Estimate Test Case

The test case allows the user to record and compare estimate calculations without modifying the original calculations and values. Using this feature it is possible to check the impact on the selected Estimate calculation, editing cost or Engineering settings. After the comparison, the differences between the compared versions will be displayed.

To be able to compare an Estimate, it is necessary to:

Create test case groups with Estimates whose calculations will be compared. For more information, refer to "Add Estimate Test Case Groups.”

Calculate the estimates with the current setting for later comparison. For more information, refer to "Calculate Estimate Test Cases.”

Perform the appropriate the setting changes.

Compare the Estimates recorded with the new setting. For more information, refer to "Compare Estimate Test Cases.”

5. Compare the results obtained before the editing with those obtained after the editing. For more information, refer to "View Differences in Estimate Test Cases.”

 

Information on the Estimate Test Case Record Window

Go to Sales > iQuote > Estimate Test Case

Tip: For more information on the buttons in this toolbar refer to “Standard toolbar” in Basic Navigation.

Tip: For more information on adding or editing search features refer to "Searching” in Basic Navigation.

Tip: For more information on how to add other information in columns, refer to "Views" in Basic Navigation.

Note: the Calculate button calculates estimates for comparison. The Compare button compares Estimates that were previously calculated.

 

Calculate Estimate Test Case

The user is required to have enabled the following access options, for calculating Estimate Test Case:

EPS > SALES > IQUOTE >   ESTIMATE TEST CASE > ADD TEST CASE

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Estimate Test Case or enter "Estimate Test Case" in the Quick Search field

Click the appropriate Estimate Test Case to select it.

Click Calculate. The following screen will open:

Click Confirm to start the calculation. At the end, the system version number on which the calculation was made is displayed in the column First calculation version.

Tip: It is possible to select multiple Estimates at once by clicking on the first estimate, holding down Shift and selecting the last Estimate in the list.

Tip: It is possible to calculate multiple Estimates at the same time using the calculation function by test case group. For more information, refer to "Calculate Estimate Test Case Groups.”

 

Calculate Estimate Test Case Groups

The user is required to have enabled the following access options, for calculating Estimate Test Case Groups:

EPS > SALES > IQUOTE > ESTIMATE TEST CASE > ADD TEST CASE

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Estimate Test Case or enter "Estimate Test Case" in the Quick Search field

Click More Actions.

Click Calculate Test Group. The following screen will open:

Select the test case groups you want to calculate by clicking the check box next to their names.

Click Confirm to start the calculation. When finished, the system version number on which the calculation was made is displayed in the First calculation version column.

 

Compare Estimate Test Cases

Tip: To be able to compare Estimate test cases, the user must previously calculate the appropriate estimates in the test case. For more information, refer to "Calculate Estimate Test Cases.”

 

The user is required to have enabled the following access options, for comparing Estimate Test Cases:

EPS > SALES > IQUOTE > ESTIMATE TEST CASES > ADD TEST CASES

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Estimate Test Cases or enter "Estimate Test Cases" in the Quick Search field

Click the appropriate estimate to select it.

Click Compare. The following screen will open:

Click Confirm to start the calculation. When finished, the system version number on which the calculation was made is displayed in the First calculation version column.

 

View Differences on Estimate Test Cases

Tip: To be able to view the differences between the original calculation and comparison of estimate test cases, the user must previously calculate and compare the appropriate estimates. For more information, refer to "Calculate Estimate Test Cases" and "Compare Estimate Test Cases.”

 

The user is required to have enabled the following access options, for adding test cases:

EPS > SALES > IQUOTE > ESTIMATE TEST CASES > ADD TEST CASES

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Estimate Test Cases or enter "Estimate Test Cases" in the Quick Search field

Click the appropriate estimate to view it. The following screen will open.

Note: the Engineering button allows the user to view the differences between the Engineering workflow. The Compares calculation button allows the user to view details on the cost differences.

 

View the differences calculated by the test case.

When finished, click Close.