How to Apply a Scenario to a Quote in EDGEBIC

Applying a scenario to a quote in EDGEBIC by User Solutions copies the winning what-if's simulated dates, hours, and cost onto the parent quote, and nothing else: the real BOR, capacity, and schedule are untouched. It is the final step of a what-if study, the point where you commit a decision to the quote after comparing alternatives. The scenario must be simulated first, and the price stays yours to re-set.

If you have not built the scenarios yet, start with how to create a what-if scenario. This page is the apply step, one of many tasks mapped on the EDGEBIC how-to hub.

Before You Start

• A quote exists and has been simulated at least once. Scenarios are children of a quote, and the base simulation is your comparison baseline.
• At least one scenario has been simulated. Apply to Quote refuses a scenario that has never run or was edited since its last run.
• You know which number decides the choice: the end date, the cost, or the utilization. Comparisons are meaningless without a criterion.

Step 1: Run the Simulation

Open the Quote tab, select the quote, and click Scenarios to open the What-If Scenario Analysis view. Select your scenario in the left list and click Run Simulation.

Read the Simulation Results group: estimated start date, estimated end date, lead time, total hours, estimated cost, and profit margin. Each run overwrites that scenario's stored results, and nothing touches the shop plan, so you can adjust parameters and re-run as often as you like.

Step 2: Compare and Pick a Winner

Open the Comparison Analysis tab. Under Select Scenarios to Compare, tick the scenarios to include, and remember that only simulated scenarios can join. The three chart tabs are Lead Time, Cost, and Utilization, each showing one bar per selected scenario.

Read utilization, not just lead time. A scenario that wins by running a machine above 100 percent for three weeks is a plan with zero absorption for a breakdown. The utilization chart exists precisely to catch that.

Scenario simulations always run forward. For a backward, finish-by quote, judge each scenario by comparing its estimated end date against the customer's wanted date yourself, because the just-in-time framing does not carry into scenarios.

Step 3: Apply the Winner to the Quote

1. Select the winning scenario in the list.
2. Click Apply to Quote.
3. Confirm the prompt.

EDGEBIC writes the scenario's estimated dates, hours, and cost onto the parent quote and closes the scenario view. If the scenario was never simulated, or was edited since, you get the message Cannot apply scenario, please run simulation first, which means return to Step 1.

Step 4: Re-Price if the Cost Changed

Apply to Quote copies results, not price. If the winning scenario cost more than the baseline, re-apply your markup on the quote so the unit price reflects the new cost. This is a deliberate second action, so a scenario cost change never silently rewrites what the customer sees.

What Changes When You Apply

The parent quote's estimated dates, hours, and cost change, and the quote is marked simulated. The quote's unit price does not change, and neither does the product's real BOR, any work center, or the production schedule. A scenario simulation is discarded after its numbers are read; no capacity is reserved, and no real job moves.

The consequence is important: applying an overtime or vendor scenario stamps the promise, but until you actually add the shift, the per-day override, or the routing change in the real data, a Drive Schedule run behaves like the baseline. Scenario promises need real-world follow-through before you convert the quote.

How to Check It Worked

Return to the Quote tab and open the quote. Its estimated end date and cost should now match the scenario you applied, for example an end date of 08/05 and a cost of $9,830 from a second-shift scenario. If the numbers still show the baseline, the apply did not confirm, or a stale scenario was in play. Re-run the simulation and apply again.

Common Mistakes

• Applying before simulating. A scenario with no current results cannot be applied; run it first.
• Forgetting to re-price. The unit price does not follow the cost; re-apply markup yourself.
• Selling a scenario you never made real. Applying updates the quote, not the routing or capacity. Make the real change before converting.
• Comparing a forward scenario to a backward quote directly. Scenarios run forward; compare end dates to the customer date by hand.

Next Steps

When the customer accepts, turn the quote into work with how to convert a quote into a manufacturing order. See how quote simulation fits the wider engine on the EDGEBIC product page.