Adding Assembly to Estimate for Release

Step 1

Make sure BOM on Genius matches with the CAD Model and its ETM properly in order to have updated Bills of Manufacturing.

Open Estimate Module> Navigate to the job provided > Double click to select the estimate.

Step 2

Adding a sub-assembly to estimate for release in production.

Select the parent where the assembly belongs > Click on Add Item

Step 3

Search for the sub-assembly and enter appropriate quantity required.

Search for the assembly number > Update qty if required > Save

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Step 4

Once item is added to estimate, it should look something like the picture below. New items are denoted by a green plus sign.

Hit Save button to submit.

After save, it will be available under work order management for the supervisors to approve and release it under production.