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Manual Ifs Estimaciones

This document provides instructions for preparing, approving, and sanctioning estimates for maintenance work using the IFS Applications software. It describes how to create a work order, enter estimate details including materials and labor, and attach supporting documents. It also outlines the authorization process, including obtaining approvals from higher levels of management depending on the sanctioning authority, and changing the work order status as it progresses through approval. The final steps include entering the sanction number once fully authorized.

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Eleazar Briones
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155 views21 pages

Manual Ifs Estimaciones

This document provides instructions for preparing, approving, and sanctioning estimates for maintenance work using the IFS Applications software. It describes how to create a work order, enter estimate details including materials and labor, and attach supporting documents. It also outlines the authorization process, including obtaining approvals from higher levels of management depending on the sanctioning authority, and changing the work order status as it progresses through approval. The final steps include entering the sanction number once fully authorized.

Uploaded by

Eleazar Briones
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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IFS Application

User Manual

For
ESTIMATE

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INDEX

1. Introduction...3
2. ESTIMATES FOR MAINTENANCE .3
3. PREPARATION OF ESTIMATE ..4
4. HOW TO SANCTION THE ESTIMATE:..16

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1. Introduction
For any work the preparation of estimate may exist.
The preparations of estimate are two types
Preventive maintenance works that involves renovation of old equipments, bus strengthening, replacement of
insulators and painting works etc.,
Break down maintenance works that involves erection of towers, equipments etc.,
Any other Civil/Telecom maintenance or renovation works
2. ESTIMATES FOR MAINTENANCE:
STEP 1:
PATH: IFS Applications-> Work Order Management -> Active Work Order ->Prepare Work Order.
Prepare work order screen
Click New
Type the name of work in Directive.
Select the object ID (Sub Station Object ID/Line ID/Equipment ID)
Select the Executing Department from LOV (List of Values)
Select Work type (Financial Work order of the SS)
Start and completion (date and time of planning completion and planning starting).
SAVE the information by clicking on the save
Now one work order No automatically generates.
Now the remaining tabs like prepare, material, requisition etc., are enabled

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3.

PREPARATION OF ESTIMATE:

Click on Requisitions Tab for entering the estimate details.


Click New and Select the site specific prefix (EST-)
SAVE the information by clicking on the save

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Select the Part Requisition Lines tab if material is required to be purchased.


Select new and enter the following details in the line level
Part No. from LOV (List of Values)
Original quantity
Unit measurement
Purchase group
Price per currency.
Check estimate price.
SAVE the information by clicking on the save

For entering the labor component, click on No part Requisition Lines tab
Select new and enter the following details in the line level
Enter description of work
Original quantity
Unit measurement
Purchase group

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Price per currency.


Check estimate price
SAVE the information by clicking on the save

NOTE: Only the Abstract estimate portion will be entered in the Requisition and report to accompany the
estimate is attached in the out put type.
Now, to Attach the detailed estimate, data sheet, lead charts, drawings etc. if any has to be attached using
document management.
Process for attaching the Detailed estimates:

Now, click in any of the fields of the header in requisition tab and go to Connected objects
Click here:

a new window will open with the following description: Requisition No: XX, WO No: yy
Here, select the empty line below and RMB on the screen
Options will pop up: now select the Create New Document Option

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Now options to create a new document will come: Here Select the Document class from LOV, and enter the Title
(user defined: can be name of the work itself):

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Here, after entering the basic data, Click Ok; Now, a new Line is added in the documents tab showing all the data
entered in the previous screen.

Now, select the newly created line and RMB then select File Operations >> Check in Document

After selecting the option, a window will pop up to choose file from the local hard drive.

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After selecting the path, in look in; select the Files of type: as MSEXCEL and select the file name from the list of
the folder then click Open
Here: now message is popped up but the document will be transferred from the local hard disk to the server
through FTP.
Now to check whether the correct document is attached or not: select the line and do RMB on the line, then select
Document Info.

Now, a new screen will appear with full options for the document.
In this screen the user can specify document specific options, such as access roles, approvals etc.,

Here, the user has the option to restrict to edit the original document by list of persons who are given edit access
to this document. This is done by uncheck the option Update allowed during approval

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when the Update allowed during approval tick is removed, the users with edit access can
Now, go to Access tab to give access to the concerned persons (edit, view)

The person who is attaching the document is the administrator of the document. Hence, his rights cannot be
removed.
Also, if the document is required to be approved then go to Approval Tab then select the persons to be approved
starting from the sequence of approvals.
For ex: 1-EE, 2-SE, 3-CE, 4-DIR. Etc.

Save the Document and then on the Document Info main screen,

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Similarly, other files such as data sheet, lead chart etc. are also added in the similar manner and the access for
each file is set.

Attaching name of the work and report to accompany the estimate.


Attaching documents like calculations and drawings.
SEE IN HOW TO ATTACH DOCUMENTS
RMB on the screen (click right mouse button)

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1. Fetch the required authorization rule (template id) as per the sanction authority.
Table 6:
Purchase requisition authorization rules
Attach template
This completes the entering of estimate.
STEP 2:
RMB on the screen (click right mouse button)
Select Work order status
From this select Prepared. (This is done from the user ID of AE (T) in the division office).
Now status has been changed to Prepared.

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4.HOW TO SANCTION THE ESTIMATE:


Now, DE Login from his User ID (DETLSS1***)
PATH:
Purchasing ->Purchase authorization-> Overview purchase requisition authorization
Now tick the View Only Unauthorized field.
Now Query for the authorizations with the authorizer id DE/TLNSS/*** (AUTHORIZER)

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RMB on the screen (click right mouse button)


Select Work order status
From this select Released. (This is done from the user ID of DE).
Now status has been changed to Released.
STEP 3:
Query for the purchase authorization lines
Attach screen

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This completes the authorization from DE/TLNSS/***


Now status changed to the partially authorized.
STEP 4:
For sanction of the estimate the sanctioning authority should get approval from the immediate higher competent
authority.
Now the SE/TLNSS/***
Query for the purchase authorization lines.

This completes the authorization from SE/TLNSS/***


Now status changed to the partially authorized.
STEP 5:
If the sanctioning authority is DE/TLNSS/***
Query for the purchase authorization lines.
Check for the authorization of higher authority is completed or not.
If completed the DE/TLNSS/*** authorizes the estimate.
Now status will be changed to authorized.
Customization for sanction is in pending.
Now enter manually the sanction number in the field of internal destination

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STEP 6:
If the estimate sanctioning authority is SE/TLNSS/***
The concerned CE/TLNSS/*** repeats the STEP 4
This completes the authorization from the CE
Now the SE/TLNSS repeat the STEP 5 and sanction the estimate.
STEP 7:
If the estimate sanctioning authority is CE/TLNSS/***
The concerned CE/TLNSS/*** gets the approval from the Director (Transmission).
This can be don either through document management process or old process.
Attach this document by RMB out type-approval
ATTACH SCREEN

Now the CE/TLNSS authorizes the estimate


Now enter manually the sanction number in the field of internal destination

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