Custom Board Sizes
Overview
Custom Board sizes are generally needed in a packaging environment where an organisation needs a specific size packaging board or a corrugated backing board.
Typically, you only want to estimate the square metre of the board and create the sheet in materials when the Quotation is accepted.
How It Works
When a sheet with blank Depth and Width is added to a Standard Estimate (as a Substrate), the Sheet Size assumes the Work Size.
When the Quotation is accepted, you can create the sheet in Materials as follows:
- Right-click the substrate and select Add to Materials.
- A Material item is created with the Sheet size used in the Estimate.
- If the linked Material sizes are not blank, the software assumes that a material already exists and an error message is returned.
Setting Up
- The board used for estimating must be created in a Material Category where Type = Sheets.
- Leave the Depth and the Width fields blank.
- The Supplier price must be created in sq.m or kg so it adjusts to the required size.
Info
If the default Unit on the material is ea (each), the Quantity is converted to each when the Work Order is made without first creating the Sheet in Materials.