Estimate Bid Management

Thank you very much for the detailed response. This answers my question!

I am attempting to create the scenario you described above and I’m unsure of one item. If I am producing a part that has a stamping operation at my primary site, and then it will be shipped to our other facility for a welding operation, how do I represent that in the estimate? I do not see where I can add operations for the remote site work. Thank you!

OK let see if I got this correct. The intention isn’t to procure a full multi-site planned part is it just to procure an operation, an outside operation which in you case is supplied from another site. The you must set up an outside operation with your internal supplier as the supplier for the work center. Create a Supplier for Purchase Part record representing the Welding operation. For the relevant part in your estimate structure you add the operation representing the welding, use the work center and use the list of value to select the Outside Operation Item.

What happens now is that this operation is consider as a purchase, so we consider the price of the Outside Operation Item instead of calculating the operation cost as for an internal operation.  The price is retrieved according to the hierarchy described in my previous answer. This means that when you perform you calculation the price of the Outside Operation Item will be considered as  a part of the operation cost for the part .    

Yes, that is correct. We were instructed to setup our IFS solution in that manner. No shop orders should span multiple sites (prior to IFS, we had Shop Order that would cross through multiple plants). We have parts that start in one facility, have an operation performed to them, they are shipped to another facility for additional operations, then are shipped out the customer. The way it was explained to us, is that there should be a shop order created for that operation in plant A, that shop order closes, the parts are shipped to plant B, and a Shop Order in plant B finishes the operations to that part. From what I understand, that is accomplished through distribution orders and the Planning Network MRP. We were told this was the only way to have costs allocated properly (labor, sales, etc.) as well as achieve a plant-level P&L. I hope that is correct...

The thing you refer to is the execution part of the shop order containing the outside operation for the welding operation. I guess this setup is done or recommended by a consultant based on your business. So, I cannot and shouldn’t comment around that since I am not familiar with your business.

What’s described in my previous answer is just how the estimate is intended to be used if there is an outside operation included in the work scope (in your case an internal supplier at another site), setup of execution is something else.  

Understood. Yes, it was based on consultant recommendation. Thank you again for shedding light on this!