Inforln.com ERP 10.3 &10.4 Estimating Differences

1Copyright © 2014. Infor. All Rights Reserved. www.infor.comCopyright © 2014. Infor. All Rights Reserved. www.infor.com 1

Infor LN: v10.3 - v10.4 Estimating DifferencesRollout trainingCampus Course Code: 02_0021040_EEN0434_ELN

August 2014

Henk Otjens

2Copyright © 2014. Infor. All Rights Reserved. www.infor.com

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


Line DetailsWhy and How


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


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


Cost and Service ItemsWhy and How


Why• It was not possible to use items of type Cost and Service in:

• Estimating

• Budgeting

• Requirements Planning


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!


Surcharges• Why

• Business value

• Pain & perspective

• Business Requirement

• How• Solution Overview

• Solution Process

• What• Solution Details

• Solution Aspects

• Summary• Demo

Hilde Schoonhoven

Voeg een Agenda toeVeel mensen hebben structuur nodig. Om te weten waar ze zich bevinden in het verhaal.Overweeg om deze agenda te herhalen bij de start van de How, waarbij eventueel al een korte summary van de why kan komen, als dit een lang verhaal was ten minste.


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®


How• Calculation of indirect lines also to be possible in LN to eliminate the risk of

possible errors and missing updates


• Introduce option to calculate indirect lines in LN Project

• Do so once the direct cost lines are known

Solution: overview


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


Standard Surcharge Definition


Calculate flag on Estimate Version


Calculate Options• Option is available to first delete previously generated indirect lines


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


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


Summary• Option in LN Estimating to calculate indirect cost and sales based on direct

cost / sales and surcharges


Estimate and Requests for Quotation• Why

• Business value

• Pain & perspective

• Business Requirement

• How• Solution Overview

• Solution Process

• What• Solution Details

• Solution Aspects

• Summary• Demo

Hilde Schoonhoven

Voeg een Agenda toeVeel mensen hebben structuur nodig. Om te weten waar ze zich bevinden in het verhaal.Overweeg om deze agenda te herhalen bij de start van de How, waarbij eventueel al een korte summary van de why kan komen, als dit een lang verhaal was ten minste.


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


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


Solution: overviewEstimate

Line

Request for Quotation

Purchase Contract

Purchase Order

Price Book

Budget Line

New

PRP Purchase

Order

Optional


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)


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


Summary• Option in LN Estimating to use the capabilities on Requests for Quotation

that LN Procurement offers


Topics• Line Details• Cost and Service Items• Surcharges• Requests for Quotation

Inforln.com ERP 10.3 &10.4 Estimating Differences

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