| # Estimate Versions (tpest1100m000) use.session.to create or display estimate version. The estimate versions are part of an estimate project. Each estimate version uses structural elements to structure an estimate. An estimate-version structure can be an imported activity structure, element structure, cost component structure, or extension list. These structures are imported from an existing project. A You can also link a user-defined structure to an estimate version. Initially, the project-structure data for the estimate version might not be available. Therefore, you can even use an estimate version without a linked structure. Project The code that identifies the project. Description The description or name of the code. Project The project status. Version The code that identifes the estimate version. Description The description or name of the code. Status and Phase The status of the estimate version. Status and Phase The status of an estimate-version determines whether changes can be made both to the version data itself as well as to the related estimate line. If the version status is Free, you can add structures to the version, change the version amount, and so on. For example, you can swap the primary structure with one of the additionally added structures. If the version status is Final, the version is frozen. You can change the status back to Free and change the sort structure. Phase Identify the phase of the estimate. This field is an information field. Sold-to Bus. Partner The sold-to business partner of the project. Creation Date The creation date of the estimate version. Estimate Date The initial value is the start date of the project. The date is used to calculate the currency rates. If the estimate uses an activity structure, the currency rate of its estimate lines can also be determined by the activity start date and end date. Exchange Rate Type (Costs) The default exchange-rate type is the cost exchange rate type of the General Parameters (tppdm0100s000) session. Currency currency Currency Rate/Rate Factor rate / rate factor Exchange Rate Type (Sales) The default exchange-rate type is the revenue exchange rate type of the General Parameters (tppdm0100s000) session. Tax Method The tax calculation method used for the project. Infor ERP LN defaults the value from the Tax Method field in the Project (tppdm6100s000) session. You can change the value. Following are the possible values: Composition: Select the option when there is no segregation of material and service components for each element or activity. Identification: Select the option when material and service components for each element or activity can be identified. Not applicable: Select the option when tax is not applicable for the project. The Tax Code field is disabled. For more information, refer to Overview of tax in projects. Tax Code The aggregate tax code. When the Tax Method field is set to Composition, the tax code is used to calculate the taxes in the sales transactions. When the Tax Method field is set to Identification, the tax code defined in this field is not considered. The tax code defined for the structural element is used to calculate the taxes in the sales transactions. Related topics Example of aggregate tax code Tax Code The description or name of the code. Version Amount The amount assigned for this version. Note Version Amount = or > (Profit Fee + Management Reserve + Distributed Amount) - Undistributed amount. Version Amount in Home Currency The version amount in home currency. Profit Fee The amount allocated as profit fee. This amount is not mandatory, but helps provide insight into how the top-down estimate is calculated. Profit Fee in Home Currrency The profit fee amount in home currency. Management Reserve Specify the amount to be allocated as management reserve. Management Reserve in Home currency The management reserve amount in home currency. Distributed Amount The estimated landed cost amount of the total top-down estimate. The estimate view is on the top primary structure element. Distributed Amount in Home Currency The distributed amount in home currency. Undistributed Amount Undistributed amount = Version Amount - (Profit Fee + Management Reserve + Distributed Amount). Undistributed Amount in Home Currency The undistributed amount in home currency. Primary Structure primary structure Description The description or name of the code. Structure Type For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types. Additional Structure 1 The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate. Description The description or name of the code. Additional Structure Type For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types. Additional Structure 2 The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate. Description The description or name of the code. Additional Structure Type For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types. Additional Structure 3 The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate. Description The description or name of the code. Additional Structure Type For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types. Additional Structure 4 The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate. Description The description or name of the code. Additional Structure Type For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types. Additional Structure 5 The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate. Description The description or name of the code. Additional Structure Type For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types. Additional Structure 6 The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate. Description The description or name of the code. Additional Structure Type For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types. Additional Structure 7 The code of the estimate-version structure. The additional structures are used next to the primary structure. If you enter an additional structure code in the sort structure field, you can use the structure in the Estimate Lines (tpest2100m000) session as an alternative view on the estimate. Description The description or name of the code. Additional Structure Type For an estimate version, you can define eight structures: one primary and seven additional structures. The primary structure used to define the estimate. One of the additional estimate-version structures can be used to sort estimate lines. The grouping of structural elements creates an extra view. Each estimate version can only have one of each of the project-related structure types. Sort Structure You can use this field to sort estimate lines of an additional estimate-version structure. The sort structure cannot be the primary structure. Description The description or name of the code. Sort Structure Type The sort structure type. |