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Allows for a basic breakdown using activities only.

• Details specifies information or specification about the line being quoted.

• Line Code in this input style is equivalent to the Activity picker for those in the Activity Group specified on the Main tab.

• Unit is the unit of measurement for this line.

• Calculation allows to enter a mathematical expression that you can use to calculate the quantity value. If this is entered, the Qty column becomes read-only. Hidden by default in Grid Management. See valid expressions at the end of the page.

• Qty is the quantity of units being quoted.

• Cost Rate defaults based on the Activity selection but can be modified to what you believe is most accurate.

• Total Cost is the Qty multiplied by the Cost Rate fields.

• Markup% is the cost markup to be applied to sell, as displayed in Selling Rate.

• Selling Rate is the result of the Markup% applied to the Total Cost.

• Total Sell is the Qty multiplied by the Selling Rate field.

• Margin% is calculated as (Selling Rate - Cost Rate) / Selling Rate 

• Activity availability depends on the Activities in the global list as well as the Activity Group selected for the Job in Job Maintenance.

• Work Centre will need to be selected from the Work Centres available.

• Description will default based on the Activity selection, but can be modified.

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Allows for a breakdown by the standard types - Activity, Labour, Plant, Stock.

• Add Bill Of Materials allows selection of a defined Bill Of Materials (BOM) item, and the [+] button adds the constituent BOM lines into the cost lines.

The cost line fields specify the following.

• Details specifies information or specification about the line being quoted.

• Type of cost line being either Activity, Labour, Plant, Stock.

• Line Code provides a line Type specific picker for the cost:

  • Activity type has Activity picker for those in the Activity Group specified on the Main tab.

  • Labour type has Employee Class picker

  • Plant type has Plant picker

  • Stock Item type has Stock Item picker

• Plant Rate is only used for lines of Plant type, and lists the defined rates for the plant.

• Unit is the unit of measurement for this line.

• Calculation allows to enter a mathematical expression that you can use to calculate the quantity value. If this is entered, the Qty column becomes read-only. Hidden by default in Grid Management. See valid expressions at the end of the page.

• Qty is the quantity of units being quoted.

• Cost Rate defaults based on the Line Code selection but can be modified to what you believe is most accurate.
  On Item type lines (Stock Items), it defaults to the Item’s Standard Cost. Note that when using the Repricing functionality, to re price a Cost SHeet, on any Stock Item lines the Selling price will be the Stock Item’s Standard Cost Rate * the Markup% on this line.

• Total Cost is the Qty multiplied by the Cost Rate fields.

• Markup% is the cost markup to be applied to sell, as displayed in Selling Rate.

• Selling Rate is the result of the Markup% applied to the Total Cost.

• Total Sell is the Qty multiplied by the Selling Rate field.

• Margin% is calculated as (Selling Rate - Cost Rate) / Selling Rate. 

• Activity availability depends on the Activities in the global list as well as the Activity Group selected for the Job in Job Maintenance.

• Work Centre will need to be selected from the Work Centres available.

• Description will default based on the Activity selection, but can be modified.

• Area, Weight and Volume, these fields can be enabled using Grid management. They are hidden by default and are only displayed on ‘At Cost Element’ Cost Sheets. The values are read only and will be populated for lines relating to stock items (if they have these values populated in the Stock Item), by multiplying the Weight, Area and Volume by the line Quantity.

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Allows for revenue lines each with a breakdown by the standard types - Activity, Labour, Plant, Stock as Cost lines.

There is an option to add a Bill Of Materials

as a Revenue Line which will use the selling price from a Price Code if the BOM item is included in the Price Code. Any Price Code markup/rate definition for the BOM header Item takes precedence over the natural markup/rate dictated by the BOM header Item.

The revenue line fields specify the following.

• Sequence allows the revenue lines to be ordered.

• Details specifies information or specification about the revenue line being quoted.

• Line Code provides the reference for the revenue line

• Unit is the unit of measurement for this line.

• Calculation allows to enter a mathematical expression that you can use to calculate the quantity value. If this is entered, the Qty column becomes read-only. Hidden by default in Grid Management. See valid expressions at the end of the page.

• Qty is the quantity of units being quoted to sell. Updating the Qty after cost lines have been defined will proportional increase the Qty on the sub-grid cost lines.

• Cost Rate is a notional rate from the cost lines as revenue Total Cost / revenue Qty.

• Total Cost is the calculated total of the cost Total Cost fields.

• Sell Basis allows to choose how you want the Selling Rate to be calculated.

  • Inherit Sell

  • Markup %,

  • Sell Rate

• Markup% is the cost markup to be applied to sell, as displayed in Selling Rate. This is only enabled if Sell Basis is Markup %. Markup% applied to the Total Cost.

• Selling Rate is the result of the Sell Basis method selected. This is editable if the Sell Basis is Sell Rate. Otherwise is populated with

  • Markup % Selling Basis: Markup% applied to the Total Cost

  • Sell Rate Selling Basis: It can be manually edited.

  • Inherit Sell Selling Basis: sets the Selling Rate and Totall Sell as the total sell of its cost lines, and auto updates as any cost lines are amended.

• Total Sell is the revenue Qty multiplied by the revenue Selling Rate field.

• Margin% is calculated as (Selling Rate - Cost Rate) / Selling Rate. 

• Activity availability depends on the Activities in the global list as well as the Activity Group selected for the Job in Job Maintenance. If this column is hidden from Grid Management, it will be populated by default with the Activity defined on Control Parameter [Quote default Activity code]

• Work Centre will need to be selected from the Work Centres available. If this column is hidden from Grid Management, it will be defaulted with the Work Centre of the selected (or defaulted) Activity Code.

• Description will default based on the Activity selection, but can be modified.

The sub-grid cost line are the cost constituent of the revenue line and the fields specify the following.

There is an option to add all the cost lines that make up a BOM within an existing Revenue line, as below.

• Add Bill Of Materials allows selection of a defined Bill Of Materials (BOM) item, and the [+] button adds the constituent BOM lines as Cost lines into the selected revenue line.

• Details specifies information or specification about the cost line being quoted.

• Type of cost line being either Activity, Labour, Plant, Item (Stock Item), and Catalogue.

• Line Code provides a line Type specific picker for the cost:

  • Activity type has Activity picker for those in the Activity Group specified on the Main tab.Labour type has Employee Class picker

  • Plant type has Plant picker

  • Stock type has Stock Item picker

  • Catalogue type has Catalogue Line picker for Docket Cost Schedules, and Supplier Catalogues.

  • Item type has Stock Item picker.

  • Labour type has Employee Class picker.

  • Plant type has Plant picker.

• Plant Rate is only used for cost lines of Plant type, and lists the defined rates for the plant.

• Unit is the unit of measurement for this cost line.

• Qty is the quantity of units of cost being quoted.

• Cost Rate defaults based on the Line Code selection but can be modified to what you believe is most accurate.
  On Item type lines (Stock Items), it defaults to the Item’s Standard Cost. Note that when using the Repricing functionality, to re price a Cost Sheet, on any Stock Item lines the Selling price will be the Stock Item’s Standard Cost Rate * the Markup% on this line.

• Total Cost is the cost Qty multiplied by the Cost Rate fields.

• Markup% is the cost markup to be applied to sell, as displayed in line Selling Rate 

• Selling Rate: is the result of the Markup% applied to the Total Cost.

• Total Sell is the cost Qty multiplied by the line Selling Rate field.

• Margin% is calculated as (Selling Rate - Cost Rate) / Selling Rate. 

• Activity availability depends on the Activities in the global list as well as the Activity Group selected for the Job in Job Maintenance.

• Work Centre will need to be selected from the Work Centres available.

• Description will default based on the Activity selection, but can be modified.

When using At Revenue and Cost Element, on budget creation, Job Work Centres will be created There are two options to default Work Centre on Cost Lines, that are controlled by setting [Revenue Cost Element Work Centre Default]

Options:

• Inherit Revenue (this is the default value): Work Centre is set on a Revenue line, and its Cost Lines will inherit Work Centre from it.

  • Job Work Centres: When creating a budget all WCs on Revenue lines will become Job Work Centres or description updated with the description field on the Cost Sheet for each Revenue line

• • (if the JWC already exists).
    Any JWCs from a Job template will also be added when creating a Job.
    

• Activity Group Default: The Work Centre on the Revenue and Cost lines will default from Activity Group defaults.

  • This scenario is more common on a manufacturing type of job, where Work Centre and Activity are not relevant on Revenue Lines when estimating this work. Generic Work Centres like Labour, Materials, and Subcontracts are used in the Budget to understand the Cost structure as a whole available to complete the job.

  • For this reason, it is suggested that Work Centre and Activity columns are hidden from the Revenue lines screen using Grid Management (Cost Sheet Revenue Lines). If hidden, the Activity Code and Work Centres will be populated with default values, as they will be later required when creating a Budget. Activity will be populated with the Activity defined in Control Parameter [Quote default Activity code], and the Work Centre will be defaulted from that Activity.

  • Work Centre column can be hidden from the Cost lines screen using Grid Management as well (Cost Sheet Revenue Popup Lines).

  • Job Work Centres: When creating a budget no JWC will be added.
    Any JWCs from a Job template will be added when creating a Job.
    

• Default WC on BOMs items: Work Centre on these BOM items will follow same rules as the other Cost Lines, based on the new setting.

When using At Revenue and Cost Element, on budget creation, all cost lines in the Cost Sheet under the same Revenue line, will be created in the Budget under the same Revenue line (with same Job Work Centre).
If Job the Job already has Job Work Centres, the descriptions will be updated with the descriptions on the Revenue line; if Job Work Centres do not exist, they will be created with the Work Centres from the revenue lines.

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• Import opens a list of supported imports, the default being wbImportCostSheetScheduleLinesWeb.

• Save & Close will attempt to Save and close the popup if the save succeeded.

• Save will attempt to commit all entered data to the system. If there are any errors, a red bar will display at the top of the screen with the error. You must fix these errors before the data will be committed to the system. A green bar will appear if the data has been saved.

• Close will close the popup and revert to the underlying screen.