The Calculations Module

Engineering Calculations

On the module start page, you search for and select an existing calculation or create a new calculation. The calculation then opens.

Immediately below the navigation bar, you see the button bar. This screen contains - in addition to the general buttons - the following module-specific buttons:

•     Include in Calculation. [...].
•     Mark Calculation as Complete. [...].
•     Quote Request List. This opens the Quote Request List in the Quote Requests module , allowing you to request a quote for the lines in the calculation.
•     Calculation List. This opens the Calculation List. This list contains the sales quote lines that can be included in the calculation.
•     Refresh Prices. Recalculate the prices in the calculation. Useful when using a calculation made in the past. This calculation can easily be recalculated with current prices.

• Refresh Coverage and Calculation Percentages. This coverage is recorded in the administration settings. If these have been changed in the meantime, the changes are adopted into the calculation under this option.
• Refresh Net Prices. Material prices are updated and recalculated. Manually entered prices are not adjusted.
• Overwrite Entry Prices. Under this option, manually entered prices are also adjusted.
• Overwrite Only 0 Values. If only manually adjusted zero prices need to be changed, this option can be chosen.
• Refresh Prices. Operation rates are updated and recalculated. Manually entered rates are not adjusted.
• Overwrite Entry Prices. Under this option, manually entered prices are also adjusted.

Calculation Header

Immediately below the button bar is the calculation header. In the fields of the header, you enter the data applicable to the entire calculation.

Calculation

• Calculation. The serial number is automatically generated by MKG after creating the sales quote based on the configured process numbering (see Administration Settings Process Numbering).
• Article. If the quote concerns an existing article, the article number is presented here.
• Description. Text field to display the description of the calculation.

Tab End Products

When the calculation header is manually created, the end product must be defined first.

In most cases, the end product is automatically generated from the sales quote line. This end product is automatically linked to the calculation after the 'Include in Calculation' action in the Sales Quotes module.

The 'End Products' tab contains the end product of the calculation. This tab contains, in addition to some general buttons, the following module-specific buttons:

•     Validate. [...].
•     Include in Calculation. [...].
•     Mark Calculation as Complete. [...].
•     Create Article. This allows you to directly create an article from an end product or semi-finished product line during the calculation. If a line is derived from an article (the article number is filled in for that line), it is no longer possible to create an article from it.

How to include a sales quote in the calculation?

Tab General

On the 'General' tab, the general information of the calculation is displayed.

General

• Description 2. Additional description field.
• Description 3. Additional description field.
• Calculation Type. Select a type from the process table Calculation Types .
• Production Order Type. Select a type from the process table Production Order Types .
• Memo. Text field.

Quote

When the end product has resulted from a sales quote line, the information from the associated quote header will be displayed here.

• Sales Quote. The linked sales quote number.
• Relationship. The linked relationship.
• Project. The possible project number.
• Our Reference. The possible reference.
• Your Reference. The reference of the relationship.
• Receipt. The receipt date of the price request.
• Response. The desired date on which the quote is offered.
• Delivery Date. The delivery date of the product.
• Order Quantity. The order quantity for which the quote is issued.
• Seller. The handling seller.

Tab VC Materials (all)

The number of available addresses for this relationship is displayed in the label of the 'Addresses' tab. This tab contains no module-specific, only general buttons.

Tab VC Operations (all)

The number of available contacts for this relationship is displayed in the label of the 'Contacts' tab. This tab contains, in addition to the general buttons, the following module-specific button:

•     Anonymize Contact. This allows you to make all personal data in current and historical orders unrecognizable. You will receive a pop-up asking if you are sure you want to anonymize the data of this contact. Note! This action is irreversible.

Tab Translations

The label of the tab indicates how many notifications are linked to this relationship. The tab contains the list of notifications. The tab contains no module-specific, only general buttons. In the Detail screen below the list, you see the 'Responses'. You manage notifications in the Notifications module.

Tab Notifications

The 'Activities' tab contains the activities linked to this relationship. You manage activities in the Activities module . The tab contains, in addition to the general buttons, the following module-specific buttons:

•     Mark as Completed. Mark an activity as completed.
•     Include Underlying Processes. Show the underlying processes.

Tab Documents

The label of the tab indicates whether this relationship is a debtor or not. The tab contains the 'Debtors' group, where you can create a debtor. Below is the 'Sales Quotes' group.

•     New. Open the 'Document Maintenance' screen:

• File. Search for a document on your PC or network.
• Add Options. Three available options for the document: copy, move, or include as a shortcut.
• Description. Input field for a self-chosen description.
• Categories. Select a document category from the Document Category table .
• Management Option. Three options: 'Do not include document', 'Create link to document', and 'Copy document'.
• References. Possibility to configure various references.
•     Edit. Edit an existing document.
•     Delete. Delete a document.
•     Save. Save the entered changes.
•     Cancel. Cancel the entry without saving. Unsaved entries are deleted.
•     Include. Create a new notification.
•     Open. Open an existing document.
•     Print. Print a document.
•     Email. Send a document via email.
• Categories. Select a document category from the Document Category table .
•     Include Underlying Processes. Show the underlying processes.
•     Options. Opens the 'Document Options' screen, where you set which documents you want to include during a process transition:

• Sales Quote to Sales Order.
• Sales Quote Line to Sales Order Line.
• Sales Order Line to Production Semi-finished Product.
• Pause When Printing. Allows you to set a delay applied after sending a print command for a document.

Related

•     Statuses and Actions Calculation
•     Administration Settings Calculation