Now start filling in the detail
The qty of the schedule line is the requested amount on the schedule for quoting.
The Schedule Line Details is the full Qty and Value to complete the Qty specified in the Schedule.
In the above example
Eg. Line 102 is to deliver 1850 m3. This takes 200 Hours of labour and 100 Hours each of a digger and truck.
This has told us that it costs $11.08 per m3 to 'strip topsoil to temporary stockpile'
If there was not already a Sell Rate imported you can then enter the sell rate required on each of the Schedule Lines. This shows the margin per line. (or Markup dependent on Control Parameter setting)
Work Centre
The Work Centre on the Schedule Line Details can come (in priority order) from the Lines on the BOM where imported, the Cost Sheet Header, the default on the chosen Activity or from the drop down.
Process
This dictates what happens with this line on Create Procurement. See Quotes Manual for detailed analysis. Confirm the selection as the default differs from whether imported or manually entered.
There are 2 ways to populate the Schedule Line Details.
- Bill of Material. You can select a BOM which already has the Labour, Plant, Items or Activities set up for the production of each unit of the Schedule line. (It can even be advantageous to create the BOM with no QTY's so that it brings the lines in and then you can enter the Quantity manually and delete lines not wanted.)
See BOM creation in Setup.
- Manually. You can enter the Labour, Plant, Items or Activities lines manually
Bill of Material entered Schedule Line Details
With the Schedule Line highlighted enter a Bill of Material Code or select from the Drop Down. You can enter many BOM's and they will just keep adding to the Schedule Line Details.
This has taken the BOM Lines and multiplied each line with the Schedule Quantity. Eg. 500 * 0.12 = 60
Notes:-
- When you import the lines from the BOM it does not validate against the Activity Group on either the Quote Header or Cost Sheet Header. Please make sure that you have created the BOM's fit for the specific use.
- When you enter a Work Centre on the BOM lines this takes precedence over all other Work Centre defaults.
- 'L' Labour lines will only come through if the BOM line had no unit Cost. On import it uses the Employee Class for the Unit Cost.
Manually entered Schedule Line Details
There are 5 types of lines.
Item
In Line Code -Select or search (F4) the Item. Activity, Work Centre, Process and Cost Rate will default and can be edited.
The Supplier will default from the Catalogue attached to the Item. Where there is more than one Catalogue for that Item, nothing will initially display but choose the Supplier from the drop down.
Plant
In Line Code -Select or search (F4) the Plant Item. Activity, Work Centre, Process, the Rate Code and Cost Rate will default and can be edited.
Activity
You need to select the Activity Code, Process, Quantity and Rate. The Work Centre will default.
Labour
You need to select the Employee Class, Activity Code and Quantity. The Cost Rate will default from the Employee Class. The Line Code will populate automatically from the Employee Class. The Work Centre will default.
Catalogue
The Catalogue allows you to select Docket Schedule Lines or Catalogues for the purposes of creating a cost on the quote. You cannot procure these lines.
In Line Code press (F4) to access the Lookup.
Search the Standard Catalogue
For best result select a Supplier or Catalogue filter
Search the Docket Costing Schedule
For best results filter for the Costing Schedule.
Once the Docket or Catalogue Line is selcted all the relevant detail is defaulted through.
Enter the Quantity.
Cost Sheet View
Quote View.