Load estimating materials into Production Control
You can send items from the currently open estimating job to a new or existing production control job by using the Load Material Into Production Control and Load Selected Material Into Production Control commands.
Load all items into a production control job
- In the Estimating dialog, click the Estimating ribbon tab.
- On the menu, select Load Material Into Production Control.
-
In the Select Production Control Job dialog box, do either of the following:
To
Do this
Load the items to an existing production control job - Select the production control job in the list.
Load the items to a new production control job - Click Add.
- In the Production Control Job Edit dialog box, type a job number.
- Modify the other properties of the production
control job according to your needs.
Note that you can also modify the properties later.
- Click Save.
- To create the production control job, click
Yes in the confirmation dialog box.
The Production Control Job Edit dialog box closes.
- Select the new production control job in the list.
- If you want to use the item number as the piece mark in the production control job, select the Use Item # as Piece Mark checkbox at the bottom of the dialog box.
-
Click
OK.
The Estimating Import Filters dialog box opens.
- To only load specific types of items, in the Estimating Import Filters dialog box, select a filter type in the Type list, and click Select.
-
Do one of the following depending on the
filter type:
- Click the arrow buttons to move the items that you want to load to the Included list.
- Type the maximum and minimum values for items that you want to load.
-
Click
OK.
To further limit the items to be loaded, repeat steps 6 to 9 for the necessary filter types.
- Click Import.
The material is loaded into the selected production control job. After the process is finished, click OK to close the Import Items dialog box.
Load selected items into a production control job
-
In the Estimating dialog box, select the items that you want to load to a production
control job.
To select multiple items, hold down Ctrl.
To select a range of subsequent items, hold down Shift.
- Click the Estimating ribbon tab.
- On the menu, select Load Selected Material Into Production Control.
-
In the Select Production Control Job dialog box, do either of the following:
To
Do this
Load the items to an existing production control job - Select the production job in the list.
Load the items to a new production control job - Click Add.
- In the Production Control Job Edit dialog box, type a job number.
-
Modify the other properties of the production control job according to your needs.
Note that you can also modify the properties later.
- Click Save.
- To create the production control job, click Yes in the confirmation dialog box.
- Select the production job in the list.
- If you want to use the item number as the piece mark in the production control job, select the Use Item # as Piece Mark checkbox at the bottom of the dialog box.
- Click OK.
The material is loaded into the selected production control job. After the process is finished, click OK to close the Import Items dialog box.