Adding Materials to a Service Estimate

You are here: 5. Job Costing > 5.5. ESTIMATES Menu: Micronet Estimating System > 5.5.2. Estimates - Service Estimate > Adding Materials to a Service Estimate

Adding Materials to a Service Estimate

Use this option to add materials to a service estimate. When you post materials to an estimate, you have the option of having MES also accumulate the amount of labour (Quantity x Lab Cont entered on this screen) required to install those materials onto a job. The following tables describe the calculations for a sample of items using a labour charge rate of $60/hour.

Material Calculations:
Description	Unit Cost	Markup%	Quantity	Cost	Material Charge
2.5mm Building Wire	2.00/m	20%	500.00	1000.00	1200.00
2.5mm Earth Wire	1.50/m	20%	700.00	1050.00	2100.00
					$3300.00
Labour Calculations:
Description	Labour	Charge$$	Quantity	Labour	Labour Charge
2.5mm Building Wire	0.0400 Hours	60.00/Hour	500.00	20 Hours	1200.00
2.5mm Earth Wire	0.0400 Hours	60.00/Hour	700.00	28 Hours	1680.00
					$2880.00
Total for Materials					$3300.00
Total for Labour					$2880.00
Total Estimate Amount					$6180.00

Technical Tip

You can enter materials quickly using the Quick Edit function – see "Estimate Transaction Processing - Edit - Quick Edit".

To add materials to a service estimate:

Display the Estimate Information screen for the estimate you want to add materials to.

Refer to "Maintaining the Service Estimate Header".

Select the Accept button or press F2 to proceed.

Micronet displays the Estimate Transaction Processing screen.

Technical Tip

By default, the Estimate Transaction Processing screen is set to add or edit materials for an estimate. You can also add or edit text or labour, depending on the option selected under the EDIT menu on this screen – ITEM, TEXT or LABOUR. For more information about the other two options, see "Adding Text to a Service Estimate" and "Adding Labour to a Service Estimate".

If you want to:

add an item to the estimate, select the Add button
insert an item in the estimate, select the line below where you want the item inserted then select the Insert button
delete an item from the estimate, select the item then select the Delete button
edit an item, double click on an item or select an item then press Enter.

If you selected to add, insert or edit an item, Micronet displays the Add Items to Estimate screen.

Technical Tip

You can add or view narrative text for an item by pressing F5 –see "Adding or Viewing Narrative Text".

Complete the following fields:

	Field	Value
	Item Number	Enter the item number you want to add to your estimate. You can also press Tab or Enter to select an item.
	Description	Micronet displays the description of the selected item. You can change this description if required. Normally, this would only be changed for the posting of non-inventory items.
	GST/Sales Tax	Micronet displays the default GST/sales tax percentage from the Item master file.
	Warehouse	Micronet displays your default warehouse as set in your user security. Enter the warehouse where the goods are located.
	Stage	Micronet displays the default stage for this estimate as set in the Department master file (see "Adding a New Department"). Normally this would be set to 1. You can delete this and enter another stage if required to post this transaction to. You can also press Tab or Enter to select a stage.

Reference

If your estimate has multiple stages and you haven't created them yet, refer to "Estimate Transaction Processing - Stages - Variations and Stages".

	Supplier	Micronet displays the preferred supplier for the item. You can enter a different supplier number, or press spacebar then Enter to select a supplier.
	Date	Micronet displays today's date. You can change this if required.
	Quantity	Enter the quantity of the item needed for this estimate.

	Lab Cont	Enter the amount of labour required to install the item as a decimal of hours. For example, 15 minutes is entered as 0.25 or 30 minutes is entered as 0.50. To help you convert minutes to decimals, a table is provided under "Converting Times to Decimals" You can accept the default labour content that has been setup for this item in Inventory master file (refer to "File - Inventory - Extra"), or you can edit the value for this estimate.
	Hours	Micronet displays the actual hours for this estimate.
	Edit Cost	Select Yes if you want to be able to change the Mat Cost (materials cost) calculated by Micronet and have this new price saved in MES. Select No if you don't want to change the Mat Cost calculated by Micronet.
	Mat Cost	Micronet displays the unit cost for the item. If you selected Yes in the Edit Cost field, you can change the cost displayed.
	Extended Cost	Micronet calculates and displays the extended cost - Quantity x Mat Cost.
	Price	Micronet displays the default sell price for the item. You can select another sell price break if required or select Nett to enter your own net price.
	Charged	Micronet displays the default selling price for the item according to your customer’s default pricing structure in MJC, or markup tables if selected in your system parameters – see "Edit - Applications - MJC - Markups". If you selected Nett in the Price field, you can enter a price.
	Discount	Micronet displays any discount that applies to this item for this customer. This could be set in the Debtor master file, as a debtors contract price or as a special price in MDS. You can enter a discount or change the discount displayed if required.
	Line Total	Micronet displays the total cost for this item, i.e. the quantity required x the charged amount minus any discount.

Optionally, you can perform any of the following edits or actions on the Add Items to Estimate screen if required:

perform an inquiry on the item – see "Add Items to Estimate - Inquiry"
enter user defined questions – see "Add Items to Estimate - User Q".

When you have finished, select the Accept button.

If you added an item to the estimate, Micronet redisplays the Add Items to Estimate screen so you can add further items if required.

Technical Tip

If you added a kit item in a Manufactured category to the job/estimate (not a sub-assembled kit item), when you select Accept Micronet displays the Read Kit screen.

In the Explode Kit field, select Yes if you want Micronet to break the Bill of Materials (BOM) up into its component items, or select No to leave the master kit item intact on the job. If you explode the kit, each component item can then be edited as required.

If you select to explode kit items and the Default Used Qty to Zero on Jobs field on the MJC General Configuration screen is set to Yes, the Auto Purchasing field on this screen will default to Yes - All Stock – see "Edit - Applications - MJC - General".

Warning

Once a kit has been exploded, it cannot then be reassembled at a later time.

When you have finished adding items to the estimate, select the Cancel button.

Micronet redisplays the EstimateTransaction Processing screen, showing the items, text and labour posted to the estimate.

Continue processing the estimate by completing the steps required in the "Service Estimates Overview".