Below the Budget Steps and their explanations:
IMPORTANT: Read the directions for each step carefully before adding them. Just add the steps as you want the budget / listing being registered to work.
1. Stage: Engine
It allows configuring the main characteristics of the budget and the definition of new steps. This step is added automatically when creating a new budget, being a standard step, required for the budget to be generated.
2. Step: Generate Cut Plan List
This step is used to list the project's plates, usually in specific lists for plates.
3. Step: Apply XSL
You can substitute the PresentationScreen step, which serves to display the budget generated on the Promob screen, and the Apply XSL step only generates the budget and asks for a place to save the separate budget, without displaying the budget on the Promob screen. It can be used in parallel with the Presentation Screen step as well.
4. Step: Export File
It allows configuring that, at a certain moment, the budget file will be saved in a location, according to the configuration performed. It can be added anywhere, and it should always be after the Calculate Prices and Markups step.
5. Step: Calculate Price Markups
Defines how prices will be calculated and margins applied to the price. It must be added right after the Motor step.
6. Step: Payment Terms
Defines that the Payment Terms option will be displayed on the budget screen. If added, it must always come after the Calculate Prices and Markups step and before the Presentation Screen step
7. Step: Submit URL
It allows defining that a budget file generated by the Apply XSL step must be sent to a specific address defined in this step.
8. Step: Run Application
Defines that, at a certain moment, an application must be executed (example: Cut plane software). IMPORTANT: This step must always be added after the Presentation Screen or Apply XSL steps.
9. Step: Generate Document
It allows the generated budget to be automatically attached to the project. Usually, it can be added after the main steps (Engine, Calculate prices and Margins, Presentation Screen), so that it can be executed only after closing the budget.
10. Stage: Presentation Screen
Defines the layout of the budget presentation screen. It must be added last, or after the Calculate Prices and Markups and Payment Terms steps, if they are added.
11. Step: Edit Notes
It defines that, when it is configured, a window will be displayed to save observations about the project or budget.
12. Step: Adjust Productive Roadmap
This stage refers to the productive scripts of Builder / Start systems and defines that the information of groups or pieces organized in the library will be transferred from the library to organize the productive script.
13. Step: Create Dynamic Structures
This step means that, before the budget is generated, dynamic structures are created in the environment so that they are budgeted as well. Its operation is similar to the Create Edges and Cut Plane step, but it also generates operations (Holes, Tears, Edges, etc.)
14. Step: Delete Dynamic Structures
This step erases all dynamic structures, edge information, and a cutting plan created in the first step.
15. Step: Create Edges and Cut Plan
This step makes Promob create the edge bands and cut plan information for the items in the environment before the budget is generated so, that they are budgeted correctly. This step does not process operations.
16. Step: Generate Integration with ERPs
This step enables the generation of an XML through the Budget. This file can later be imported into the ERP when there is no direct integration from the Builder.
17. Step: Apply XSL and Save as TXT
This step enables the budget to be saved as a * .txt file.
18. Step: Start / Stop Autosave
This step enables the automatic saving of the project when generating the budget.
19. Step: Process automatic functions
This step places all the automatic functions in the 3D environment, so that they are calculated in the budget. For this step to work correctly, the automaticstructures.config file must be configured correctly.