1. Template v5 October 12, 2012 1 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 1 Infor LN: v10.3 - v10.4 Estimating Differences Rollout training Campus Course Code: 02_0021040_EEN0434_ELN August 2014 Henk Otjens

2. Template v5 October 12, 2012 2 Copyright © 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

3. Template v5 October 12, 2012 3 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Line Details Why and How

4. Template v5 October 12, 2012 4 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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

5. Template v5 October 12, 2012 5 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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

6. Template v5 October 12, 2012 6 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Cost and Service Items Why and How

7. Template v5 October 12, 2012 7 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Why It was not possible to use items of type Cost and Service in: Estimating Budgeting Requirements Planning

8. Template v5 October 12, 2012 8 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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!

9. Template v5 October 12, 2012 9 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Surcharges Why Business value Pain & perspective Business Requirement How Solution Overview Solution Process What Solution Details Solution Aspects Summary Demo

10. Template v5 October 12, 2012 10 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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®

11. Template v5 October 12, 2012 11 Copyright © 2014. Infor. All Rights Reserved. www.infor.com How Calculation of indirect lines also to be possible in LN to eliminate the risk of possible errors and missing updates

12. Template v5 October 12, 2012 12 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Introduce option to calculate indirect lines in LN Project Do so once the direct cost lines are known Solution: overview

13. Template v5 October 12, 2012 13 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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

14. Template v5 October 12, 2012 14 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Standard Surcharge Definition

15. Template v5 October 12, 2012 15 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Calculate flag on Estimate Version

16. Template v5 October 12, 2012 16 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Calculate Options Option is available to first delete previously generated indirect lines

17. Template v5 October 12, 2012 17 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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

18. Template v5 October 12, 2012 18 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Example Cost TypeCodeQuantityAmount Labor ENGINEER2 h100 Labor QA1 h10 Equipment Crane 200 Equipment 100 Total 410 LevelPercentageAmountTarget Cost ObjectSurcharge Method General10 G&ASales Labor5 Ind_CostCost Crane10 DeprecCost ENGINEER202 EURTravelCost Cost Object LineCalculationResultAmount setInclude in G&A10 % x 41041Sales ValueSales Ind_Cost5 % x 1105.5Cost Deprec10 % x 20020Cost Travel20 % x 100 + 2 x 224Cost + = Direct Indirect Surcharge

19. Template v5 October 12, 2012 19 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Summary Option in LN Estimating to calculate indirect cost and sales based on direct cost / sales and surcharges

20. Template v5 October 12, 2012 20 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Estimate and Requests for Quotation Why Business value Pain & perspective Business Requirement How Solution Overview Solution Process What Solution Details Solution Aspects Summary Demo

21. Template v5 October 12, 2012 21 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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

22. Template v5 October 12, 2012 22 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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

23. Template v5 October 12, 2012 23 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Solution: overview Estimate Line Request for Quotation Purchase Contract Purchase Order Price Book Budget Line New PRP Purchase Order Optional

24. Template v5 October 12, 2012 24 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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)

25. Template v5 October 12, 2012 25 Copyright © 2014. Infor. All Rights Reserved. www.infor.com 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

26. Template v5 October 12, 2012 26 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Summary Option in LN Estimating to use the capabilities on Requests for Quotation that LN Procurement offers

27. Template v5 October 12, 2012 27 Copyright © 2014. Infor. All Rights Reserved. www.infor.com Topics Line Details Cost and Service Items Surcharges Requests for Quotation

28. Template v5 October 12, 2012 28 Copyright © 2014. Infor. All Rights Reserved. www.infor.com