Momscode - Metlis-Estimation

Estimation Process

1. Create Service Category

Add a new Service Category

2.Create service Name

Add a New Service Name

3.create Resource type

4.Create BoM template Category

Select BOM template --> add a Name -->BOM Template Category --> then save

5.Create Project Estimate

add a project Name ,Warehouse, Cost Center and Estimate BOM Details

then save

6.Create Estimate BOM

then select Estimate BOM under the create button

Fill the mandatory fields are

• Service Category
• Project Estimate
• Service Description

Add Raw Materials and Activities

Then Save and Submit

7. Create Opportunity

8. Create Quotation

Create Quotation from Opportunity

9. Create Sales Order

10. Create PBOM

11. Material Request