EDGEBIC How-To

How to Set a Manual Cost Estimate on a Job in EDGEBIC

User Solutions TeamUser Solutions Team
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6 min read

To set a manual cost estimate on a job in EDGEBIC by User Solutions, open the manufacturing order and type a value into the Manual Est. Cost field, either in the edit dialog or inline in the Orders grid, then save. From then on, variance reports compare logged actual cost against your entered figure rather than the cost EDGEBIC rolls up automatically from the routing and work center rates. Clearing the field reverts the comparison to the automatic rollup. This is a reporting override, not a schedule or price change.

This is one specific task. For the price side of a job, see how to set a markup on a quote. The full task set lives on the EDGEBIC how-to hub.

Before You Start

  • The manufacturing order exists and is saved. A manual estimate attaches to a specific order.
  • The figure you want to use, as a decimal amount. This is usually a quoted or negotiated total you are accountable for.
  • An understanding that this is a variance reference only. It does not set the sales price or move any operation.

Step by Step

  1. Open the Orders tab in Drive Schedule.
  2. Select the job's row. Click Edit (the pencil), or click directly in the Manual Est. Cost column to edit inline.
  3. Type the manual estimated cost as a decimal, for example 8000.
  4. Click Save (or the highlighted Save Changes button after an inline edit).

What Changes When You Save

Saving stores your figure as the order's manual estimated cost. Variance displays in the reports now use this value as the reference baseline instead of the automatically rolled-up estimated cost. The rollup still exists and still recalculates when the routing or rates change, but it is no longer the number variance measures against while a manual estimate is present. Nothing about the schedule moves, and the sales price is untouched, because those are set from capacity and from markup respectively.

The change is per job, so every other order keeps its automatic rollup as its reference. This makes a manual estimate a safe, targeted edit for the one job where a quoted number differs from the routing math.

How to Check It Worked

Open a report that shows cost variance for the job, such as a job cost or earned value view. The reference or planned cost column should now read your entered figure rather than the rolled-up estimate. Log or import some actual cost, then confirm variance is computed against the manual number. If the report still shows the rollup, confirm the manual estimate saved on the correct order and that the field is not blank.

Common Mistakes

  • Expecting the price to change. The manual estimate is a cost reference for variance, not the customer price. Set price through how to set a markup on a quote or a typed unit price.
  • Confusing it with the product cost. The manual estimate is per job. The standard cost of the item is a product-level field, set elsewhere.
  • Leaving a stale figure in place. If the manual number no longer reflects reality, clear it so variance returns to the live rollup.
  • Editing the wrong order. Inline edits apply to the selected row. Confirm the job number before saving.

Next Steps

To see how a job's cost is built up in the first place, read how to see the cost breakdown of a quote. To review the number the manual estimate overrides, run the earned value report. The platform overview is at EDGEBIC, and more single-task recipes are in the EDGEBIC how-to hub.

Expert Q&A: Deep Dive

Q: We quoted a customer a flat 8,000 dollars for a job, but the routing rollup says 9,200. Which number will variance use, and how do I make it use ours?

A: By default variance uses the 9,200 rollup, because that is what the routing and work center rates produce. To make it compare against your committed 8,000, open the order, enter 8000 in the Manual Est. Cost field, and save. Variance reports now measure logged actual cost against 8,000, which is the number you are accountable for. The rollup still exists underneath, so if you later clear the manual figure the comparison returns to 9,200 automatically.

Q: I set a manual estimate months ago and now it looks stale. How do I get back to the automatic number?

A: Clear the Manual Est. Cost field, leaving it blank, and save. A blank manual estimate reverts the variance reference to the automatically rolled-up estimated cost, which recalculates from the current routing and work center rates. This is the right move whenever the manual figure no longer reflects reality and you would rather trust the live rollup. Check a variance report afterward to confirm the baseline moved back to the rolled-up value.

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