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Infor LN: v10.3 - v10.4 Estimating DifferencesRollout trainingCampus Course Code: 02_0021040_EEN0434_ELN
August 2014
Henk Otjens
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Agenda• Line Details• Cost and Service Items• Surcharges• Requests for Quotation
• Note: Knowledge of the Estimating module as present in LN 10.3 is assumed
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Why• On the overview session for Estimating Lines often scrolling is required to
get visibility of all the information as part of one line• This is not very intuitive
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How• To improve usability we introduce an option to view the details of one
specific estimate line• This to make it easier to check the available information
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Why• It was not possible to use items of type Cost and Service in:
• Estimating
• Budgeting
• Requirements Planning
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How• We allow the item types Cost and Service in the domains mentioned• They will be handled as part of the cost type Material
• Note: Project specific Cost or Service items are not possible!
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Surcharges• Why
• Business value
• Pain & perspective
• Business Requirement
• How• Solution Overview
• Solution Process
• What• Solution Details
• Solution Aspects
• Summary• Demo
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Why• Some estimating scenarios require the calculation of cost or sales value
based on direct cost elements• Surcharges in LN Estimating always had to be manually entered or
required the use of Microsoft Excel®
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How• Calculation of indirect lines also to be possible in LN to eliminate the risk of
possible errors and missing updates
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• Introduce option to calculate indirect lines in LN Project
• Do so once the direct cost lines are known
Solution: overview
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Solution: details• Procedure:
• Define relevant Standard Surcharge
• Set option to calculate Indirect Estimate lines on estimate version
• Enter (direct) Estimate Lines
• Run Calculate session to create indirect surcharge lines based on direct lines
• Review the results
• Result:• One Additional Line is created for the total of each applicable surcharge by estimate
version
• Additional Lines will increase Cost and/or Sales Amounts of an estimate
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Calculate Options• Option is available to first delete previously generated indirect lines
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Indirect Estimate Lines• Created estimate lines are of cost type Sundry Costs• Line Type for the created lines is Indirect• Cost and/or Sales Amount is set on the line• Surcharges are included in the Bid• Surcharges can be transferred to Budget
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ExampleCost Type Code Quantity Amount
Labor ENGINEER 2 h 100
Labor QA 1 h 10
Equipment Crane 200
Equipment <empty> 100
Total 410
Level Percentage Amount Target Cost Object Surcharge Method
General 10 G&A Sales
Labor 5 Ind_Cost Cost
Crane 10 Deprec Cost
ENGINEER 20 2 EUR Travel Cost
Cost Object Line Calculation Result Amount set Include in
G&A 10 % x 410 41 Sales Value Sales
Ind_Cost 5 % x 110 5.5 Cost Cost
Deprec 10 % x 200 20 Cost Cost
Travel 20 % x 100 + 2 x 2 24 Cost Cost
+
=
Direct
Indirect
Surcharge
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Summary• Option in LN Estimating to calculate indirect cost and sales based on direct
cost / sales and surcharges
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Estimate and Requests for Quotation• Why
• Business value
• Pain & perspective
• Business Requirement
• How• Solution Overview
• Solution Process
• What• Solution Details
• Solution Aspects
• Summary• Demo
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Why• In the estimating phase prices for items or services considered need to be
(re)established• For (new) items or services information of possible suppliers might be
required• Previously there was no provision for this, this could result in incorrect
prices being used
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How• Requests for Quotation can be created and reviewed for selected estimate
line(s)• Relevant information used for the estimate line
• Directly: Update based on the RfQ
• Indirectly: Use RfQ to update Price Book
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Solution: overviewEstimate
Line
Request for Quotation
Purchase Contract
Purchase Order
Price Book
Budget Line
New
PRP Purchase
Order
Optional
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Solution: details• Procedure:
• Mark the estimate line(s) for which an RFQ is required and
• Create Request for Quotation,
• Add Bidder(s)
• Receive Response(s)
• Verify the responses and update the Buy-from BP, Price and Date to estimate line. Note: the trigger to do so will be with the RfQ user. Origin of price will be ‘RFQ’.
• Alternatively convert the response to a price book and update the estimate line. Origin of price on the estimate line will be ‘Price Book’.
• Element and/or Activity are required on estimate line(s). This according to project settings. The Work Authorization Status can still be Free (for the RfQ process)
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Solution: aspects• The Create Request for Quotation is part of the Compute Prices set of
actions on the Estimating line• An RfQ can have relevance for multiple estimate versions
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Summary• Option in LN Estimating to use the capabilities on Requests for Quotation
that LN Procurement offers
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Topics• Line Details• Cost and Service Items• Surcharges• Requests for Quotation