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Eng Log Section
QuoteNo
HistoricQuoteNo
Customer
OrderEntryTargetDate
SalesPerson
SalesLocationName
Contract Review Section
PoSalesPrice
QuotedPrice
QuotedCost
QuotedMaterialCost
EstimatedPoMargin
QuotedMargin
PoQuantity
QuotedQuantity
PoDeliveryDate
Order Entry Section
JobNumber
CustomerPoNo
OrderDate
PromiseDate
LogStatus
A. Initial Quote Receipt & Review
B. Pending Final Quote Review
C. Sent Quote to Customer / Awaiting Decision
D. Contract Review
E. Order Received / Pending Order Entry
F. Pending Eng Kick Off
G. Pending Financial Review
H. Pending Initial Design Review
I. Pending Long Lead Release
J. Pending Drawing Package Submittal
K. Pending Drawing Package Approval
L. Pending Full BOM Release
M. Pending Full Design Review
N. Pending BOM Completion
O. Pending Shop Release
P. Shop Released / Waiting to go to Assy
Q. Production (Assy,Test,Ship)
R. Pending Order Close Out
S. Pending Wrap Up
T. Pending Lessons Learned
U. Completed Projects
V. No Quote / Quote Archived
W. On Hold
QuotedEngHrs
QuotedShopHrs
Manual Required?
Manual Required Notes
Spare Parts Required?
Spare Part Notes
Quoted Drawing Package Match PO?
Quoted Drawing Package Match Po?
NA
Yes
No
DrawingPackage
None - Pre-Eng, Duplicate, Shop Design
Std - Schematics & BOM
Extra - Schematics, BOM, G.A.
Full - Extra, Complete BOM
Any Specs referenced on PO?
Specs on PO notes
Specs noted match quote?
Specs on quote notes
Any certs requested on the po (material, welding, pipe integrity?)
Certs requested notes
Concerns w/ Fab and Assy?
Concerns w/ fab and assy notes
Are there electrical panel and starter req?
Elec Panel or Starter Notes
Controls Programming Req?
Elec Panel or Starter Notes
SystemComplexity
JA - Very Simple (No Eng)
JB - Generic (Duplicate 4-6 Hrs Eng)
JC - Moderate (New Job - requires full eng, but not controls)
JD - Complex (Highly Engineered w/ Controls)
JL - Any Non-API or API 614 circulating lube oil system)
AssemblyCode
PFE1 - Process Filter System
PFE1 - High Pressure Coolant Unit
PFE1 - Mist Collection System
PFE5 - Automation
PFE8 - Modular Structures
RHF1 - Hyd Power Unit
RHF1 - Test Stand
RHF1 - Fill System
RHF1 - Tote System
RHF2 - Pump Back Unit
RHF3 - Lubrication Unit
RHF5 - Manifold Assembly
RHF5 - Miscellaneous Charge
RHF5 - Pump/Motor Assy
RHF5 - Service (Paid)
RHF5 - Warranty Service
RHF6 - Interconnecting Pipes
RHF6 - Lube Oil System
KickOff Target Date
Financial Review Target Date
Initial Design Target Date
Long Lead Release Target Date
Drawing Package Submittal Target Date
Drawing Package Approval Target Date
Full BOM Release Target Date
Final Design Target Date
Design Completion Target Date
Shop Release Target Date
MIP Target Date
Production Start Target Date
Production Completion Target Date
Target Ship Date
OrderCloseOutTargetDate
ProjectWrapUpTargetDate
LessonsLearnedTargetDate
Engineer
Pending
Brian Paxton
Chris Dewandeler
Chris Johnson
Chris Walker
Darren Zielke
David Bucek
Daymon Shear
Derrick Herr
Dylan Smith
Kyle Swindlehurst
Paul Brown
Phil Kimberlin
Randy Brown
Scott Tidwell
Gaylynn Fisher
Frank Edwards
Joe Marshall
Pat Laake
Anthony Bizon
Alex Wilson
MfgLocation
Columbus
Westland
Indy
Norcross
Braselton
Coordinator To Process
Kristen Blaser
Casey Humbles
Scott Butler
Notes
Approve For KickOff
INSTRUCTIONS:
> SET-UP GENERIC ENGINEERING NETWORK FOLDER "199999-Customer Name"
> TRANSFER THE RELEVANT QUOTE FILES OVER TO NETWORK FOLDERS
> SAVE A COPY OF THE QUOTE BOM AS "Q?????-BOM-ORDER RELEASE" TO THE NETWORK FOLDER
> SAVE A COPY OF THE CUSTOMER PO AND THE FGI PROPOSAL/COVER LETTER TO THE NETWORK FOLDER
> FILL IN THE HEADER OF THE ORDER RELEASE BOM
> MARK ALL ITEMS ON THE BOM AS
DNO
AND INCLUDE NOTES ON EACH (IF APP)
> LEAVE THE ORIGINAL BOM UNTOUCHED IN THE QUOTE FOLDER
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