How to fix estimator mistakes in released order

VISION:

This process was created to make Estimator-Experts aware of the process when the Production Team has found errors and changes need to be made to an order that has already been released

COMMITMENT:

This applies to all Estimators – Experts.

EXECUTION:

See steps below

TEMPLATES AND RESOURCES:

When the project goes into production and the status changes to "Ready to release" or "Confirmed for release", then the Production Estimating team starts to work on the project, which transfers all the project's information into the system for the production team to order all the necessary materials, and at the same time checks the information in the Shop drawings and in the BlueScreen.

-> If the Production Estimating team notices a discrepancy between Shop drawings for production and the order information in the BlueScreen, they contact us by Email with subject “Question” to check if this is an error ->

-> Then, from your side, you need to check all available information and inform the Production Estimating team as soon as possible where the discrepancy came from ->

-> If, after checking, it turns out to be our mistake, the Production Estimating team informs us by Email that we must take the action and update the information in BS and shop drawings for prod: “please take all necessary steps to update all relevant information in Shop Drawings” ->

-> In cases where a project has been put into production relatively recently and materials have not yet been ordered, it would be necessary to cancel the order and re-release it. If the materials have been ordered and it is no longer possible to cancel the order, a note about the discrepancy should be left in the notes section of the existing order. If you are unclear how to proceed, you should check with the Production Estimating team for clarification ->

Note: Whenever possible, priority is given to the canceling and re-releasing the existing order so that the information in the BlueScreen and Shop drawings would match, thus reducing the number of uncomfortable situations when potentially dealing with claim orders in the future.

-> If the order can still be cancelled:

- Update the quote with the required changes and submit it in the BlueScreen

- Request to update the shop drawings for production. Set the priority of a request as “Critical (Temporary)”

- Request to cancel an existing order, stating the reason.

- Once the shop drawings for production have been updated, re-release the order. Please note that until then, the existing order cancellation request must be approved. You should get the notification via email. When re-releasing an order, follow the same steps as the first time when it was released

-> If the order can’t be cancelled:

- Request to update the shop drawings for production. Set the priority of a request as “Critical (Temporary)”. When submitting a request, please mention to the drafters that the quote will not be updated

- Once the shop drawings for production have been updated, re-upload them to the existing order

- Leave a note for the discrepancy in the notes section of to the existing order

Created By:

TADAS STANKUS

Approved By:

SIGITA ŽELVYTĖ

Date Approved:

09/09/2024

Date Created:

09/09/2024

Date Last Modified: