Increase Profitability and Win More Business with Exceptionally Accurate Estimates
Do you know if a new part is going to make you money or cost you money? Do you lose business to your competitors because your estimates are too high? Sage MAS 500 provides detailed estimating capabilities to help you increase business while improving your bottom line.
Estimates provide more than an educated guess regarding total cost of production because they include materials, outside processing and labor as well as overhead rates and one-time charges for tooling and engineering. adsf Estimates can be converted to a customer quote or directly to a sales order with a simple mouse-click. Further, an estimate may be copied to or from an existing routing and bill of material. This allows you to quickly create new estimates based on similar items or previous estimates. Estimates can even be created from existing Work Orders. This is critical because you can use the actual material quantities, scrap yields, and actual costs from a similar job to produce more accurate quotes.
Enable your estimating department by providing flexible markup codes for up to five different quantities of parts. You can choose how to mark up materials, labor, outside processing, tooling, and other costs.
Final estimates provide insightful production information including total cost, cost per piece, total price, price per piece and gross profit.
Estimating is compatible with either Light or Advanced Manufacturing. The optional Product Configurator module can help engineers by allowing them to create customdesigned routings and bills of material using sophisticated configuration rules. These configured routing and bills of material can be copied to a new part estimate.
Web-Based Reporting
All Estimating reports can be generated and viewed through Microsoft Internet Explorer with our Web Reports module, at the same high level of security as with the module’s standard output.
Reporting Features
Maintain custom form layouts for printed forms used throughout all Sage MAS 500 modules.
Tailor forms to your organization’s design requirements.
Export all report data to an external file. Data types supported include ASCII text, delimited, Excel, Lotus 1-2-3, HTML, RTF, or Microsoft Word.
Output any report to the screen, a printer or a variety of file formats.
Create customized, presentationquality reports through Crystal Reports software.
Reports
Estimate Printing
Customer Quotation Printing
Past Due Estimate Approvals
Estimate Markup Code Listing
FEATURES:
Cost Calculations
Estimating pulls inventory costs, work center rates and other data to accurately calculate both costs and prices for new parts.
Use raw materials and component item costs from inventory in new part estimates.
Set up new labor standards for production processes while utilizing existing work center overhead rates.
Include incremental scrap costs, setup, re-setup, and additional laborrelated costs.
Include one-time costs such as tooling or engineering for more accurate estimates.
Integration
Eliminate duplicate data entry by using the copy-from and copy-to features in estimate entry.
An estimate may be created from scratch or copied from an existing estimate, work order, or routing/bill of material and changed on a same-as-except basis.
Estimates can be converted directly to a customer quote, sales order, work order or a part routing/bill of material.
A bill of material from popular CAD programs can be imported into Estimating using a built-in import utility.
Multiple Quantities
Engineers can create estimates and quotes containing multiple quantities of items — each with different markup codes.
An estimate and quote may contain up to five different quantities of parts.
Each quantity on an estimate may be assigned a different markup code.
Markup codes contain markup percentages for materials, labor, outside processing, one-time charges, and other production costs and operations.
Notes
Create internal estimate notes and external notes that appear on the customer quotation.
Virtually unlimited internal notes can be created for each estimate. Internal notes print on the estimate but not on quotations.
External notes appear on both the internal estimate and the customer quote.
General notes may be entered for each material, labor, or outside process step required in the production of the estimated part.
Estimate Dates
Assign dates to each estimate to track expiration dates, estimated start dates and more.
Multiple dates may be entered to identify the estimate entry date, promised date, required date, order date and manufacturing release date.
Estimates and quotes may include an expiration date.
Tools and Utilities
Multimedia and CAD integration improves the estimating process.
Multimedia objects, including video, audio and scanned images may be attached at the header or operation detail level.
A built-in CAD viewer provides an online view of engineering drawings for parent and child items.
Estimates may be routed electronically via popular e-mail systems to members of approval groups for sign-off on changes made to the estimate.
If you have purchased Advanced Planning and Scheduling you can phantom schedule a quantity of estimated parts to see how the order will affect the master schedule.
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