and Estimations/Quotations are being done or yet to be done (till confirm estimations)
Completed: Indicates that all Tasks under the Object- Work Scope- Pricing Model combination which are in confirmed estimates/quote workings confirmed status. It also includes all the tasks for which estimation is set as Not Required under this node

Click the “Move to Working” pushbutton to transfer the selected operational’ tasks to the Record Workings’ multiline.

Note: Ensure that at least one record is selected in the Tree Grid

Note: Ensure that not more than one Object-Workscope-Pricing Model Combination is selected.

Note: Operational tasks are not selected across Object-Workscope-Pricing Model Combination is selected.

Tree Grid Color Codes

Planner Role		Commercial Role Commercial & Planner Role
Status	Color Code	Status	Color Code
Work scope not done	Black	Quote not started	Blue
Estimation not started	Blue	Quote In Progress	Orange
Estimation In Progress	Orange	Quote Completed	Green
Estimation Completed	Green

Record Workings Section

Header Section

Enter the following fields:

Object	Use the drop-down list box to the object for which record working is to be done. The system lists all the objects from Quote working Document.
Work Scope	Use the drop-down list box to Workscope for which record working is to be done. The system lists all the all the work scopes for object selected from Quote working document.
Pricing Model	Use the drop-down list box to specify the pricing model for which record workings is to be done. The system lists the corresponding pricing model for values selected in 'Object' and 'Work scope' combo Note that the system does not display this field if the role of the login user is Planner.
Status	The status of quote working document, which could be any of the following: Estimate Pending: Indicates that estimations are still pending against the object-work scope-pricing model combination selected. Estimate Completed: Indicates that estimations are confirmed against the object-work scope-pricing model combination selected (Estimation’s role). Quotation Pending: Indicates that estimations are completed, and Quotation is still pending for the object-work scope-pricing model combination selected. (Commercial’s Role) Quotation Completed: Indicates that Quote Workings is confirmed for the object-work scope-pricing model combination.

The system displays the following fields:

Est. Notes	Indicates the corresponding estimation remarks given against the Object-Workscope combination in multiline of Assessment tab.
Est. For	Indicates the corresponding Est. for given against the Object-Worksscope combination in Assessment tab
Quote Remarks	Any remarks against Object-WS-Pricing model combination specified by the planner/commercial role.

Click the “Get” pushbutton to retrieve all the operational tasks in Work Scope multiline for 'Object - WS - Pricing model' (or) 'Object - WS - Estimation Model' specified in the header combo..

Button Bar Section

Select the “Workscope” button bar to add task level details indicating the tasks to be performed based on the login user role.
Select the “Materials button bar to add estimation details of the materials required to perform the tasks added in the ‘Workscope’ button bar.
Select the “Resources button bar to add estimation details of the resources required for the tasks added in the Workscope button bar.
Select the “Charges" button bar to add estimation of other charges, for example Travel expenses that does not come under the Material or Resource category.

Work scope Section

Enter the following fields in the “Search Criteria” section:

Search By	Use the drop-down list box to specify the basis on which you wish to search and retrieve details in the multiline. The system lists the following options: · Task # · Total Cost greater Than · Total Cost lesser than By default the system leaves this field blank.
	In the editable field alongside, specify the value corresponding to the “Search by” selected.
Addl. Search	Use the drop-down list box to select the additional search criteria based on which you wish to retrieve details in the multiline. The system lists the following options for Planner role:: · Est. Status · Est. History · NRs Not Estimated · Req. Not Avbl. Note that the system displays the option NRs Not Estimated alone in this field if the login user role is Commercials. By default the system leaves this field blank.
	In the adjacent combo control use the drop-down list box to select a value corresponding to the item selected in the ‘Addl. Search’ field. The system lists options as follows for Planner Role: If 'Est. Status' is selected in 'Addl. Search': Completed Pending If 'Est. History' is selected in 'Addl. Search': Estimation ID which are auto-generated'. If 'NRs not estimated' and 'Req. Not Avbl.' is selected in 'Addl. Search Blank. Note that the system leaves this field blank if the role of the login user is commercials.
Exceptions	Use the drop-down list box to specify the exceptions in cost/price computation against the task details. The system lists the following options: · Price < Cost · Not Priced Tasks Note that the system displays this field only if the login user is of Commercial role. By default the system leaves this field blank.

Click the “Filter” pushbutton to retrieve details against the Object-Workscope-Pricing Model based on the filter criteria
Enter the following fields in the “Pricelist Info” section:

Note: The system displays the Pricelist Info section only for the Commercial role login user.

Part Pricelist

The number identifying the part pricelist. Data entry in this field is Mandatory if the ‘Part Pricelist’ 'Standard Cost' / 'Standard Purchase Pricelist specified as the Cost From.

Ensure that the value entered in this field is a valid 'Part Pricelist' of type 'Ref. Catalogue' or 'OEM Pricelist' and is not a regular pricelist.

Help facility available.

Service Pricelist

The number identifying the service pricelist.

Help facility available.

The system displays the following fields in the “Task Details” multiline:

ES	Color coded icon based on the status of the estimation of the task.
QS	Color coded icon based on the status of the quote of the task.

In the Price Excp. group, the system displays the following:

The estimation status for materials. The system displays the following icon:

- Indicates that estimates are completed for materials and price working is not completed for the task line in Materials section
- Indicates that both price and estimates are done against the task line in Materials section

By default the system leaves this field blank.

The estimation status for materials. The system displays the following:

- Indicates that the estimates are completed for Resources and price working is not completed for the task line in Resources section
- Indicates that both price and estimates are done against the task line in Resources section.

By default the system leaves this field blank.

The estimation status for charges. The system displays the following:

- Indicates that the estimates are completed for Charges and price working is not completed for the task line in Charges section.
- Indicates that both price and estimates are done against the task line in Charges section.

By default the system leaves this field blank.

Enter the following fields:

Task #

The number identifying the task.. Mandatory.

Help facility available.

Task Seq. #

The sequence number of the added tasks.

The system displays the following fields:

Task Desc.

A brief textual description of the task.

The system displays the following fields in the “Req. Avbl?” group:

Indicates whether the materials is set as required/not required in the task master. The system displays as follows:

- Indicates that the materials is set as “Required” in the Task master for the task defined in the multiline.
– Indicates that the materials is set as “Not required” in the Task master for the task defined in the multiline.

Indicates whether the resources is set as Required/Not required in the task master. The system displays as follows:

- Indicates that the resources is set as “Required” in the Task master for the task defined in the multiline.
- Indicates that the resources is set as “Not required” in the Task master for the task defined in the multiline.

The system displays the following fields in the “Defined?” group:

Indicates whether the materials is set as required in the task master and defined in material multiline. The system displays as follows:

- Indicates that materials is set as required / not required in task master against the task line and defined in Materials multiline.
- Indicates that materials is set as required in task master against the task line and not defined in Materials multiline.
- Indicates that materials is set as not required in task master against the task line and not defined in Materials multiline.

Indicates whether the resources is set as required in the task master and defined in resource multiline. The system displays as follows:

- Indicates that resources is set as required / not required in task master against the task line and defined in resources multiline.
- Indicates that resources is set as required in task master against the task line and not defined in Resources multiline.
- Indicates that resources is set as not required in task master against the task line and not defined in Resources multiline.

Indicates whether the charges are defined in the Charges multiline. The system displays as follows:

- Indicates that charges is defined in charges multiline.

The system leaves this field blank if Charges are not defined against a task and defined in the Charges tab.

The system displays the following fields in the “Non-Rtn Defined?” group:

- Indicates that non-routines are defined against the task line in Materials tab. The system leaves this field blank if non-routines are not defined for a task in the Materials tab.

- Indicates that non-routines are defined against the task line in Resources tab

The system leaves this field blank if non-routines are not defined for a task in the Resources.

The system displays the following fields in the “Total Cost” group:

Mat.	Displays the value with entire material cost against the task line by adding column 'Total - Total Cost' in Materials Multiline
Res.	Displays the value with entire resource cost against the task line by adding column 'Total - Total Cost' in Resources multiline
Charges	Displays the value with entire charges cost against the task line by adding column 'Amount' in Charges multiline

Enter the following fields:

Task Lvl. NRs

Any Non-routine tasks against the tasks can be defined against this field.

Ensure that the value entered in this field is a positive integer greater than zero.

The system displays the following fields:

Total

Indicates the sum of 'Materials, Resources, Charges and Task lvl. Non Rtns' column in this column grouping in Work scope multiline.

Enter the following fields:

Est. Remarks

Any notes pertaining to the estimation.

Exclude?

Use the drop-down list box to specify any exclusions against the task line. The system lists the following options:

· Regular

· Non-Routines

· Both

Enter the following fields in the Markup – Task Lvl NRs group:

Mark-up %

Any markup that needs to be added against cost of Task Level NR can be specified as percentage.

Ensure that the value entered in this field ranges from 0 to 100.

Value

Mark up Value that should be added against Task Level NR cost can be specified.

The system displays the following fields in the “Computed Price Inclusion” group:

The system displays the following fields with below logic if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as “No" (or) "Adjust Task Probability Rates'

Mat.	Sum of the 'Total – Extd. Price Inclusions' column in Materials Multiline.
Res.	Sum of the 'Total - Extd. Price Inclusions' column in Resources Multiline.
Charges	Sum of the 'Total Value' column in Charges Multiline.
Task Lvl. NRs	Addition of 'Mark-up Value' in the 'Mark-up Task Lvl NRs' column group with 'Task Lvl. Non-Rtn.' in 'Total Cost' column group in ‘Work Scope’ Multiline.
Total	Sum of 'Materials, Resources, Charges and Task lvl. NRs' column in this column group.

The system displays the following fields with below logic if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as “Adjust for Part probability rate" (or) " Adjust both Task & Part Probability Rates”

Mat.	Sum of the 'Total – Adj. Price Inclusions' column in Materials Multiline.
Res.	Sum of the 'Total - Extd. Price Inclusions' column in Resources Multiline.
Charges	Sum of the 'Total Value' column in Charges Multiline.
Task Lvl. NRs	Addition of 'Mark-up Value' in the 'Mark-up Task Lvl NRs' column group with 'Task Lvl. Non-Rtn.' in 'Total Cost' column group in ‘Work Scope’ Multiline.
Total	Sum of 'Materials, Resources, Charges and Task Lvl. NRs' column in this column group.

The system displays the following fields in the “Total Cost - Inclusion group” group:

The system displays the following with below logic, if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as 'Adjust for Part Probability Rate" (or) "Adjust both Task & Part Probability Rates'

Mat.	Sum of the 'Total - Adj. Total Cost Inclusions' column in Materials Multiline
Res.	Sum of 'Total - Total Cost Inclusions' column in Resources Multiline.
Charges	Sum of 'Amount ' column in Charges Multiline.
Task Lvl. NRs	The value from 'Task Lvl. NR column' in the 'Total Cost' column group in Work scope Multiline
Total	Sum of 'Materials, Resources, Charges and Task Lvl. NRs' columns in this column grouping.

The system displays the following with below logic, if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as 'No" (or) "Adjust for Task Probability Rates'

Mat.	Sum of the 'Total - Total Cost Inclusions' column in Materials Multiline
Res.	Sum of 'Total - Total Cost Inclusions' column in Resources Multiline.
Charges	Sum of 'Amount ' column in Charges Multiline.
Task Lvl. NRs	The value from 'Task Lvl. NR column' in the 'Total Cost' column group in Work scope Multiline
Total	Sum of 'Materials, Resources, Charges and Task Lvl. NRs' columns in this column grouping.

The system displays the following fields in the “Profit / (Loss) – Inclusion” group:

Mat.	(Materials - Computed Price Inclusions) - (Materials - Total Cost - Inclusions)
Res.	'(Resources - Computed Price Inclusions) - (Resources - Total Cost - Inclusions)
Charges	'(Charges - Computed Price Inclusions) - (Charges - Total Cost - Inclusions)
Task Lvl. NRs	'(Task Lvl. NRs - Computed Price Inclusions) - (Task Lvl. NRs - Total Cost - Inclusions)
Total	Sum of Materials, Resources, Charges and Task Lvl. NRs’ columns in this column grouping

Enter the following fields:

Task Prob. Rate

Probability or happening Rate of the task in multiline can be specified.

Data entry in this field is mandatory if the parameter 'Consider Task. Prob Rate for Price Computation for Quote Working?' is set as 'Yes' in 'Set Sales Process Parameter' screen.

Ensure that the value entered in this field is between the range of 0 to 100 only.

The system displays the following fields in the “Adj. Computed Price Inclusions” only if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as 'Adjust Both Tasks & Part Probability Rate' (or) 'Adjust Task Probability Rate':

Mat.	Task Prob. Rate * Materials - Computed Price Inclusions.
Res.	Task Prob. Rate * Resources - Computed Price Inclusions.
Charges	Task Prob. Rate * Charges - Computed Price Inclusions.
Task Lvl. NRs	Task Prob. Rate * Task Lvl. NRs - Computed Price Inclusions.
Total	Sum of 'Materials, Resources, Charges and Task Lvl. NRs' columns in this column grouping.

The system displays the following fields in the “Adj. Cost – Inclusion” group only if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as 'Adjust Both Tasks & Part Probability Rate' (or) 'Adjust Task Probability Rate':

Mat.	Task Prob. Rate * Materials - Total Cost Inclusions.
Res.	Task Prob. Rate * Resources - Total Cost Inclusions.
Charges	Task Prob. Rate * Charges - Total Cost Inclusions.
Task Lvl. NRs	Task Prob. Rate * Task Lvl. NRs - Total Cost Inclusions.
Total	Sum of 'Materials, Resources, Charges and Task Lvl. NRs’ columns in this column grouping.

The system displays the following fields in the “Adjusted Profit / (Loss) – Inclusion” group only if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as 'Adjust Both Tasks & Part Probability Rate' (or) 'Adjust Task Probability Rate'

Mat.	Task Prob. Rate * Materials - Profit/ (Loss) Inclusions
Res.	Task Prob. Rate * Resources - Profit/ (Loss) Inclusions
Charges	Task Prob. Rate * Charges - Profit/ (Loss) Inclusions
Task Lvl. NRs	Task Prob. Rate * Task Lvl. NRs - Profit/ (Loss) Inclusions
Total	Sum of 'Materials, Resources, Charges and Task Lvl. NRs' column in this column grouping

The system displays the following fields in the “Exclusions” group:

Total Cost	Sum of Price - Exclusion' in Materials Multiline and 'Price-Exclusion' in Resource Multiline against the task
Total Price	Sum of 'Cost - Exclusion' in Materials Multiline and 'Cost-Exclusion' in Resource Multiline against the task
Profit / (Loss)	Difference between 'Total Price' and 'Total Cost' in this column grouping

Enter the following fields:

Est. Elapsed Time	The estimated elapsed time required for the resource to complete the task
UOM	Use the drop-down list box the unit of measurement. Data selection in this field is mandatory. The system lists the following option: · Hours
Est. Mod Notes	Any textual comments on the modifications made to the estimations.
Doc. Mod Notes	Any textual comments on the modifications made to the Quote Working document. Data entry in this field is mandatory for any task details queued up for re-estimate is modified.
Qt. Working Notes	A brief textual description of the Quote Workings.
Remarks	Any comments pertaining to the Quote Workings.

The system displays the following fields in the “Summary” section:

Note: The system displays this section only if the login user is in Planner role.

Note: The system displays the total number of skill hours estimated against the Object-Work Scope – Pricing Model combination in the top right corner in the Summary section.

Materials	Cost: Indicates the sum of values in column 'Materials - Total Cost' in Work scope tab against all the tasks for selected Object - WS Combination.
Resources	Cost: Indicates the sum of values in column 'Resources - Total Cost' in Work scope tab against all the tasks for selected Object - WS Combination.
Charges	Cost: Indicates the sum of values in column 'Charges - Total Cost' in Work scope tab against all the tasks for selected Object - WS Combination.
Task Lvl. NRs	Cost: Indicates the sum of values in column 'Task Lvl. NRs. - Total Cost' in Work scope tab against all the tasks for selected Object - WS Combination.
Total	Cost: Indicates the sum of values of 'Materials', 'Resources', 'Charges' and 'Non-Routines' which are derived in Cost summary.

The system displays the following fields in the “Summary” section

Note: The system displays this section only if the login user is in Commercial role.

If the 'Adjust the Cost & Price Info based on the Probability Rate?' is set as 'Adjust Task Probability Rate' or 'Adjust both Task & Part Probability Rates'

Materials	Cost: Displays the added values in column 'Materials - Adj. Cost Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination. Price: Displays the added values in column 'Materials - Adj. Computed Price Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination.
Resources	Cost: Displays the added values in column 'Resources - Adj. Cost Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination. Price: Displays the added values in column 'Resources - Adj. Computed Price Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination
Charges	Cost: Displays added values in column 'Charges - Adj. Cost Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination Price: Displays added values in column 'Charges - Adj. Computed Price Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination
Non-Routines	Cost: Displays added adding the values in column 'Task Lvl. NRs. - Adj. Cost Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination. Price: Displays the added the values in column 'Task Lvl. NRs - Adj. Computed Price Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination
Total	Cost: Displays the added values of 'Materials', 'Resources', 'Charges' and 'Non-Routines' which are derived against the control of Cost in summary. Price: Displays the added values of 'Materials', 'Resources', 'Charges' and 'Non-Routines' which are derived against the control of Price in summary.

The system displays the following fields in the “Summary” section if parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set as 'No' or 'Adjust Part Probability Rates')

Materials	Cost: Displays the added values in column 'Materials - Total Cost Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination Price: Displays the added values in column 'Materials - Computed Price Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination.
Resources	Cost: Displays the added values in column 'Resources - Total Cost Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination Price: Displays the added values in column 'Resources - Computed Price Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination
Charges	Cost: Displays the added values in column 'Charges - Total Cost Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination. Price: Displays the added values in column 'Charges - Computed Price Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination
Non-Routines	Cost: Displays the added values in column 'Task Lvl. NRs. - Total Cost Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination. Price: Displays the added values in column 'Task Lvl. NRs - Computed Price Inclusions' in Workscope multiline against all the tasks for selected Object – Workscope combination
Total	Cost: Displays the added values of 'Materials', 'Resources', 'Charges' and 'Non-Routines' which are derived against the control of Cost in summary. >> Price: Displays the added values of ('Materials', 'Resources', 'Charges' and 'Non-Routines' which are derived against the control of Price in summary.

Enter the following fields in the “Object Level Non-Routines” section:

Key Links

Use the drop-down list box to select the key links to navigate to various screen from Quote Working document.

Upload Tasks
View Non-Routine History

Save Action

Use the drop-down list box to select the action to be saved. The system lists the following options for login user with both Planner and Commercial roles:

· Est. Not Reqd.

· Clear Price Exceptions

The system lists the option ‘Clear Price Exceptions’ only if the login user has a Commercial role.

Click the “Save Estimates” pushbutton to save the estimation details.
Click the “Confirm Estimates” pushbutton to confirm the estimations.
Click the “Save” pushbutton to save the pricing details.

Note: Ensure that at least one record is selected in the multiline if pricing exception is specified against the task.

Materials section

Enter the following fields in the “Search Criteria” section:

Search By	Use the drop-down list box to specify the basis on which you wish to retrieve details in the multiline. The system lists the following options: · Task # · Cost per unit greater Than · Total Cost greater than · Price per unit greater than · Mark up per unit greater than · Extd. price greater than · Part # By default the system leaves this field blank.
	In the editable field alongside, specify the value corresponding to the “Search by” selected.
Addl. Search	Use the drop-down list box to select additional search criteria based on which you wish to retrieve details in the multiline. The system lists the following options: · NRs Not Estimated · Est. Status · Est. History · Stock Status By default the system leaves this field blank.
	In the additional combo control, use the drop-down list box to select the additional search criteria based on which you wish to retrieve details in the multiline. The system lists options as follows : If 'Stock Status” is specified in the 'Addl. Search', system lists all the active user defined stock status available in the system
Exceptions	Use the drop-down list box to specify the exceptions in Materials multiline. The system lists the following options: · Price < Cost · Est. Qty < Req. Qty · NR Est. < Act Qty

Click the “Filter” pushbutton to retrieve only details of the selected tasks.
Enter the following fields in the “Part Details” section:

Cost From

Use the drop-down list box to specify the source from where the cost of the part is to be taken. You can select from the following options:

Part Pricelist
Standard Cost
Standard Purchase Price

By default the system leaves this field blank.

In the editable field alongside, enter the value corresponding to the ‘Part Pricelist #” specified.

Help facility available

Click the “Get Cost’ pushbutton to retrieve details of Cost / Unit.
Enter the following fields in the multiline:

The system displays the following field:

Indicates the status of the estimation for materials which could be any of the following:

- Pending
- Completed

Indicates the status of the quote for the materials, which could be either of the following:

- Pending
- Completed

Enter the following fields in the multiline:

Task #	The number identifying the task for which material estimation is done. Mandatory. Help facility available
Task Seq. #	The number identifying the sequence of the task for which material estimation is to be done.
Part #	The number identifying the part for which estimation is done. Mandatory. Help facility available
UOM	Use the drop-down list box to specify the unit of measurement. Mandatory.

The system displays the following field:

Req. Qty	The quantity of material required for the task based on the task master.
NR Qty. – Act.	The quantity of the actual non-routine parts for the given task based on previous history.

Enter the following fields in the “Est. Qty” group:

Reg.

Quantity of part which is required for estimation on a regular basis.

Ensure that the value entered in this field is a positive integer greater than 0.

Non-Rtn.

Quantity of part that is not planned for regular basis but as non-routines based on consumption history, which is required for estimation.

Ensure that the value entered in this field is a positive integer greater than 0.

The system displays the following field:

Total

Regular - Est. Qty + Non Routine - Est. Qty'

Enter the following fields:

Stock Status

Use the drop-down list box to specify the stock status. The system lists all the active stock statuses as defined in the “View User Defined Stock Status” activity of the “User Defined Stock Status” business component.

Part Condition

Use the drop-down list box to select the condition of the part which is to be estimated. The system lists the following options:

New
Overhauled
Serviceable
Unserviceable

By default the system leaves this field blank.

Cost / Unit

The cost per unit of part.

The system displays the following fields in the “Total Cost” group:

Reg.	Regular - Est. Qty * Cost per Unit
Non Rtn.	Non Routine - Est. Qty * Cost per unit
Total	Regular - Total Cost + Non Routine - Total Cost

Enter the following fields:

Exclude?

Use the drop-down list box to select exclusions in the material multiline. The system lists the following values:

Regular
Non-Routines
Both

By default the system leaves this field blank.

Base Rate / Unit

The base rate per unit for the part.

Enter the following fields in the “Markup / Unit” group:

Percentage

Any markup that needs to be added against Base Rate/Unit can be specified as percentage.

Ensure that the value entered in this field ranges from 0 to 100.

Value

Base Rate/Unit * (Mark up % / 100)'

The system displays the following field:

Price / Unit

Base Rate/Unit + Mark-up Value

The system displays the following fields in the “Extd. Base Price - Inclusions” group:

Reg.	Regular - Est. Qty * Base Rate/Unit'
Non Rtn.	Non Routine - Est. Qty * Base Rate/Unit
Total	Regular - Extd. Base Price + Non Routine - Extd. Base Price

The system displays the following fields in the “Extd. Mark Up - Inclusions” group:

Reg.	Regular - Est. Qty * Mark-up Value
Non Rtn.	Non Routine - Est. Qty * Mark-up Value
Total	Regular - Extd. Mark-up + Non Routine - Extd. Mark-up

The system displays the following fields in the “Extd. Price - Inclusions” group:

Reg.	Regular - Est. Qty * Price per unit' (or) 'Regular - Extd. base Price + Regular - Extd. Mark-up
Non Rtn.	Non Routine - Est. Qty * Price per unit' (or) 'Non Routine - Extd. base Price + Non Routine - Extd. Mark-up
Total	Regular - Extd. Price + Non Routine - Extd. Price

The system displays the following fields in the “Total Cost - Inclusions” group:

Reg.	Regular - Total Cost' from Materials multiline, if Exclude is not set as 'Regular' or 'Both'
Non Rtn.	Non Routine - Total Cost' from Materials multiline, if Exclude is not set as 'Non-routine' or 'Both'
Total	Regular - Total Cost Inclusions + Non-Routines - Total Cost Inclusions

The system displays the following fields in the “Profit / (Loss) - Inclusions” group:

Reg.	(Regular - Extd. Price Inclusions) - (Regular - Total Cost Inclusions)'
Non Rtn.	(Non Routine - Extd. Price Inclusions) - (Non Routine - Total Cost Inclusions)
Total	(Total - Extd. Price Inclusions) - (Total - Total Cost Inclusions)

The system displays the following fields in the “Adj. Price - Inclusions grouping” only if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as 'Adjust Both Tasks & Part Probability Rate' (or) 'Adjust Part Probability Rate':

Reg.	(Reqd. Probability /100)* Regular – Extd. Price Inclusions
Non Rtn.	(Reqd. Probability /100) * Non Routine – Extd. Price Inclusions'
Total	(Reqd. Probability /100)* Total – Extd. Price Inclusions

The system displays the following fields in the “Adj. Total Cost - Inclusions grouping” only if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as 'Adjust Both Tasks & Part Probability Rate' (or) 'Adjust Part Probability Rate':

Reg.	(Reqd. Probability /100)* Regular - Total Cost Inclusions
Non Rtn.	(Reqd. Probability /100) * Non Routine - Total Cost Inclusions'
Total	(Reqd. Probability /100)* Total - Total Cost Inclusions

The system displays the following fields in the “Adj. Profit/(Loss) - Inclusions grouping” only if the parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set either as 'Adjust Both Tasks & Part Probability Rate' (or) 'Adjust Part Probability Rate':

Reg.	(Reqd. Probability /100)* Regular – Profit/(Loss) Inclusions
Non Rtn.	(Reqd. Probability /100) * Non Routine - Profit/(Loss) Inclusions
Total	(Reqd. Probability /100)* Total - Profit/(Loss) Inclusions

Enter the following field:

Est. Remarks

Any comment pertaining to the material estimations.

The system displays the following fields in the “Exclusions” group:

Price	Sum of all Extd. Price in both Regular as well as Non Routines whichever are excluded.
Cost	Sum of all Total Cost in both Regular as well as Non Routines whichever are excluded.
Profit	(Price-Exclusions) - (Cost-Exclusions).

Enter the following field:

Est. Notes	A brief textual note on the estimation of materials
Qt. Working Notes	A brief textual note on the Quote Working document.

The system displays the following fields:

PMA?	Indicates whether the part is a PMA part, which could be ‘Yes’ or ‘No’.
Part Type	The type of part as in the Part master.
Part Class	The classification to which the part belongs as in the Part master.
Task Desc.	A brief textual note on the task that is added.
Part Desc.	A brief description of the part specified as defined in the Part master.

Enter the following field:

Est. Mod. Notes	A textual note on the modifications made in estimation of materials in the Quote Working document.
Doc. Mod. Notes	A textual note on the modifications in price of materials made in the Quote Working document.

The system displays the following fields:

Base Rate PPL Curr.

If any part pricelist is used to define the base rate/unit for materials, then display the corresponding currency of part from that pricelist.

The system displays the following fields in the “Cost Summary” section:

Note: The system displays this section only if the login user is in Planner role.

Regular	Cost: Displays the added value of the Regular' column under the 'Total Cost' column grouping for all the tasks lines, for the given 'Object-Workscope-Pricing Model' combination
Non-Routines	Cost: Displays the added value of the “Non Routine' column under the 'Total Cost' column grouping for all the tasks lines, for the given 'Object- Workscope -Pricing Model' combination
Total	Cost: Displays the added value of 'Total' column under the 'Total Cost' column grouping for all the tasks lines, for the given 'Object- Workscope -Pricing Model' combination

The system displays the following fields in the “Summary” section if parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set as 'Adjust Part Probability Rate' or 'Adjust both Task & Part Probability Rates':

Note: The system displays this section only if the login user is in Commercial role.

Regular

Price: Displays the value by adding 'Regular' column under the 'Adj. Price Inclusions' column grouping for all the tasks line items for the given 'Object- Workscope -Pricing Model' combination

Cost: Displays the value by adding 'Regular' column under the 'Total Cost' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Non-Routine

Price: Displays the value by adding 'Non-Routine' column under the 'Adj. Price Inclusions' column grouping for all the tasks line items, for the given 'Object-Work scope-Pricing Model' combination

Cost: Displays the value by adding 'Non Routine' column under the 'Total Cost' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Total

Cost: Displays the value by adding 'Total' column under the 'Total Cost' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Price: Display the value by adding 'Total' column under the 'Adj. Price Inclusions' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

The system displays the following fields in the “Summary” section if parameter 'Adjust the Cost & Price Info based on the Probability Rate?' is set as 'No' or 'Adjust Task Probability Rates

Note: The system displays this section only if the login user is in Commercial role.

Regular

Price: Displays the value by adding 'Regular' column under the 'Extd. Price Inclusions' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Cost: Display the value by adding 'Regular' column under the 'Total Cost Inclusions' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Non-Routine

Price: Display the value by adding 'Non-Routine' column under the 'Extd. Price Inclusions' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Cost: Display the value by adding 'Non Routine' column under the 'Total Cost Inclusions' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Total

Price: Display the value by adding 'Total' column under the 'Extd. Price Inclusions' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Cost: Display the value by adding 'Total' column under the 'Total Cost Inclusions' column grouping for all the tasks line items, for the given 'Object- Workscope Work scope-Pricing Model' combination

Click the “Get Requirements” pushbutton to retrieve part requirements from the Task master.

Note: Ensure that at least one record in the multiline is selected.

Note: Ensure that the Quote Working document is in status other than ‘Confirmed’, ‘Cancelled’ or ‘Revised’.

Click the “Get NR Actuals” pushbutton to retrieve details of all the 'Routines' and 'Non-Routines' based on actual history.
Click the “Compute” pushbutton to re-run the computation logic for all the columns in the Materials multiline.
Click the “Save Part Estimates” pushbutton to retrieve update all the estimations made.
Click the “Save Part Pricing” pushbutton to save pricing against the materials.

Resources Section

Enter the following fields in the “Search Criteria” section:

Search By	Use the drop-down list box to specify the basis on which you wish to retrieve details in the multiline. The system lists the following options: · Task # · Res. # · Cost per unit greater Than · Total Cost greater than · Price per unit greater than · Mark up per unit greater than · Extd. price greater than By default the system leaves this field blank.
	In the editable field alongside, enter a value corresponding to the ‘Search by’ specified.
Addl. Search	Use the drop-down list box to select the basis on which you wish to search and retrieve details in the multiline. The system lists the following options: · NRs Not Estimated · Attendance Type · Res. Type · Est. Status · Est. History By default the system leaves this field blank.
	In the adjacent combo control use the drop-down list box to select a value corresponding to the item selected in the ‘Addl. Search’ field. The system lists options as follows · If 'Est. Status' is selected in 'Addl. Search': · Completed · Pending · If 'Est. History' is selected in 'Addl. Search': · Estimation ID which are auto-generated during re-estimate. · If ‘Res. Type’ is selected in the ‘Addl. Search’: All resource types · If 'Attendance Type is selected in the 'Addl. Search” All Attendance types. If “NRs Not Estimated’ is selected in ‘Addl. Search’, then load the value as ‘Blank’
Exceptions	Use the drop-down list box to filter the exceptions in the Resources Multiline. The system lists the following options: · Price < Cost · Est. Qty < Req. Qty · NR Est. < Act Qty

Click the “Filter” pushbutton to retrieve only details of the selected tasks.
Enter the following fields in the “Resource Details” section:

Cost From

Use the drop-down list box to specify the source from where the cost of the resource is to be taken. You can select from the following options:

§ Service Pricelist

By default the system leaves this field blank.

In the editable field alongside, enter the value corresponding to the ‘Service Pricelist’ is specified.

Help facility available

Click the “Get Cost’ pushbutton to retrieve details of Cost for resources in the given Object-Workscope combination.

The system displays the following field:

ES	Indicates the status of the estimation of resources for the tasks which could be any of the following: – Pending - Completed

The system displays the following field:

QS	Indicates the status of the quote of resources for the task, which could be either of the following: – Pending - Completed

Enter the following fields in the multiline:

Task #

The number identifying the task for which resource estimation is done. Mandatory.

Help facility available

Enter the following fields in the multiline:

Task Seq. #	The number identifying the sequence of the task for which resource estimation is to be done.
Res. Type	Use the drop-down list box to specify the type of resource for which estimation is to be done. The system lists the following options: Skills Tools Equipment Others
Res. Nos.	The required number of resources as per the Task master. Mandatory. Search facility available.
Time UOM	Use the drop-down list box to specify the unit of measurement for the resource to be estimated. Mandatory. The system lists the following option: Hours By default the system leaves this field blank.

The system displays the following field:

Reqd. Qty	Indicates the required quantity of resources as in the Task master.
NR Qty – Act.	Indicates the non-routine number of resources for given combination of 'Object-Work scope' and 'Task - Part' combination.

Enter the following fields “Est. Qty” group:

Reg.

Quantity of resource hours which is required for estimation on a regular basis

Ensure that the value entered in this field is a positive integer greater than 0.

Non-Rtn

Quantity of resource hours that is not planned for regular basis but as non-routines based on consumption history, which is required for estimation.

Ensure that the value entered in this field is a positive integer greater than 0.

The system displays the following field in the “Est. Qty” group:

Total

The total estimated quantity.

Regular - Est. Qty + Non Routine - Est. Qty

The system displays the following field:

Reqd. Nos

Indicates the count of resources required to perform the task from task master.

Enter the following fields:

Est. Nos

Indicates the estimated count of resources to perform the tasks,

Attendance Type

Use the drop-down list box the type of attendance for the resource for which estimation is to be done. Mandatory.

Normal Time
Overtime
Regular Time

By default the system leaves this field blank.

Cost / Unit

The cost per unit of resources for the given 'Object-Workscope' combination.

The system displays the following fields in the “Total Cost” group:

Reg.	Regular - Est. Qty * Cost per Unit * Est. Nos
Non Rtn.	Non Routine - Est. Qty * Cost per unit *Est. Nos'
Total	Regular - Total Cost + Non Routine - Total Cost

Enter the following fields:

Exclude?

Use the drop-down list box to

Regular
Non-Routines
Both

Base Rate / Unit

Indicates Base Rate per unit of resources for the given 'Object-Workscope' combination

Enter the following fields in the “Markup / Unit” group:

Percentage

Any markup that needs to be added against Base Rate/Unit can be specified as percentage.

Ensure that the value entered in this field ranges from 0 to 100.

Value

Base Rate/Unit * (Mark up % / 100)'

The system displays the following field:

Price / Unit

Base Rate/Unit + Mark-up Value'

The system displays the following fields in the “Extd. Base Price - Inclusions” group:

Reg.	Regular - Est. Qty * Base Rate/Unit * Est. Nos.
Non Rtn.	Non Routine - Est. Qty * Base Rate/Unit * Est. Nos
Total	Regular - Extd. Base Price + Non Routine - Extd. Base Price

The system displays the following fields in the “Extd. Mark Up - Inclusions” group:

Reg.	Regular - Est. Qty * Mark-up Value * Est. Nos
Non Rtn.	Non Routine - Est. Qty * Mark-up Value * Est. Nos.
Total	Regular - Extd. Mark-up + Non Routine - Extd. Mark-up

The system displays the following fields in the “Extd. Price - Inclusions” group:

Reg.	Regular - Est. Qty * Price per unit * Est. Nos. (or) 'Regular - Extd. base Price + Regular - Extd. Mark-up
Non Rtn.	Non Routine - Est. Qty * Price per unit * Est. Nos' (or) 'Non Routine - Extd. base Price + Non Routine - Extd. Mark-up
Total	Regular - Extd. Price Inclusions + Non Routine - Extd. Price Inclusions

The system displays the following fields in the “Total Cost - Inclusions” group:

Reg.	Regular - Total Cost' from Resources multiline, if Exclude is not set as 'Regular' or 'Both'
Non Rtn.	Non Routine - Total Cost' from Resources multiline, if Exclude is not set as 'Non-routine' or 'Both'
Total	Regular - Total Cost Inclusions + Non-Routines - Total Cost Inclusions

The system displays the following fields in the “Profit / (Loss) - Inclusions” group:

Reg.	(Regular - Extd. Price Inclusions) - (Regular - Total Cost Inclusions)'
Non Rtn.	(Non Routine - Extd. Price Inclusions) - (Non Routine - Total Cost Inclusions)
Total	(Total - Extd. Price Inclusions) - (Total - Total Cost Inclusions)

Enter the following fields in the “Markup / Unit” group:

Est. Remarks	Any comment pertaining to the resources estimations.
Qt. Working Remarks	Any comment pertaining to the price workings of resources.

The system displays the following fields in the “Exclusions” group:

Price	Sum of all Extd. Price in both Regular as well as Non Routines whichever are excluded'
Cost	'Sum of all Total Cost in both Regular as well as Non Routines whichever are excluded'
Profit	'(Price-Exclusions) - (Cost-Exclusions)

Enter the following fields:

Est. Notes	A textual comment on the resource estimations.
Qr. Working Notes	A brief textual note on the Quote Working document.

The system displays the following fields:

Task Desc.	A brief textual note on the task that is added.
Res. Desc.	A brief description of the resources specified as defined in the Task master.

Enter the following fields:

Est. Mod Notes	Any textual comments on the modifications made to the estimations.
Doc. Mod Notes	A textual note on the modifications made in the Quote Working document.

The system displays the following fields:

Base Rate SPL Curr.

If any service pricelist is used to define the base rate/unit for resources, then display the corresponding currency of part from that pricelist.

The system displays the following fields in the “Cost Summary” section:

Note: The system displays this section only if the login user is in Planner role.

Regular	Cost: Displays the added value of 'Regular' column under the 'Total Cost' column grouping for all the tasks lines, for the given 'Object-Workscope-Pricing Model' combination
Non-Routines	Cost: Displays the added value of 'Non Routine' column under the 'Total Cost' column grouping for all the tasks lines, for the given 'Object- Workscope -Pricing Model' combination
Total	Cost: Displays the added value of 'Total' column under the 'Total Cost' column grouping for all the tasks lines, for the given 'Object- Workscope -Pricing Model' combination

The system displays the following fields in the “Summary” sectio:

Note: The system displays this section only if the login user is in Commercial role.

Regular

Cost: Displays the added values of adding 'Regular' column under the 'Total Cost Inclusions' column grouping for all the tasks line items, for the given 'Object- Workscope -Pricing Model' combination

Price: Displays the added values of 'Regular' column under the 'Extd. Price Inclusions' column grouping for all the task line items, for the given 'Object- Workscope -Pricing Model' combination

Non-Routine

Cost: Displays the added values of “Non-Routine' column under the 'Total Cost Inclusions' column grouping for all the task line items, for the given 'Object- Workscope -Pricing Model' combination

Price: Displays the added values of “Non-Routine' column under the 'Extd. Price Inclusions' column grouping for all the task line items, for the given 'Object- Workscope -Pricing Model' combination

Total

Cost: Display the added values of 'Total' column under the 'Total Cost Inclusions' column grouping for all the task line items, for the given 'Object- Workscope -Pricing Model' combination

Price: Displays the added values of 'Total' column under the 'Extd. Price Inclusions' column grouping for all the task line items, for the given 'Object- Workscope -Pricing Model' combination.

Click the “Get Requirements” pushbutton to retrieve resource requirements from the Task master.

Note: Ensure that at least one record in the multiline is selected.

Click the “Get NR Actuals” pushbutton to retrieve details of all the 'Routines' and 'Non-Routines from previous history'

Note: Ensure that at least one record is selected on the multiline.

Click the “Compute” pushbutton to re-run the computation logic for all the columns in the Resources multiline.
Click the “Save Resource Estimates” pushbutton to retrieve and update all the estimations made.
Click the “Save Resource Pricing” pushbutton to save pricing against the resources.

Note that for both Planner and Commercial Roles ensure that estimates is Completed and Confirmed against a task.

Charges Section

This section enables you to record estimates and price workings for charges against a Quote Working Document, which will then be considered for computing the final fixed price.

Enter the following fields in the “Charge Details” section:

Task #

The number identifying the task for which charges estimation is done. Mandatory.

Help facility available

Task Seq. #

The number identifying the sequence of the task for which charges estimation is to be done.

Charge Code

The code identifying the charges applied against a Task #.

Help facility available

The system displays the following fields in the “Charge Details” multiline:

Charge Desc.

A textual note on the corresponding charge code.

Enter the following fields in the “Charge Details” section:

Variant Code

The code identifying the variance of the corresponding charge code that is applied against a Task #.

Help facility available

The system displays the following fields in the “Charge Details” multiline:

Variant Desc.

A textual note on the corresponding variant code.

Enter the following fields in the “Charge Details” section:

Amount

The amount charged against the task for the corresponding Charge Code

Enter the following fields in the “Markup” section:

Percentage	The Markup % to be added on the Charge amount.
Value	The Mark-up value added to the Charge amount calculated based on applying the Markup % on the amount.

The system displays the following fields in the “Charge Details” multiline:

Total Value

It displays the total value of the Charge applied against the task calculated as Amount + Mark-Up value.

Note: Only the Charge Codes with Flat Basis Charge Type can be applied against a Task # in this tab.

The system displays the following fields in the “Summary” section:

Note: The system displays only ‘Cost’ in this section only if the login user is in Planner role

It displays Cost, Markup and Value if the login user is mapped to a commercial role..

Cost	The sum of all the amount charged for the task for the given object-work scope combination.
Markup	The sum of all the markup values added to the Charge amount for the object-work scope combination.
Value	The sum of all the charges applied against the task for the object-work scope combination.

Select the “Save Charges Pricing” pushbutton.

Summary tab page

This tab enables you to have the visibility of Cost and Price Summary separately at Task / Material / Resources / Charges level for an ‘Object-Workscope-Pricing Model' combination. In this tab, you can to review the cost/Prices in the screen

! Note: The system does not display this tab for login user who is a Planner.

The system displays the following in the “Overall Price Summary” section:

Computed Price

Indicates the total computed price workings for a given Object-Workscope-Pricing Model combination. The system displays the following:

Regular - (Sum of values in 'Materials' Column + Sum of values in 'Resources' Column + Sum of all values in 'Charges' Column under 'Computed Price - Inclusions' column grouping in Object wise summary multiline
Non-Routine - Sum of values in 'Task Level. NRs' Column + Sum of values in 'Obj. Level NRs' Column under 'Computed Price - Inclusions' column grouping in Object wise summary multiline
Inclusions - Sum of values in 'Total' Column under 'Computed Price - Inclusions' column grouping in Object wise summary multiline.
Exclusions - Sum of values in 'Price' Column under 'Exclusions' column grouping in Object wise summary multiline

Total Cost

Indicates the total cost for a given Object-Workscope-Pricing Model combination. The system displays the following:

Routines: Sum of values in 'Materials' Column + Sum of values in 'Resources' Column + Sum of all values in 'Charges' Column under 'Total Cost - Inclusions' column grouping in Object wise summary multiline.
Non-Routine - Sum of values in 'Task Level. NRs' Column + Sum of values in 'Obj. Level NRs' Column under 'Total Cost - Inclusions' column grouping in Object wise summary multiline
Inclusions - Sum of values in 'Total' Column under 'Total Cost - Inclusions' column grouping in Object wise summary multiline.
Exclusions - Sum of values in 'Cost' Column under 'Exclusions' column grouping in Object wise summary multiline.

Profit

Indicates the total profit for all the Object-Workscope-Pricing Model combination. The system displays the following:

Regular - Value against 'Regular' in Computed Price card - Value against 'Regular' in Total Cost card.
Non-Routine - Value against 'Non-Routine' in Computed Price card - Value against 'Non-Routine' in Total Cost card
Inclusions - Value against 'Inclusions' in Computed Price card - Value against 'Inclusions' in Total Cost card
Exclusions - Value against 'Exclusions' in Computed Price card - Value against 'Exclusions' in Total Cost card

Enter the following fields in the “Objectwise Summary” section:

Object – Workscope Pricing Model

The Tree grid displayed as follows:

Parent node – The Object

Child node – Workscope – Pricing Model combination under the Object

The system displays the following in the “Computed Price – Inclusions” group if the parameter 'Consider Task. Prob Rate for Price Computation for Quote Working?' is set at any option other than ‘No’:

Materials	Sum of values in Column 'Materials' under 'Adj. Computed Price Inclusions in Workscope multiline
Resources	Sum of values in Column 'Resources' under 'Adj. Computed Price Inclusions' in Workscope multiline
Charges	Sum of values in Column 'Charges' under 'Adj. Computed Price Inclusions’ in Workscope multiline
Task Lvl. NRs	Sum of values in Column 'Task Level. NRs' under 'Adj. Computed Price Inclusions’ in Workscope multiline
Object Lvl. NRs	Object Level Non- Routine Price defined for that Object-Workscope-Pricing Model combination
Total	Sum of Materials, Resources, Charges, Task Lvl. NRs and Object Lvl. NRs under this column grouping

The system displays the following in the “Computed Price – Inclusions” group if the parameter 'Consider Task. Prob Rate for Price Computation for Quote Working?' is set as 'No':

Materials	Sum of values in Column 'Materials' under 'Computed Price Inclusions’ in Workscope Multiline
Resources	Sum of values in Column 'Resources' under 'Computed Price Inclusions’ in Workscope Multiline
Charges	Sum of values in Column 'Charges' under 'Computed Price Inclusions’ in Workscope Multiline
Task Lvl. NRs	Sum of values in Column 'Task Level. NRs' under 'Computed Price Inclusions’ in Workscope Multiline
Object Lvl. NRs	Object Level Non- Routine Price defined for that Object-Workscope-Pricing Model combination
Total	Sum of Materials, Resources, Charges, Task Lvl. NRs and Object Lvl. NRs under this column grouping

The system displays the following in the “Total Cost – Inclusions” group if the parameter 'Consider Task. Prob Rate for Price Computation for Quote Working?' is set at any other option other than ‘No’:

Materials	Sum of values in Column 'Materials' under 'Adj. Cost Inclusions’ in Workscope Multiline
Resources	Sum of values in Column 'Resources' under 'Adj. Cost Inclusions’ in Workscope Multiline
Charges	Sum of values in Column 'Charges' under 'Adj. Cost Inclusions’ in Workscope Multiline
Task Lvl. NRs	Sum of values in Column 'Task Level. NRs' under 'Adj. Cost Inclusions’ in Workscope Multiline
Object Lvl. NRs	Object Level Non- Routine Cost defined for that Object-Workscope-Pricing Model combination
Total	Sum of Materials, Resources, Charges, Task Lvl. NRs and Object Lvl. NRs under this column grouping

The system displays the following in the “Total Cost – Inclusions” group if the parameter 'Consider Task. Prob Rate for Price Computation for Quote Working?' is set as 'No':

Materials	Sum of values in Column 'Materials' under 'Total Cost Inclusions’ in Workscope Multiline
Resources	'Sum of values in Column 'Resources' under 'Total Cost Inclusions’ in Workscope Multiline
Charges	Sum of values in Column 'Charges’ under ‘Total Cost Inclusions’ in Workscope Multiline
Task Lvl. NRs	Sum of values in Column 'Task Level. NRs’ under ‘Total Cost Inclusions’ in Workscope Multiline
Object Lvl. NRs	Object Level Non- Routine Cost defined for that Object-Workscope-Pricing Model combination
Total	Sum of Materials, Resources, Charges, Task Lvl. NRs and Object Lvl. NRs under this column grouping

The system displays the following in the “Profit / Loss” - Inclusions” group if the parameter 'Consider Task. Prob Rate for Price Computation for Quote Working?' is set any other option other than ‘No’:

Materials	Sum of values in Column 'Materials' under 'Adj. Profit / (Loss) Inclusions’ in Workscope Multiline
Resources	'Sum of values in Column 'Resources' under 'Adj. Profit / (Loss) Inclusions’ in Workscope Multiline
Charges	Sum of values in Column ‘Charges’ under 'Adj. Profit / (Loss) Inclusions’ in Workscope Multiline
Task Lvl. NRs	Sum of values in Column “Task Lvl. NRs’ under 'Adj. Profit / (Loss) Inclusions’ in Workscope Multiline
Object Lvl. NRs	Value in Obj. Level NRs in Computed Price Inclusions - Value in Obj. Level NRs in Total Cost Inclusions
Total	Sum of Materials, Resources, Charges, Task Lvl. NRs and Object Lvl. NRs under this column grouping

The system displays the following in the “Profit / Loss” - Inclusions” group if the parameter 'Consider Task. Prob Rate for Price Computation for Quote Working?' is set as 'No':

Materials	Sum of values in Column 'Materials' under 'Profit / (Loss) Inclusions’ in Workscope Multiline
Resources	Sum of values in Column 'Resources' under 'Profit / (Loss) Inclusions’ in Workscope Multiline
Charges	Sum of values in Column 'Charges' under 'Profit / (Loss) Inclusions’ in Workscope Multiline
Task Lvl. NRs	Sum of values in Column ‘Task Lvl. NRs’ under 'Profit / (Loss) Inclusions’ in Workscope Multiline
Object Lvl. NRs	Value in Obj. Level NRs in Computed Price Inclusions - Value in Obj. Level NRs in Total Cost Inclusions
Total	Sum of Materials, Resources, Charges, Task Lvl. NRs and Object Lvl. NRs under this column grouping

Enter the following fields in the “Objectwise Summary” section:

FP Defn. For

Use the drop-down list box to select the Fixed price definition. The system lists the following options: (Mandatory)

· Labour

· Material

· Other Resources

· Tasks

By default the system leaves this field blank.

Incl. Pricing Basis

Use the drop-down list box to inclusion pricing basis. Mandatory.

· Fixed Price by WU'

By default the system leaves this field blank.

Enter the following fields in the “Final Price” group::

Materials	Total Value for Materials to be updated as Final price
Others	Total Value for Others to be updated as Final price
Resources	Total Value for Resources to be updated as Final price
Total	Total Value for ‘Object-Workscope-Pricing Model’ combination to be updated as Final price

The system displays the following in the “Exclusions” group:

Price	Sum of values in Column 'Total Price' under 'Exclusions' in Workscope Multiline
Cost	Sum of values in Column 'Total Cost' under 'Exclusions’ in Workscope Multiline
Profit / Loss	'Sum of values in Column 'Profit / (Loss)' under 'Exclusions’ in Workscope Multiline

The system displays the following in the “Final Profit” group:

Materials	Indicates the profit of materials based on difference between Material columns under Final Price and Computed price Inclusion sections.
Resources	The Final Profit of Resources based on difference between Resource columns under Final Price and Computed price Inclusion sections
Total	The Total Final Profit based on the difference between Total columns under Final Price and Computed Price sections.
Others	Indicates the final profit of others based on difference between other columns under final price and computed price Inclusion sections. Note that this field includes Sum of charges, Task Level NRs, Obj. Level NRs.

Note: Ensure that at least one record in the multiline is selected.

Click the “Save” pushbutton. The system sums up the values entered in 'Materials', 'Resources' and 'Others' column under the Final price column grouping and displays in the 'Total' column under Final Price column grouping in Object Wise Summary Multiline.
Click the “Confirm Working” pushbutton to confirm the Quote Working document. Note: Ensure that the on Confirm working the Quote Working document is in status other than Confirmed, Cancelled or Revised.
Click the “Update FP to Ref. Doc” pushbutton to update the price workings of Object-Workscope-Pricing Model combination from quote working document to its corresponding reference document (i.e.) Bid Contract.

Note: Ensure that the Quote Working document is in Confirmed status only if you wish to update FP to Ref. Doc.