Create Estimates

You can use the Estimates search page to create estimates.

To create an estimate from the Estimates search page:

1. Click Create Estimates. This opens the Estimates page.
2. Enter or confirm the estimate title, business unit, and customer. The attribute and LOVs default as described in the following table:

   Estimates

   Required Fields	Attribute Description
   Estimates Title	(Required) Enter free text.
   Document Type	Contains LOV values from the ORA_RCL_SOURCE_DOC_TYPE lookup. The predefined values are: Service Work Order Service Request Return Material Authorization Third Party Work Order Third Party Service Request
   Document Number	For third party documents a tag value should be defined, such as EC_WO and EC_SR.
   Business Unit	(Required) Defaults from service work order, service request, RMA. There's no default for third party work order or third party service request.
   Customer	(Required) Defaults from service work order or service request. There's no default for third party work order or third party service request.
   Account	Filtered by customer party in Trading Community Architecture (TCA).
   Address	Filtered by TCA account sites, with the usage bill-to filtered by account, and associated with an address/reference set that's tied to the business unit.
   Item	Set up in the Default Inventory Organization profile option (INV_DEFAULT_ORG_ID). For service work order: Item associated with a work order asset (installed base asset). For service request: Item associated with a service request asset (installed base asset)
   Description	Description of the item.
   Asset	Defaults if there's an associated asset in the service work order or service request.
   Service Address	Defaults from the ship-to party site that's associated with the work order or service request service address ID (HZ_Location), and the debrief header customer party. Null if the work order or service request don't have a service address.
   Expiration Date	Choose a future date.
   Purchase Order	This is a free text field. If there's a purchase order associated with the service work order or service request, enter that value here.

3. Click Save and Continue to save the estimate header and continue adding estimate details.
4. Click Add Estimate to add estimate details. This opens the Add estimate drawer, so that you can add an estimate line.
   1. Enter the activity, item, description, quantity, and UOM for the estimate line.
   2. Click Add (or Save and Add Another, to add another line). The line should display in the estimate.
5. For each added estimate line, click the Amount link to review the amount for the item, the applied subscription coverages, and subscriptions in the Review Charge Amount drawer. In the Review Charge Amount drawer, you can click the Edit icon next to your price to add manual adjustments.
   Note: Clicking the Edit icon opens the Change estimate drawer, where you can make your changes. Click Update to confirm your changes and return to the Estimates details page.
6. In the Estimate details page, click Edit Details to open the Edit estimates drawer, where you can also review the header information, update the estimate status, provide a reason for the status update, and change other attributes.
   Note: The values in the Status and Reason LOVs come from the ORA_RCL_ESTIMATE_STATUS and ORA_RCL_REASON_STATUS lookups.
7. Click Done to return to the Estimates search page.