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Autodesk ESTmep - Job Synchronization and RFQ Submittal

Follow the steps below to synchronize an ESTmep job to CINX and create/send an RFQ.

  1. Open the Fabrication ESTmep job. Make sure to be in the ESTmep Configuration AND Profile that you would like to use.                              Note: You must have previously synchronized the catalog and profile to CINX.
  2. Open the CINX ESTmep add-in.
  3. From the left menu, click the Job Sync1 jobsync from menu                                                                
  4. On the Job Synchronization page, click Sync Job Items.2.synch job items from job sync menu 
  5. Select the desired Service Types and click OK.                                                                                                                                                            Note: If you have previously defined service types on the default settings menu, they can be overridden here. If you uncheck a service type, the items in that service will be EXCLUDED from the job synch (joints, for example, maybe one to not synchronize).                                                                                                                                                                                                                                            3 service types                                                                                                                                                
  6. Review and/or enter Job information.                                                                                                                                                                    Note: The Description field is optional.                                                4projectnamenumber                                                                                                      
  7. The project will be created in CINX and items will be copied to the CINX Project.                                                                                          Note: Depending on job size, this may take some time. You can watch the item count to monitor the sync process.5Jobdashboard 
  8. When the job sync has finished, click either the View Items button or Item Browser menu option.6itembrowsermenu
  9. This will open a page where you can filter and view the items that were synchronized.       
    Note: The left panel contains filter breakdowns Services, Systems, Source, Spools, and more.                                                                  Note: There is also a Grouped or Ungrouped toggle. The Grouped option will combine like items into a single row in the grid with a calculated quantity.                                                                                                                                                                                 
    Note: Item rows required a quantity greater than zero (0).                                                                                                                              Note: You can add more items to the RFQ after it is created.7itemview
  10. Select the items for the RFQ by clicking the rows in the grid OR the header row to select all items in the grid.7A selection column
  11. Create the RFQ by opening the New Transaction drop-dwon and selecting the RFQ.8newRFQbutton
  12. Review/Enter the RFQ information and Vendor selections.                                                                                                                                Note: Default values for these settings can be defined in the Addin’s Settings.                                                                                      Note: RFQ number must be unique (not used on a prior transaction).RFQ Name Vendor
  13. Review/Modify the Autosubmit check box and Click Create.
  14. Review/Modify RFQ items.addMoreitems
  15. **IMPORTANT** Click the DISK (save) icon if you made any changes.save Icon
  16. When ready to submit, click the Send to CINX                                                Sendtocinxsmaller
  17. Once submitted, you will see a confirmation message. Click OK.
  18. Review the email. Both you and the vendor sales staff will receive an email notification with a pdf and Excel copy (For REFERENCE ONLY) of the RFQ.
  19. Wait for the Quote to be returned!
  20. Note: You will receive an email when the vendor is ready for your review in the Add-in