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    DieQuote Generator

    CimatronE9.0 User Guide

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    CimatronE 9.0 DieQuote Generator i

    Table of Contents

    DieQuote Generator................................................................................................................................ 1

    DieQuote Generator ............................................................................................................................. 1

    DieQuote Generator Basics.................................................................................................................. 1

    DieQuote Generator Basics ............................................................................................................. 1DieQuote Generator Main Window ................................................................................................ 2

    DieQuote Generator Toolbar ........................................................................................................... 3

    Job Details ....................................................................................................................................... 5

    Project and Picture Setup Area...................................................................................................... 11

    Active Components Expenses Area .............................................................................................. 18

    Total Costs Area ............................................................................................................................ 24

    Working in DieQuote Generator ........................................................................................................ 25

    Working in DieQuote Generator ................................................................................................... 25

    Creating New Quotes .................................................................................................................... 25

    Loading Existing Quotes ............................................................................................................... 32Defining the Quote Setup .............................................................................................................. 37

    Quote Data Management ............................................................................................................... 41

    Generating Reports ........................................................................................................................ 69

    DieQuote Generator Control Panel................................................................................................ 71

    Glossary ................................................................................................................................................. 75

    Index....................................................................................................................................................... 89

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    CimatronE 9.0 DieQuote Generator 1

    DieQuote Generator

    DieQuote Generator

    DieQuote Generator is an application to help die makers with the quoting process, by usinginformation created in CimatronE DieDesign together with the knowledge of the die maker.Progressive and Transfer Dies are supported.

    The application is database-based, enabling you to keep and manage lists of customers, materials,

    presses and quotes. It provides automated tools to calculate the cost of a job (with or without a first

    series), and the price of that job, showing a large number of statistical data related to the job, Finally, itincorporates a report generator to produce the final quote.

    The application is integrated with CimatronE DieDesign, with the ability to incorporate data, such as,

    Blank Area, Strip Sizes, Material Sizes, required punches and more, as well as images captured inside

    CimatronE.

    To learn more about the DieQuote Generator application, see:

    DieQuote Generator Basics

    Working in DieQuote Generator

    DieQuote Generator Basics

    DieQuote Generator Basics

    This section describes the DieQuote Generator display and toolbar buttons. It includes the following:

    DieQuote Generator Display

    DieQuote Generator Control Panel

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    CimatronE 9.0 DieQuote Generator 2

    DieQuote Generator Main Window

    The DieQuote Generator main window display is as shown below:

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    CimatronE 9.0 DieQuote Generator 3

    The above example shows a completed quote.

    Click here to see the display of a new (empty) quote

    The DieQuote Generator main window contains the following sections:

    Toolbar Area

    Job Details Area

    Project and Picture Setup Area

    Active Components Expenses AreaTotal Costs Area

    DieQuote Generator Toolbar

    The DieQuote Generator toolbar displays the quick access buttons to the main functions of the

    application.

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    CimatronE 9.0 DieQuote Generator 4

    New EmptyQuote

    Opens a new empty quote. If the currently open quote has un-saved changes, a message is displayed prompting you to save

    the changes.

    Open Opens an existing quote. The Quote Manager is displayed andenables you to select an existing quote. If the currently openquote has un-saved changes, a message is displayed prompting

    you to save the changes.

    Save Saves the current quote. Note that there is no save interaction.The quote is saved into the database, and its key field is theQuote Name. The application does not save any changes to thedatabase until the Save (orSave As) button is pressed. Thebutton is disabled until any information on the quote ischanged.

    If the Quote Name field is modified, but the new name alreadyexists (in another quote), an appropriate warning message isdisplayed.

    If you try to save a quote that was saved by another user afterthe time you read it, a message is displayed informing you that

    the quote has been modified by another user, and that you

    cannot save the quote. (In this case, to save your changes, use

    SaveAs under a new Quote name).

    Save As Saves the current quote under a new name. A dialog isdisplayed enabling you to enter the new quote name. If the

    quote name is used by another quote, an appropriate warningmessage is displayed.

    Quote Setup Open the Quote Setup dialog.

    Open TableManagementTool

    Opens the Table Management tool.

    Reports Opens the report tool and create a quote that is sent to the diemaker's customer.

    Contents Displays the DieQuote Generator Online Help.

    About DieQuoting

    Displays the About dialog displaying the Die Generatorversion information.

    Displays the Cimatron web site.

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    CimatronE 9.0 DieQuote Generator 5

    Job Details

    The Job Details Area enables you to enter data that identifies the quote and also specific detailsregarding the strip component, as shown below:

    T

    dt

    f

    s

    J(

    I

    M

    S

    F

    MI

    PI

    S

    p

    eb

    Editing Symbols: The following symbols may appear in or around editable fields:

    Red triangle: This indicates that the field has been manually edited.

    After editing a value in an editable field, a red triangle is displayed on the topright-hand corner of the field, as shown on the left.

    Placing the mouse over the red triangle shows a tooltip with the original

    calculated value.

    Click this red triangle to revert back to the original value calculated by the

    system, for example:

    Purple triangle: This indicates that this reference table value has been manually changed since itwas selected. New values may apply.

    After editing a value in Table Management, a purple triangle is displayed on the

    top left-hand corner of the appropriate field (a field whose value was changed as

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    CimatronE 9.0 DieQuote Generator 6

    a result of the table edit), as shown on the left.

    This ensures that existing quotes do not change with new updated reference

    values, unless you choose to update them.

    Click this purple triangle to update quote values in accordance with the newupdated values.

    Red frame: This indicates that the field contains illegal characters.If illegal characters are entered in an editable field (such as non-numeric data in

    a numeric field), the field is bounded by a red frame, as shown on the left. Inthis case, correct the field as required.

    If a job is saved when one or more fields are marked by a red frame, the illegal

    characters are not saved. This means that:

    1. If a numeric field contains legal and illegal characters (for example

    45.26abcd), only the numeric characters are saved (45.26).

    2. If a numeric field contains only illegal characters (for example abcd),the field is saved with its previous legal value.

    Parameters

    The Job Details Area is divided into the following sections:

    Job Info (General Information)

    Material Per Station

    First Series / Material Information

    Press Information

    Job Info (General Information)

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    CimatronE 9.0 DieQuote Generator 7

    This section contains the following parameters:

    QuoteName/No.

    The name for the new quote. This is the name displayed in the Quote Manager

    Table.

    You can click the button to insert an auto-increment number value as

    defined in the Quote Setup dialog. This number is incremented by one each time

    Auto is selected (even if the quote is not saved).CustomerName

    The customer name of the new quote selected from the dropdown list. If required

    you can add new customers or edit existing customers by clicking the orbuttons respectively. For further details refer to Customer Management.

    CustomerJob No.

    The customer's job number. This number is provided by the customer in the request

    for proposal document.

    Status The current status of the quote selected from the dropdown list. The possible optionsare as follows:

    - Draft

    - Approved

    - Submitted

    - Accepted

    - Rejected

    Note: The values can be edited using the Table Management tool.

    Category The category of the quote selected from the dropdown list. The possible options areas follows:

    - VIP

    - Regular

    Note: The values can be edited using the Table Management tool.

    No. of Parts A value (1 or2) defining the number of parts that exist on the strip. Choose thisvalue from the dropdown list. If a value of2 was chosen, select the Mirrorcheckbox to indicate the two parts are mirror parts.

    Markup The markup percentage value used for this job. It is provided with a default valuethat can be set using the Quote Setup tool.

    Quote Info An optional quote information field for information purposes. This data is alsoavailable for display in the Report created by the DieQuote Generator.

    This field supports hyperlinks. This means that e-mail addresses, website links or

    links to specific files (for example, to a customer requirements document) can beadded to this field.

    To add a link:

    1. Enter the appropriate text (e-mail address, website or full path name to a

    specific file - links to any file type are supported, for example:

    \\server\file.xxx).

    2. Press the Space Bar or Enter key to create the hyperlink.

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    CimatronE 9.0 DieQuote Generator 8

    Links to the following types of files are supported:

    .avi

    .bmp

    doc

    .docx

    .exe

    .htm

    .jpeg

    .jpg

    .mht

    .mp3

    .mp4

    .msg

    .pdf

    .prj

    .rar

    .txt

    .vsd

    .wmv

    .xls

    .xlsx

    .xml

    .xps

    .zip

    Comment An optional comment for information purposes. This comment data is also availablefor display in the Report created by the DieQuote Generator.

    Initially, this data is automatically entered from the contents of the Comment fieldin the Properties pane (Advanced tab) of the CimatronE Explorer, however, you can

    edit the comment as required.

    This field supports hyperlinks. See the explanation underQuote Info above.

    Material Per Station

    This section contains the following parameters:

    No. ofStations

    The required number of stations in the strip. In other words, this field defines howmany times the copied object is to appear in the strip.

    MaterialLength

    The value defining the length of the material.

    MaterialWidth

    The value defining the width of the material.

    Work AreaLength

    The value defining the length of the work area.

    Work AreaHeight

    The value defining the height of the work area.

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    CimatronE 9.0 DieQuote Generator 9

    Blank Area1st

    A value defining the blank area of the first part.

    Blank Area2nd

    A value defining the blank area of the second part. This field is enabled when twoparts exist in the system.

    Blank Area

    Both

    The value in this field is automatically calculated by the system and contains the

    sum of the Blank Area 1st and Blank Area 2nd fields. This is the total sum ofthe blank areas of the 1st and 2nd parts.

    Scrap Area The scrap area of a single station.

    NetUtilization

    This is a read only field. It is provided for information purposes only and isdefined from the Nesting operation.

    First Series / Material Information

    This section contains the following parameters:

    First Series

    Qty.

    The number of strokes that will be run in the first series.

    Material The material type select from the predefined dropdown list. If required, you canadd new material types. For further details refer to Adding Strip Materials.

    Thickness The strip thickness.

    Density The sheet material density.

    Cost/Weight The material cost per weight unit. See theNote below.

    Cost/Area The material cost per area unit.

    To calculate this cost, press the Calculate Cost / Area button which displays

    the Calculate Cost / Area dialog.

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    CimatronE 9.0 DieQuote Generator 10

    Enter the MaterialWidth and the Cost Coillength. The calculatedresult is displayed in the

    grayed out Cost/Areafield in this dialog.

    Press the OK button todisplay the calculated

    result in the Cost/Areafield in the Job DetailsArea of the DieQuote

    Generator Display.

    See theNote below.

    MaterialMarkup

    The markup percentage to be used for material cost. The default is set to the value

    in the Markup field in the Job Info section of this dialog.

    Note: In the Quote Setup dialog, you define whether you want to work with the Cost/Area fieldor the Cost/Weight field for material cost calculations. The field that you defined will be enabled

    in this window and the other field will be disabled.

    Press Information

    This section contains the following parameters:

    Press The required press machine that is going to be used for the job.

    Select the Press from the dropdown list of available Presses. This dropdown list

    only contains those Presses that were defined for the customer (when adding anew customerorediting customer details). In this case, to display all available

    Presses in the dropdown list, select the All checkbox.Example:

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    CimatronE 9.0 DieQuote Generator 11

    If no Presses were defined for the customer, then all the Presses are automatically

    displayed in the dropdown list.

    PressCost/Hour

    The press cost per hour. This is automatically calculated by the system and cannot

    be changed.

    OperatorCost/Hour

    The operator cost per hour. This is automatically calculated by the system andcannot be changed.

    Strokes/Min. The number of strokes that will be performed per minute. This is automaticallycalculated by the system, however, you can edit this value by double-clicking on

    it.

    PressTonnage

    An optional information field, used to describe the required press type for this job.

    Shut Height An optional information field, used to describe the required press type for this job.

    Bed Size An optional information field, used to describe the required press type for this job.

    Project and Picture Setup Area

    The Picture Display Area enables you to perform one of the following:

    1. Add images from prepared image files.

    2. Define a CimatronE project (strip file). The following can then be performed:

    a. Add images either from the CimatronE strip file or from prepared image files.

    b. Load CimatronE data for the Active Components Expenses Area section of the

    DieQuote Generator Display.

    When a new quote is opened, this section

    displays grayed out pictures.

    Pictures can be added either from an

    appropriate CimatronE strip file or fromprepared image files. See Adding Quote

    Images for additional information.

    See the

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    CimatronE 9.0 DieQuote Generator 12

    parameter

    explanations

    below.

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    CimatronE 9.0 DieQuote Generator 13

    Parameters

    This section contains the following parameters:

    1st Part / ...nth Part An image of the part.

    The number of part images that are displayed depends on the valuedefined for the Number of Parts parameter in the Job Details Area.

    Click on the buttons to scroll left or right to display the images.

    Click an image to enlarge it and click it again (or press the Escape key)to restore the original size.

    To insert an appropriate image, click either of the following buttons:

    Load the CimatronE project file and capture the requiredimage. Press this button to run CimatronE (if it is notalready running) and load the defined project file. This

    button becomes active only when a CimatronE project file

    is defined in the Project field of this section.

    A Capture Image dialog is displayed over the CimatronEwindow.

    Example:

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    CimatronE 9.0 DieQuote Generator 14

    This dialog is

    used to capture

    the part andstrip images

    from

    CimatronE.

    The size of thisdialog is defined

    using the PartImage Size andStrip ImageSize parametersin the Die QuoteSetup; set the

    size of the

    appropriate

    parameter.

    To capture the required image:

    1. Position the Capture Image dialog as required.

    2. Use the CimatronE Zoom, Pan and Rotate tool to

    acquire the desired view of the image.

    3. Press the OK button to capture the image,which is automatically sized and positioned in the

    appropriate location in the quote. The CaptureImage dialog is closed.

    Press the Cancel button to close the CaptureImage dialog.

    Browse and select a previously created image file. Thecaptured image is automatically sized and positioned in the

    appropriate location in the quote.

    Note: If a CimatronE project file is defined (in the Project field of

    this section), you can either use the same method to add all the

    pictures or you can mix the methods; for example: use to

    capture the 1st Part picture and use to get the 2nd Part

    picture, etc..

    Project Image An image of the project.

    To insert an appropriate image, use one of the methods described for

    the 1st Part above.

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    CimatronE 9.0 DieQuote Generator 15

    Project Path If a CimatronE project is to be attached to this quote, press thebutton to browse and select the project. The full path name is displayedin the Project field. This path name can also be entered manually.

    Once a CimatronE project file is defined, the and

    buttons becomes active. This means that youcan:

    1. Add images from the CimatronE strip file.

    2. Load CimatronE data for the Active Components Expenses

    Area section of the DieQuote Generator Display.

    Displays the Load Data from CimatronE dialog. This dialogcontains:

    the data from the Material per Station section of the Job Details

    Area. the data generated by the CimatronE project file when defining

    the Punch Attributes.

    Within CimatronE, all changes in CimatronE must be saved

    with Punch Attributes so that they can be updated and used in

    the DieQuote Generator.

    Within CimatronE, a New Quote button is displayed in theStrip Die and Transfer Die Forming Shape guides. When thisbutton is pressed, the Load Data from CimatronE dialog is

    displayed with all the relevant data, including the full pathname of the CimatronE project file and the punch list.

    Example:

    This dialog enables you to use this data to:

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    CimatronE 9.0 DieQuote Generator 16

    UpdateGeneralSetupData

    Fetches the data from CimatronE and assigns it to the

    Quote.

    Recalculates the boundary of the tool surface (this

    button appears under the Actual Boundary column).The CimatronE project file is displayed; pick a contour

    and .

    This recalculates the boundary and displays the result

    in the Actual Boundary column.

    UpdatePunchPlateHeightLevel

    Update the Z level of the punch plate.

    To do this:

    1. Select the relevant row(s) in the dialog.

    2. Enter the required Z level value in the field next

    to this button. For example:

    3. Press the Update Punch Plate Height Levelbutton.

    This value updates all Z column values, in the selected

    rows, such that: "new Z" = "Punch level height" +

    "CimatronE recorded Z value".

    UpdateToolsData

    Moves a highlighted single punch data and integrates it

    into the Active Components Expenses Area of the

    quote (specifically, into the quote's Tool Expenses list).To do this:

    1. Select the required row in the dialog.

    2. Press the Update Tools Data button.

    As each row is moved to the quote, the followingoccurs:

    1. The Load Data from CimatronE dialog isupdated; the Used checkbox is checked and thedate and time is updated.

    Example:

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    CimatronE 9.0 DieQuote Generator 17

    2. The data from the Load Data fromCimatronE dialog is moved to the ToolExpenses tab of the Active ComponentsExpenses Area.

    Note:In addition, when using this option, the X and Y sizes areaveraged as well as the fixed cost field. The color is copied only if it

    contains the same color as all the selected punches. (Punch names

    are not copied, they remain as blank in the Tool Cost table).

    If the Load Data from CimatronEbutton is grayed-out, this meansthat a CimatronE project file has not been defined in the Project field.In this case, the various tables have to be filled manually, as does the

    Active Components Expenses Area.

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    CimatronE 9.0 DieQuote Generator 18

    Active Components Expenses Area

    Active Components Expenses Area

    The Active Components Expenses Area enables you to set the parameters that will finally yield the

    costs and price of each component and other expenses. Each row represents a component or anotherexpense. The data is partly extracted from CimatronE, if punches were defined.

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    CimatronE 9.0 DieQuote Generator 19

    The Active Components Expenses Area, contains the following controls:

    Active Components Expenses Expand/Collapse Display

    Expand or collapse the display area of the Active Components Expenses Area by pressing the

    or button respectively.Examples:

    Press the to expand the Active Components Expenses Area display across the whole dialog (seethe result in the second picture below).

    Press the to collapse the Active Components Expenses Area display to its default size (see theresult in the first picture above).

    Tool Expenses Tab

    Other Expenses Tab

    Strip Raw Material Tab

    Active Components Expenses Buttons

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    CimatronE 9.0 DieQuote Generator 20

    Active Components Expenses Area > Tool Expenses Tab

    The Tool Expenses tab contains the following information; see theparameterexplanations below:

    Notes:

    The data in this tab can either be populated automatically (via the

    button in the Project and Picture Setup Area) or is entered

    manually.

    See Editing Symbols in the Job Details Area for an explanation of symbols that may appearin or around editable fields.

    Parameters

    This section contains the following parameters:

    Color The color as defined in CimatronE enabling you to identify the Punch in thepicture.

    Name The name of the component or expense.

    Type The type of component or expense, selected from the dropdown list. The possibleoptions are as follows:

    - Bending

    - Delivery- Die Set- Forming- Pilot- Trimming

    Note: The values can be edited using the Table Management tool.

    X/Y/Z The length of the component in the X/Y/Z dimension. This is field is not always

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    CimatronE 9.0 DieQuote Generator 21

    relevant and can be set to 0 if required.

    Boundary The actual calculated boundary of the tool surface. This field is usually used tocalculate the machining time (such as WireEDM) costs that apply to this tool.

    Local ForceValue

    The calculated force value required for this punch. Usually calculated by theCimatronE Die Forces tool.

    Unit Factor The unit factor that will change the cost according to usage. For example,expensive or cheap material/part. The default value is 1.

    Comp. Factor The complexity factor that applies to the calculated machining costs. The defaultvalue is 1.

    Cost By The cost calculation type of a component. This is a read only field and thepossible values are as follows:

    - Fixed; to define the cost according to a fixed price.

    - Area; to define the cost by calculated area.

    - Weight; to define the cost by calculated weight.

    Unit Cost The cost of a component for a unit.

    Machine CostBy

    The method by which machining costs are calculated. This can either be a Fixedcost or calculated by Contour - based on a given length.

    Machine UnitCost

    The machining cost per unit.

    Machine Cost The total machining costs that applies to a tool. The calculated value is based onthe tool boundary and the tool defined unit cost in the reference table.

    Qty The quantity of the specific component.

    Cost The calculated total cost of the component/expense taking into account all givenparameters. This is equal to the unit (material or other) cost plus the machining

    cost, multiplied by the quantity.

    Item Markup%

    The markup percentage of this row The default is the job's Markup value.However, it can be changed for each row as required.

    Price The calculated price of the component. You can override this value.

    Description An optional free text field to describe the expense.

    Punch ID The assigned CimatronE serial number for a punch. This number is assignedautomatically and cannot be edited.

    Total ToolCost

    The total calculated cost for all tool components.

    Total ToolPrice

    The total calculated price for all tool components.

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    CimatronE 9.0 DieQuote Generator 22

    Active Components Expenses Area > Other Expenses Tab

    The Other Expenses tab contains the following information; see theparameterexplanations below:

    Parameters

    This section contains the following parameters:

    Name The name of the expense.

    Type The type of expense.

    Unit Cost The cost of each item.

    Qty The quantity of items required.

    Cost The cost of the items (Unit Cost x Qty).

    Item Markup%

    The markup percentage of this row. The default is the Quote markup value.

    However, it can be changed for each row as required.

    Price The price of the items.

    Description An optional free text field to describe the expense.

    Total Other

    Cost

    The total cost of other expenses.

    Total OtherPrice

    The total price of other expenses.

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    CimatronE 9.0 DieQuote Generator 23

    Active Components Expenses Area > Strip Raw Material Tab

    The Strip Raw Material tab contains the following information; see theparameterexplanationsbelow:

    Parameters

    This section contains the following parameters:

    Part1 Net The cost/area/weight of the material used to produce the 1st part (per stroke and perentire job).

    Part 2Net

    The cost/area/weight of the material used to produce the 2nd part (per stroke and perentire job).

    Both Net The cost/area/weight of the material used to produce both parts (per stroke and perentire job).

    Scrap The cost/area/weight of the scrap for both parts.

    Gross The total cost/price of the material (per stroke and per entire job).

    Active Components Expenses Area Buttons

    The Active Components Expenses Area includes the following buttons:

    Move Row Up: Moves the selected active component expense one row up(used to change the order of the active component/expenses).

    Move Row Down: Moves the selected active component expense one row down

    (used to change the order of the active component/expenses).

    Add New Row: Adds a new row, enabling you to add a new component expense.

    Delete Row: Removes the selected active component/expense.

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    CimatronE 9.0 DieQuote Generator 24

    Total Costs Area

    The Total Costs Area enables you to view the total cost/price of different components per part in theStroke tab (orPart tab, if the number of parts is 1), or for the entire job in the Job tab:

    Job Tab: Displaysthe data for theentire job. This tab is displayed by

    default

    Stroke (orPart) Tab: Displaysthedata per stroke (or part).

    These tabs display the following Cost and Price information, as follows:

    TotalMaterial

    The Cost/Price of the material used (Parts + Scrap). For further information onMaterial cost details, refer to the Material Tab.

    Total Press The press Cost/Price per hour plus the operatorCost/Price per hour, divided by thestrokes per minute (divided by 60). This field is only relevant if a series is defined,

    otherwise it is empty.

    Total Tool The total Cost/Price of the tool. For further information on Tools cost/price detailsrefer to the Active Components Expenses Area > Tool Expenses tab.

    OtherExpenses

    The total Cost/Price expenses per part. For further information on Per Partcost/price details, refer to the Active Components Expenses Area > OtherExpenses tab.

    Net The net cost/price of everything.

    SpecialDiscount

    This only appears in the Price column, and is deducted from the Net amount.

    Tax This only appears in the Job tab (in the Price column only), and indicates therequired tax for the entire job. The Tax percentage can be defined in the Quote

    Setup dialog.

    Total The total Cost/Price of everything (including the discount and the tax).

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    CimatronE 9.0 DieQuote Generator 25

    Working in DieQuote Generator

    Working in DieQuote Generator

    This section describes the main DieQuote Generator procedures. It includes the following:

    Creating New QuotesFinding Existing Quotes

    Loading and Editing Quotes

    Adding New Customers

    Defining the Quote Setup

    Defining System Auto Numbering

    Quote Data Management

    Generating Reports

    Creating New Quotes

    Creating New Quotes

    The DieQuote Generatorwindow enables you to create new quotes and define their properties. These

    include customer name and job number, status, category and more. The DieQuote Generator does notenable you to remove quotes from the system.

    The DieQuote Generator main window is displayed with a new empty quote.

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    Creating new quotes consists of the following steps which correspond to the sections in the DieQuoteGenerator window:

    1. Defining Job Details

    2. Adding Quote Images

    3. Defining Active Component Expenses4. Editing Stroke and Job Costs

    Creating New Quotes > Step 1: Defining Job Details

    The DieQuote Generatorwindow enables you to create new quotes and define their properties.

    Define the Job Details for a new quote.

    See the Job Details Area for parameter explanations for this section of the DieQuote Generator Display.

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    To define the job details for the new quote:

    1. Run the New Empty Quote function (for instructions on how to invoke this function, press theAccess button at the top of this Help topic).

    The DieQuote Generator window is displayed with a new empty quote.

    2. Define the fields for the new quote as explained in the Job Details Area.

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    Creating New Quotes > Step 2: Setting the Project & Picture Setup Area

    The DieQuote Generatorwindow enables you to create new quotes and define their properties.

    Afterdefining the job details, the next step is to set the Project & Picture Setup Area. This entailsone of the following:

    1. Adding images from prepared image files.

    2. Defining a CimatronE project (strip file). The following can then be performed:

    a. Adding images either from the CimatronE strip file or from prepared image files.

    b. Loading CimatronE data for the Active Components Expenses Area section of the

    DieQuote Generator Display.

    When a new quote is opened,

    this section displays grayedout pictures and buttons.

    Pictures can be added either

    from prepared image files

    using the buttons...

    or by defining a CimatronE

    project (strip file) using the

    button and then loadingpictures from this file using the

    buttons.

    The number of part images that are displayed depends on the value defined for the Number of Parts

    parameter in the Job Details Area. Click on the buttons to scroll left or right to display the

    images.

    See the Project and Picture Setup Area for parameter explanations for this section of the DieQuote

    Generator Display.

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    To set the Project & Picture Setup Area:

    This section can be set in the following ways:

    With a CimatronE project

    Without a CimatronE project

    With a CimatronE project

    To complete the Project & Picture Setup Area by defining a CimatronE project:

    1. Press the button to browse and select a CimatronE project. The full path name is displayedin the Project field. This path name can also be entered manually.

    Note: Once a CimatronE project file is defined, the and

    buttons becomes active.

    2. Add part and strip pictures to the quote by clicking either of the following buttons:

    Load the CimatronE project file and capture the required image.

    This is performed by using a tool from within CimatronE, which enables you to attachpart and strip pictures to the quote. The tool works with any image size that you

    define using the Part Image Size and Strip Image Size parameters in the Die QuoteSetup.

    Browse and select a previously created image file.

    See the Project and Picture Setup Area for explanations of this process.

    Note: You can either use the same method to add all the pictures or you can mix the

    methods; for example: use to capture the 1st Part picture and use to get the

    2nd Part picture, etc..

    3. Press the button to load CimatronE data for the Active ComponentsExpenses Area section of the DieQuote Generator. This data is created by CimatronE whendefining the Punch Attributes and is used to automatically complete the active componentexpenses for the new quote.

    Without a CimatronE project

    To complete the Project & Picture Setup Areawithoutdefining a CimatronE project:1. Add part and strip pictures to the quote by using the following method:

    For each picture, browse and select a previously created image file.

    See the Project and Picture Setup Area for explanations of this process.

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    Creating New Quotes > Step 3: Defining Active Component Expenses

    Afteradding images to the selected quote, the next step is to add the active component expenses, as

    described below:

    Note: See Editing Symbols in the Job Details Area for an explanation of symbols that may appearin or around editable fields.

    To define the active component expenses for the new quote:

    The data in the Tool Expenses tab can either be populated automatically (via the

    button in the Project and Picture Setup Area) or is entered manually.The data is the Other Expenses Tab is entered manually.

    The Strip Raw Material Tab contains calculation results.

    To enter data manually:

    1. In the Tools Expenses Tab and Other Expenses Tab areas, click the Add New Rowbutton to add a new active component expense.

    2. Define the fields for the new quote as explained in the Active Components Expenses Area.

    After you have entered the required data, the Total Tool Cost and Total Tool Price values are

    displayed below the Active Components Expenses area, as shown in the example above.

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    Creating New Quotes > Step 4: Editing Stroke and Job Costs

    Afterdefining the active component expenses, you can view or edit the job/stroke costs in the TotalCosts Area. This area contains two tabs enabling you to view the cost and edit the price of differentcomponentsper stroke in the Stroke tab or for the entire job in the Job tab, as follows:

    Job Tab: Displaysthe data for the entirejob. This tab is displayed by default

    Stroke Tab: Displaysthe data per stroke.

    For parameter explanations see Total Costs Area.

    To edit stroke/job costs:1. Edit the cost of the relevant item by clicking in the relevant item in the Cost column.

    Note: See Editing Symbols in the Job Details Area for an explanation of symbols that mayappear in or around editable fields.

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    DieQuote Generator Manager

    The DieQuote Generator Manager shows all existing quotes and enables you to search, filter, sort ordelete quotes. Select the required quote and clickOK toclose the DieQuote Generator Managerdialog The selected quote is displayed in the DieQuote Generator main window.

    The DieQuote Generator Manager dialog includes the following information:

    1. Instant Search bar - see Display Control below.

    2. Filter bar - see Display Control below.

    3. DieQuote Generator Manager Table containing the following data:

    QuoteName

    The name of the quote defined by the user.

    CustomerName

    The name of the customer for whom the quote was created for.

    CustomerJob #

    The job number provided by the customer in the request for proposal.

    DateModified

    The date the quote was modified.

    Status The status of the quote defined by the user.

    Category The category of the quote or job.

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    Total Price The total price of the quote.

    ProjectPath

    The project path (defined in the Project and Picture Setup Area) is displayed

    in this column.

    Preview If a part image is displayed in the Project and Picture Setup Area, the icondisplays the first image (by numerical order - 1st, 2nd, etc..) into this column.

    Move the cursor over this icon to show a popup of this image.Comment The comment field from the quote Job Details / Job Info area.

    4. Buttons - at the bottom of the dialog:

    Display a die quote status graph. This provides you with an instant view of thenumber of quotes and their status.

    Delete Delete quotes. Select the quote to be deleted and press the Delete button. Awarning message is displayed; upon confirmation, the quote is deleted.

    See Display Control below for details of how to show all deleted quotes and how toundelete specific quotes.

    OK Accept the changes and exit the dialog.

    Cancel Cancel the changes and exit the dialog.

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    Display Contro l

    The DieQuote Generator Manager enables you to control the display of the quotes in the followingways:

    1. Instant Search for a specific quote or group of quotes. The instant search, searches through all

    fields for the entered string and filters the lists them instantly as characters are entered. This

    search type is good for any specific search.

    In the example below, the Instant Search displays all quotes that contain the text "ace" in any ofits fields:

    Cancel the Instant Search by pressing the button.

    2. Filterfor a specific quote or group of quotes.

    In the Filter pane (shown below), define the filter search criteria as follows:

    a. Select the appropriate checkbox to activate the criteria (for example By Status).

    b. From the dropdown list of the activated criteria, select the required search data Example.

    When filtering By Date, define the date range by entering the appropriate dates in the

    From and To fields, using one of the following methods:

    Typing the dates directly into the fields.

    Example.

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    Clicking on the calender icon and browsing for the required date

    example.

    c. Click . The quotes that match the search criteria are displayed in the DieQuoteGenerator table.Example.

    In the example below, the search criteria is By Customer:

    3. Show all deleted quotes and undelete specific quotes.

    To display all quotes that have been deleted:

    1. In the Filter pane, select the Show Deleted Quotes checkbox.

    The list of deleted quotes is displayed (note the Undelete button):Example.

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    To undelete specific quotes:

    2. Select the appropriate quote and press the Undelete button (see the pictureabove).

    A warning message is displayed; upon confirmation, the quote is restored.

    4. Sort quotes according to columns by clicking the column title. The default order is by the Date

    Modified column to enable recent orders to be reached immediately.

    Defining the Quote Setup

    Defining the Quote SetupTo edit existing quotes:

    The data displayed and modified in the Quote Setup dialog affects the currently displayed quote only.To use these setup options for other quotes, click the Save as Default button (see below). This willchange the system default setup.

    To define quote setup options:1. Run the Change Quote Setup function (for instructions on how to invoke this function, press

    the Access button at the top of this Help topic).

    The Quote Setup window is displayed:

    2. Define the setup options for the currently displayed quote, as follows:

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    Unit System From the dropdown list, select the required unit (mm, inch and more) todisplay as the default system unit. The units that appear in this list are the

    units defined in the database and can be edited, as described in EditingUnits.

    CurrencySymbol

    The required currency (one character or more) for calculating the quote cost

    fields. Examples include $,,C$ and more.

    Quote Date The date (and time) to be presented on the printed quote. This is the quote'sofficial date.

    Note: This field is unique for the current Quote only.

    Delivery Info Delivery information comment, such as, for example, the lastest deliverydate.

    Approved By Optional. The user name that is required to approve the quote. This data isalso available for display in the Report created by the DieQuote Generator.

    Note: This field is unique for the current Quote only.

    Tax The required tax value (in percentages) to be calculated for this quote.

    Markup (%) The quote default markup in percents (price = cost * (1 + markup).

    PriceMaterial By

    From the dropdown list, select the required option as follows:

    Area Calculate the cost of the material according to area. Whenthis option is selected, the Cost/Area field becomes activeand the Cost/Weight field is disabled in the Job DetailsArea, as shown here.

    Weight Calculate the cost of the material according to weight. Whenthis option is selected, the Cost/Weight field becomes activeand the Cost/Area field is disabled in the Job Details Area,as shown here.

    For further details, refer to Creating New Quotes.

    Part ImageSize

    Set the size of the part images for the Project and Picture Setup Area. These

    parameters are used to define the size of the image capture window within

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    CimatronE.

    The default dimensions for the size of the part image, as follows:

    Width The width of the part image. The default value is 640 pixels.

    Height The height of the part image. The default value is 480pixels.

    ProjectImage Size

    Set the size of the project image for the Project and Picture Setup Area.These parameters are used to define the size of the image capture window

    within CimatronE.

    The dimensions for the size of the project image, as follows:

    Width The width of the strip image. The default value is 825pixels.

    Height The height of the strip image. The default value is 120 pixels.

    Perform the auto numbering procedure which affects the entire system (not

    just the selected quote). The System Auto Numbering dialog is displayed, as

    described in Defining System Auto Numbering.

    Note: Changes in the auto numbering must be saved using the

    button (described below) to take effect.

    Save the values defined in this window for all the new quotes that are

    created in the system.

    3. ClickOK to save the values for the currently selected quote only orCancel to cancel yourrevisions.

    System Auto Numbering

    The data defined in the Auto-Numbering dialog affects the entire system, not just the current quote.This dialog enables you to define the auto numbering template, the auto reset value, the current auto-

    increment and more.

    To define system auto numbering:

    1. Run the Change Quote Setup function (for instructions on how to invoke this function, pressthe Access button at the top of this Help topic).

    The Quote Setup dialog is displayed.

    2. Click the System Auto Numbering icon. The System Auto Numbering dialog isdisplayed, as follows:

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    3. In the Template field, enter the required string template for the auto-numbering system. Thetemplate can include text (indicating the name ) and any of the following fields:

    : Indicates the current year containing four digits (for example, 2008).

    : Indicates the current year containing two digits (for example, 08).

    : Indicates the current month containing two digits (for example, 07 for July).

    : Indicates the day of the month containing two digits.

    : Indicates the serial number, in any number of digits specified by the letters.For example, means 3 digits (beginning with 000).

    For example, the following template may be used: ---.This may generate quote names such as 05-22-08-0134 (quote number 134 created on May 22ndin 2008).

    4. From the Auto Reset dropdown list select the required period when the auto-increment number() will be reset, as follows:

    Annually

    Monthly

    Never

    5. In the Auto Reset Value field, enter the reset number value which is displayed in the Templatefield, described above. The default value is 1. (For example, if you want to reset the numberingsystem to 001 instead of000). You can define any reset number in this field, as required.

    6. In the Current Auto-increment field, enter the required value to display for the next

    (when the Auto button is pressed beside the Quote Name/Num field in the Job Details area).You can change this value to any required value (can be used in conjunction with all settings).

    7. ClickClose to return to the Quote Setupwindow. To save your changes, click .

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    Quote Data Management

    Quote Data Management

    The Table Management menu contains the following options, each of which opens a table which

    enables you to add new items and edit existing items, as described in each of the sections below:Punches and Expenses

    Customers

    Presses

    Strip Materials

    Status

    Category

    Units

    Other Expenses

    Note: Items added to the database by the user may not be removed. Items can be set as non-

    active. This will eliminate the possibility to use them in future created quotes.

    Punches & Expenses

    Table Management > Punches and Expenses

    Manage punch and expense information.

    Open the Punches and Expenses table (for instructions on how to invoke this function, press theAccess button at the top of this Help topic). The Punches and Expenses dialog is displayed (thisdialog lists all the punches and expensesthat already exist in the system):

    To display only the active items, select the Hide non-active checkbox. Items can be defined as active

    by selecting the Active checkbox in the new and edit dialogs.

    This dialog enables you to perform the following:

    Add new punches and expenses

    Edit existing punches and expenses

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    Table Management > Adding New Punches and Expenses

    Add new punch and expense details.

    Open the Punches and Expenses table (for instructions on how to invoke this function, press theAccess button at the top of this Help topic). The Punches and Expenses dialog is displayed (this

    dialog lists all the punches and expensesthat already exist in the system):

    To add new punches and expenses:

    1. From the Punches and Expenses dialog, click . The New Punches and Expensesdialog is displayed:

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    2. Define the new punches and expenses:

    a. Set the Material Unit Cost:

    Punch orExpense type

    The type of the new punch or expense.

    Units Set the units to be used when defining a punch or expense type.Select the appropriate unit from the dropdown list.

    Material FixedPrice

    Define the fixed price of the material.

    Cost by Area Define the cost per area.

    Cost by Weight Define the cost per weight and then enter the Material Densityvalue (which becomes enabled) and the Cimatron Num.

    b. Set the Machine Cost:

    MachineFixed Price

    The unit-based cost of the machine used to create this tool. This fieldis optional. The default value is 0.

    Cost byContour

    Define the cost by contour. The total machining cost is multiplied by

    the actual size of the tool (like the boundary of a machined face).

    3. Select the Active checkbox to activate the new punch or expense and add it to the Typedropdown list in the Tools Expenses Tab in the Active Components Expenses Area of theDieQuote Generator main window.

    4. ClickOK to save your revisions in the Punches and Expenses dialog.

    Note: You can click Cancel at any time to cancel your entries and close the New Punches and

    Expenses dialog without saving.

    Table Management > Editing Punches and Expenses

    Edit the details of existing punches and expenses.

    Open the Punches and Expenses table (for instructions on how to invoke this function, press theAccess button at the top of this Help topic). The Punches and Expenses dialog is displayed (thisdialog lists all the punches and expensesthat already exist in the system):

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    To edit punches and expenses:

    1. From the Punches and Expenses dialog, select the punch or expense to edit and click

    . The EditPunches and Expenses dialog is displayed:

    2. Edit the relevant fields; see the field descriptions in Adding New Punches and Expenses.

    3. ClickOK to save your revisions in the Punches and Expenses dialog.

    Note: You can click Cancel at any time to cancel your entries and close the Punches andExpenses dialog without saving.

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    Customers

    Table Management > Customers

    Manage customer information.

    Open the Customers table (for instructions on how to invoke this function, press the Access button atthe top of this Help topic). The Customers dialog is displayed:

    To display only the active items, select the Hide non-active checkbox. Items can be defined as activeby selecting the Active checkbox in the new and edit dialogs.

    This dialog enables you to perform the following:

    Add a new customerImport customer details

    Edit existing customer details

    Adding New Customers

    Table Management > Adding New Customers

    Add new customer details.

    Note: When adding new customer details, you can use the Import button to import data from

    your Microsoft Outlook application directly into the New Customers dialog.

    Open the Customers table (for instructions on how to invoke this function, press the Access button atthe top of this Help topic). The Customers dialog is displayed (this dialog lists all the customers thatalready exist in the system):

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    To add new customers:

    1. Display the New Customers dialog (for instructions on how to do this, press the Access buttonat the top of this Help topic).

    2. Define the customers details, as follows:

    CustomerName

    The new customer's name.

    CustomerNo.

    The new customer's number.

    Person The new customer's contact person's name.

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    Name

    PersonPhone

    The contact person's phone number.

    Person E-mail

    The contact person's e-mail

    Address The contact person's mailing address.

    OutlookContact

    Add a contact hyperlink to yourMicrosoft Outlook address book.

    To add a contact:

    1. Press the button to display yourOutlook address book.

    2. Select the required name.

    The name is displayed hyperlinked.

    When you click on this name, yourOutlook will display a new e-mailaddressed to the contact.

    SelectedPresses

    Select the Press machines that the customer may use. This option suits design

    offices doing design for other customers. This allow you to save a list of the

    optional Presses this customer has.

    The Presses selected here, are the only Presses that are displayed in the Pressdropdown list, in the Job Details Area of the main dialog.

    If no Presses are defined here, then all the Presses are displayed in the Press

    dropdown list, in the main dialog.

    To add a Press machine to the Selected Presses list:

    1. Press the Add button to display a dropdown list of available Presses.

    2. Select the required Press from the dropdown list. The selected press isadded to the dialog.

    To delete a Press machine from the Selected Presses list:

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    1. Select the required Press from the Selected Presses list.

    2. Press the Delete button. The Press is removed from the SelectedPresses list (however, it still appears in the dropdown list of availablePresses).

    3. Select the Active checkbox to display the new customer in the Customer Name dropdown list inthe DieQuote Generator main window. If you unselect this checkbox the new customer will notbe displayed in the list.

    4. ClickOK to save the new customers details in the database. If the Active checkbox was selected,the new customer is displayed in the Customer Name dropdown list in the DieQuote Generatormain window.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

    Table Management > Importing Customer Details

    When adding new customer details, you can save time by importing pertinent data from your

    Microsoft Outlook application directly into the New Customers dialog.

    Open the Customers table (for instructions on how to invoke this function, press the Access button atthe top of this Help topic). The Customers dialog is displayed (this dialog lists all the customers thatalready exist in the system):

    To import customer details:

    1. From the Customers dialog, click .

    2. YourMicrosoft Outlook Contacts address book is displayed. Select the required contactand press OK.

    3. The New Customers dialog is displayed with the data for various fields taken from yourMicrosoft Outlook application.

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    Depending on how you have set up yourMicrosoft Outlook application, the fields that can be filled automatically are:

    Customer name

    Person name

    Person phone

    Person E-mail (this hyperlinks to open a new e-mail with

    the displayed address)

    Address

    Outlook contact (this hyperlinks to display theappropriate Microsoft Outlook contactinformation)

    4. Add customer data in the remaining fields as required; see the field descriptions in Adding New

    Customers.

    5. ClickOK to save your revisions in the Customers dialog.

    Note: You can click Cancel at any time to cancel your entries and close the window without

    saving.

    Table Management > Editing CustomersEdit the details of existing customers.

    Open the Customers table (for instructions on how to invoke this function, press the Access button atthe top of this Help topic). The Customers dialog is displayed (this dialog lists all the customers thatalready exist in the system):

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    To edit customer details:

    1. Display the Edit Customers dialog (for instructions on how to do this, press the Access buttonat the top of this Help topic).

    2. Edit the relevant fields; see the field descriptions in Adding New Customers.

    3. ClickOK to save your revisions in the Customers dialog.Note: You can click Cancel at any time to cancel your entries and close the window withoutsaving.

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    Presses

    Table Management > Presses

    Manage Press information.

    Open the Presses table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Presses dialog is displayed (this dialog lists all the press types that alreadyexist in the system):

    To display only the active items, select the Hide non-active checkbox. Items can be defined as activeby selecting the Active checkbox in the new and edit dialogs.

    This dialog enables you to perform the following:

    Add new presses

    Edit existing press data

    Table Management > Adding New Presses

    Add new Press details.

    Open the Presses table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Presses dialog is displayed (this dialog lists all the press types that alreadyexist in the system):

    To add new presses:

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    1. From the Presses dialog, click . The New Presses dialog is displayed:

    2. Define the Presses parameters:

    Press type The type of new press.

    Press Cost/Hour The press cost per hour.

    Operator Cost/Hour The cost of press operator per hour.

    Strokes/Min The number of strokes per minute that the press performs.

    Press Tonnage The press tonnage value.

    Shut Height The shut height value.

    Bed Size The bed size value.

    3. Select the Active checkbox to activate the new press and add it to the Press dropdown list in theJob Detailsarea of the DieQuote Generator main window.

    4. ClickOK to save your revisions in the Presses dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

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    Table Management > Editing Presses

    Edit the details of existing Presses.

    Open the Presses table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Presses dialog is displayed (this dialog lists all the press types that already

    exist in the system):

    To edit new presses:

    1. From the Presses dialog, click . The EditPresses dialog is displayed:

    2. Edit the relevant fields; see the field descriptions in Adding New Presses.

    3. ClickOK to save your revisions in the Presses dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

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    Strip Materials

    Table Management > Strip Materials

    Manage strip material information.

    Open the Strip Materials table (for instructions on how to invoke this function, press the Accessbutton at the top of this Help topic). The Strip Materials dialog is displayed:

    To display only the active items, select the Hide non-active checkbox. Items can be defined as active

    by selecting the Active checkbox in the new and edit dialogs.This dialog enables you to perform the following:

    Add new strip materials

    Edit existing strip materials

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    Table Management > Adding New Strip Materials

    Add new strip material details.

    Open the Strip Materials table (for instructions on how to invoke this function, press the Accessbutton at the top of this Help topic). The Strip Materials dialog is displayed (this dialog lists all the

    strip materials that already exist in the system):

    To add new strip materials:

    1. From Strip Materials dialog click . The New Strip Materials dialog is displayed:

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    2. Define the new material properties, as follows:

    Material A name for the new material. this can be the material type or code nameand so on.

    Density The density value for the material.

    Cost perweight

    The cost of the material per weight.

    Cost per Area The cost of the material per area.

    3. Select the Active checkbox to display the new material in the Material dropdown list in theDieQuote Generator main window. If you unselect this checkbox the new material will not be

    displayed in the list.

    4. ClickOK to save the new material in the database. If the Active checkbox was selected, the newmaterial is displayed in the Material dropdown list in the DieQuote Generator main window.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

    Table Management > Editing Strip Materials

    Edit the details of existing strip materials.

    Open the Strip Materials table (for instructions on how to invoke this function, press the Accessbutton at the top of this Help topic). The Strip Materials dialog is displayed (this dialog lists all thestrip materials that already exist in the system):

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    To edit strip materials:

    1. From the Strip Materials dialog, click . The Edit Strip Materials dialog isdisplayed:

    2. Edit the relevant fields; see the field descriptions in Adding New Strip Materials.

    3. ClickOK to save your revisions in the Strip Materials dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

    Quote Status

    Table Management > Status

    Manage quote status information.

    Open the Status table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Status dialog is displayed (this dialog lists all the statuses that already existin the system):

    To display only the active items, select the Hide non-active checkbox. Items can be defined as activeby selecting the Active checkbox in the new and edit dialogs.

    This dialog enables you to perform the following:

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    Add a new quote status

    Edit an existing quote status

    Table Management > Adding a New Quote Status

    Add new quote status details.

    Open the Status table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Status dialog is displayed (this dialog lists all the statuses that already existin the system):

    To add a new status:

    1. From the Status dialog, click . The New Status dialog is displayed:

    2. In the Status field, enter the new status name.

    3. Select the Active checkbox to activate the new status and add it to the Status dropdown list inthe Job Detailsarea of the DieQuote Generator main window.

    4. ClickOK to save your revisions in the Status dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

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    Table Management > Editing a Status

    Edit the details of an existing quote status.

    Open the Status table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Status dialog is displayed (this dialog lists all the statuses that already exist

    in the system):

    To edit a status :

    1. From the Status dialog, click . The EditStatus dialog is displayed:

    2. Edit the relevant fields; see the field descriptions in Adding a New Status.

    3. ClickOK to save your revisions in the Status dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

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    Category

    Table Management > Category

    Manage quote category information.

    Open the Category table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Category dialog is displayed (this dialog lists all the categories that alreadyexist in the system):

    To display only the active items, select the Hide non-active checkbox. Items can be defined as activeby selecting the Active checkbox in the new and edit dialogs.

    This dialog enables you to perform the following:

    Add a new category

    Edit an existing category

    Table Management > Adding a New Category

    Add new quote category details.

    Open the Category table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Category dialog is displayed (this dialog lists all the categories that alreadyexist in the system):

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    To add a new category:

    1. From the Category dialog, click . The New Category dialog is displayed:

    2. In the New Category field, enter the name of the new category.

    3. Select the Active checkbox to activate the new category and add it to the Category dropdownlist in the Job Detailsarea of the DieQuote Generator main window.

    4. ClickOK to save your revisions in the Category dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

    Table Management > Editing a Category

    Edit the details of an existing quote category.

    Open the Category table (for instructions on how to invoke this function, press the Access button at thetop of this Help topic). The Category dialog is displayed (this dialog lists all the categories that alreadyexist in the system):

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    To edit a category:

    1. From the Category dialog, click . The Edit Category dialog is displayed:

    2. Edit the relevant fields; see the field descriptions in Adding a New Category.

    3. ClickOK to save your revisions in the Category dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

    Units

    Table Management > Units

    Manage quote units information.

    Open the Units table (for instructions on how to invoke this function, press the Access button at the topof this Help topic). The Units dialog is displayed (this dialog lists all the units that already exist in thesystem):

    To display only the active items, select the Hide non-active checkbox. Items can be defined as activeby selecting the Active checkbox in the new and edit dialogs.

    This dialog enables you to perform the following:

    Add new unitsEdit existing units

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    Table Management > Adding New Units

    Add new quote units details.

    Open the Units table (for instructions on how to invoke this function, press the Access button at the topof this Help topic). The Units dialog is displayed (this dialog lists all the units that already exist in the

    system):

    To add a units:

    1. From the Units dialog, click . The New Units dialog is displayed:

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    2. Define the properties for the new units:

    Unit System Name The unit name.

    Length Symbol The units for length.

    Second Length The units used for large length data.Length Factor The units for length factor.

    mm Factor The ratio of length units to 1mm.

    Area Symbol The units for area.

    Second Area The units for the second area.

    Second Area Factor The units for the second area factor.

    Weight Symbol The units for weight.

    Second Weight The units for the second weight.

    Second Weight Factor The units for the second weight factor.

    Density The units for the material density.

    Density Factor The units for the density factor.

    Default Material Thickness The units for the default material thickness.

    Cost per Weight The units used for calculating the cost per weight.

    Cost per Weight Factor The units used for the cost per weight factor.

    Cost per Area The units used for calculating the cost per area.

    Cost per Area Factor The units used for the cost per area factor.

    Decimal Digits Markup The units used for the decimal digits markup.

    Decimal Digits Currency per Job The units used for the decimal digits currency per job.

    Decimal Digits Currency perStroke

    The units used for the decimal digits currency per

    stroke.

    Decimal Digits Length The units used for the decimal digits length.

    Decimal Digits Area The units used for the decimal digits area.

    Decimal Digits Weight The units used for the decimal digit weight.3. Select the Active checkbox to activate the new units in the Job Detailsarea of the DieQuote

    Generator main window.

    4. ClickOK to save your revisions in the Units dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

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    Table Management > Editing Units

    Edit the details of existing quote units.

    Open the Units table (for instructions on how to invoke this function, press the Access button at the topof this Help topic). The Units dialog is displayed (this dialog lists all the units that already exist in the

    system):

    To edit units :

    1. From the Units dialog, click . The EditUnits dialog is displayed:

    2. Edit the relevant fields; see the field descriptions in Adding New Units.

    3. ClickOK to save your revisions in the Units dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

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    Other Expenses

    Table Management > Other Expenses

    Manage other expense information.

    Open the Other Expenses table (for instructions on how to invoke this function, press the Accessbutton at the top of this Help topic). The Other Expenses dialog is displayed (this dialog lists all theother expenses that already exist in the system):

    To display only the active items, select the Hide non-active checkbox. Items can be defined as activeby selecting the Active checkbox in the new and edit dialogs.

    This dialog enables you to perform the following:

    Add new other expenses

    Edit existing other expenses

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    Table Management > Adding a New Other Expense

    Add new other expense details.

    Open the Other Expenses table (for instructions on how to invoke this function, press the Accessbutton at the top of this Help topic). The Other Expenses dialog is displayed (this dialog lists all the

    other expenses that already exist in the system):

    To add a new other expense:

    1. From the Other Expenses dialog, click . The New Other Expenses dialog isdisplayed:

    2. Define the new units:

    Type The type of the per part cost.Unit Cost The cost of the action type.

    3. Select the Active checkbox to activate the other expense and add it to the Type dropdown list inthe Other Expenses Tab in the Active Components Expenses Area of the DieQuote Generatormain window.

    4. ClickOK to save your revisions in the Other Expenses dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

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    Table Management > Editing Other Expenses

    Edit the details of existing other expenses.

    Open the Other Expenses table (for instructions on how to invoke this function, press the Accessbutton at the top of this Help topic). The Other Expenses dialog is displayed (this dialog lists all the

    other expenses that already exist in the system):

    To edit other expenses:

    1. From the Other Expenses dialog, click . The Edit Other Expenses dialog isdisplayed:

    2. Edit the relevant fields; see the field descriptions in Adding a New Other Expense.

    3. ClickOK to save your revisions in the Other Expenses dialog.

    Note: You can click Cancel at any time to cancel your entries and close the dialog without saving.

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    Generating Reports

    The Report Generator dialog enables you to select the template and output file for the generatedreport (see the example report below).

    To generate reports :

    1. Run the Report function (for instructions on how to invoke this function, press the Accessbutton at the top of this Help topic).

    The Report Generator dialog is displayed:

    2. Define report generator parameters, as follows:

    SelectTemplateFile (MHT)

    Select the report template from the dropdown list. The dropdown list displays

    all the template files in the default folder (C:\Die_Quote_Documents) which

    is created during the installation. If required, click to search for a

    different template. The Select Template File dialog is displayed, enabling youto browse and select your template file, as shown in the example below:

    OutputFolderName

    Select the folder in which the report will be saved. If required, click to

    search for a different folder; the Browse for Folderdialog is displayed,showing the default path name (C:\Die_Quote_Documents).

    Output FileFormatType

    Select the file format of the report from the dropdown list.

    Depending on the chosen file format, the generated report will be opened in

    the appropriate viewer.

    3. Select the Open the Created Report checkbox to open the report (default).

    4. The Last Report Path displays a hyperlink to the full path name of the last report created.

    Before a report is generated, this field is blank, as shown in the dialog above. Once a report is

    created, the link is displayed, as shown below - click on this link to display the last created report

    (in the appropriate viewer):

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    5. ClickOK to generate the report and save it in the selected default folder, set when you definedthe Output File Name above. (If the Open the Created Report checkbox is selected the reportwill be displayed.)

    Note: You can click Cancel at any time to cancel your revisions and close the Report Generator

    window.

    An example of part of a report is shown below:

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    DieQuote Generator Control Panel

    DieQuote Generator Control Panel

    The DieQuote Generator Control Panel enables you to run DieQuote Generatorand also other

    applications.The control panel that is displayed depends on your DieQuote Generator installation. If you have a

    Network installation, the following control panel is displayed:

    If you have a Standalone installation, the following control panel is displayed:

    Backup or Restore the entire DieQuote Generator database. This tool is only displayed

    for Server or Standalone installations only.

    The following dialog is displayed (see Database Backup & Restore for a description of

    the backup/restore procedure):

    Launch the DieQuote Generator application. This tool displays the DieQuote GeneratorMain window.

    Check that the current configured DieQuote Generator database is up and running. This

    tool checks the connection to the database and also returns the database version number.

    For example:

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    Upgrade the DieQuote Generator database after a software upgrade. This tool checks ifthe current database is compatible with the current DieQuote Generator installation. If

    not, the database is upgraded so that it is compatible.

    This tool is usually run after a DieQuote Generator software upgrade.

    Database Backup & Restore

    To protect your data, you canbackup and restore yourDieQuote Generatordatabase as required. The

    backup can only be performed on a PC where an SQL server is installed. It is only possible to backup a

    database that is located locally on the computer.

    Backup a Database

    To backup a database:

    1. Invoke the Backup/Restore Database tool.

    2. The Backup/Restore Database dialog is opened. Press the Refresh button.

    After the processing is completed, the Select Local Server dropdown menu is enabled. This listdisplays the local servers that exist on your computer.

    3. Select the local server to be used to save (and later, restore) the backup.

    4. Select the Use Windows Authentication option.

    5. Press the Test Connection button.

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    6. After the processing is completed, from the dropdown list in the Backup / Restore Databasearea of the dialog, select the database you wish to backup.

    7. Press the Create Backup button and browse to the folder to where the backup file is to besaved.

    8. Press OK. The backup operation is performed and a confirmation message is displayed.

    The backup file is created this is the backup of the database. The backup file name prefixconsists of the database name and the current date and time; the suffix is .bak. For example:DieQuoting_03_Apr_2009_16_42_58.bak.

    The date is added based on the 'Local' date and time format defined for your computer; thereforeit may differ from one computer to another.

    Restore a Database

    To restore a database:

    1.

    The first 5 steps are identical to thebackup procedure.2. In the Backup / Restore Database area of the dialog, either type in a new database name (as

    shown below) or, from the dropdown list, select the name of the database you wish to restore.

    Note that spaces cannot be included in the database name.

    3. Press the Restore Backup button.

    4. Browse to the folder from where the backup file is to be restored and select the appropriate file.

    The restore operation is performed and a confirmation message is displayed.

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    Bill of Materials (BOM): A table that is used to keep a record of the parts in the drafting sheet. ABOM is also used to list all the data regarding the components (sub-assemblies, parts, and raw

    material) that make up a parent assembly.

    Binder: The force applied to the perimeter of a sheet during a deep drawing operation to suppresswrinkling and control metal flow.

    Blank (Die): A flat pattern (unfold) representation of a 3D model (with constant thickness) in a 2Dshape (before deformation). Or a piece of sheet metal stock from which a product is made. To

    get a blank, from a bent shape, you can either use FEM or, in simple cases, a geometricalsolution such as the CimatronE - Un-Fold tool).

    Blank (Electrode): A piece of material stock from which the electrode is made. See Electrode.

    Blisks: Bladed disks, or blisks, are one-pieced parts for compressors.

    BOM: See Bill of Materials.

    Boundary: The topological limit of an entity.

    Burning Area: A group of faces that are machined by Electro Erosion.

    C

    CAD: CAD (Computer Aided Design). The use of computers to assist and develop phases of design.

    CAM: CAM (Computer Aided Manufacturing). The use of computers to assist in manufacturing(controlling the manufacturing processes). See NC.

    Canned Cycle: A sequence of events initiated by a single G-Code command. See G-Code.

    Carrier (strip) (Die): The area of a stock strip that ties the parts together and carries them through aprogressive die until the final operation.

    Catalog: See CimatronE Catalog.

    Catalog Terms - Catalog Feature: This holds all the features that are used to create a catalog part.

    Catalog Terms - Catalog Part: A catalog part is a single part file which could contain several objects.One of these objects may be defined as a cutting object using the attach names tool. This objectdescribes the hole which should be created in other parts which collide with the part. The part

    could also have some of its dimensions defined as catalog dimensions using the attach names

    tool. These dimensions could be primary or secondary dimensions. Other entities could alsohave names attached to them.

    Catalog Terms - Catalog Table: The Catalog Table is displayed within the CimatronE Explorer whena catalog part is selected in the File Control pane of the CimatronE Explorer or when various

    Add, Get and Edit operations are invoked which require interaction with the catalog table. Thecatalog table displays the catalog records (dimensions) for the selected catalog part.

    Catalog Terms - Dumb File: This is a file which has no catalog dimensions. Such a part uses thecatalog as a simple library.

    Catalog Terms - Free Part: A regular CimatronE file which is no longer connected to the catalog.

    Catalog Terms - Non-Standard Catalog Part: A non-standard catalog part is a part that has beencreated from the catalog, where one or more of its parameters differ from those defined in thecatalog.

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    Catalog Terms - Standard Catalog Part: A standard catalog part is a part that has been created fromthe catalog, where all of its parameters are the same as those defined in the catalog.

    Cavity: A concave feature in a mold into which an opposing core enters when the mold is closed. Thespace inside the mold, between the cavity and core, is where the inserted material solidifies andforms the part. The cavity forms the outer surfaces of the molded part. Molds can contain a

    single cavity or multiple cavities to produce more than one part at the same time. See Mold.

    Checkbox: A control that you click to turn an option on or off. A check mark in the checkbox indicatesthat the option is turned on.

    Cimatron DieQuote Generator: Cimatrons DieQuote Generator is an application (external toCimatronE) to help die makers with the quoting process, by using information created in

    CimatronE DieDesign together with the knowledge of the die maker. DieQuote Generator is

    database-based, enabling you to keep and manage lists of customers, materials, presses andquotes. It provides automated tools to cal