Versions Compared

Old Version 7

changes.mady.by.user Emma Greenwood

Saved on

compared with

New Version 8

changes.mady.by.user Tom Williams

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Planning Items are attached to Cost Formulas and used to record costs and recovery %. Planning Items are similar to non-inventory tracked Item Codes and examples may include things like: Labor, Overhead, Packaging, Raw Material, etc. They are used in the Inventory functional Area for Bill of Materials.

Insert excerpt
Def - Cost Items
Def - Cost Items
nopaneltrue
 The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2023.XX.XX and newer

...

Allows users to set  Identifies the GL Account of the Credit side of where this item posts to the Journal on a Production Transaction.  ......     Cost Breakdown formulas
Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Delete
Insert excerpt
Delete - LV 3.0
Delete - LV 3.0
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global
Help - Global
nopaneltrue
Mass Update

Insert excerpt
Mass Update - Global 3.0
Mass Update - Global 3.0
nopaneltrue

  • Rate: 
  • Set the Fixed Cost Rate for many Cost Items at the same time.  This value must be >=0, otherwise the message "Rate cannot be less than 0." will be displayed. 
  • Effective Date:
  • A date control used to set the effective date of the cost change.
  • Scaling Method: A single-select lookup to assign how the cost item scales on a BOM. The options include By Batch or Variable.
  • Cost Offset GL Account: A single-select lookup to assign the GL Account that will be used for the cost portion of item cost amount (typically a credit) when a BOM is used to assign an item cost.
New
Insert excerpt
New - LV 3.0 no RV
New - LV 3.0 no RV
nopaneltrue
Quick Column Filter
Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue
Save
Insert excerpt
Save - LV (Multi Line) 3.0
Save - LV (Multi Line) 3.0
nopaneltrue
Saved Layout
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Cost Item Description 

Identifies the description of the Cost Item.  This is an editable text box that is required, if missing the message "Cost Item Description is required." will be displayed on Save.  It defaults to blank, must be <= 100 characters and is always editable. 

Database Field: ERPx_IMCostItem.CostItemDescription

Cost Item ID

Identifies the unique identifier of the Cost Item.   This is an editable text box that is required, if missing the message "Cost Item ID is required." will be displayed on Save. This should must be unique based on a by combination of Cost Item ID and UOM else the message "Cost Item ID + UOM must be unique" will be displayed on Save.   It This allows users to setup the same Cost Item ID both when used by Lbs or Hours. This defaults to blank, must be <= 25  characters 25 characters and is always editable. 

Database Field: ERPx_IMCostItem.CostItemID

Cost Offset GL Account

Insert excerpt
Def - GL Account - Cost Offset
Def - GL Account - Cost Offset
nopaneltrue
This is a single select lookup that is required, else the message "Cost Offset GL Account is required." will be displayed on Save.  It defaults to blank and is always editable.

The lookup contains the current assigned value and a list of all 'Active' GL Accounts. 

Database Fields: ERPx_GLAccount.AccountNumber: Description, ERPx_IMCostItem.CostOffsetGLAcctSK

Created 

Insert excerpt
Created
Created
nopaneltrue

Database Field: ERPx_IMCostItem.CreatedDate

Created By

Insert excerpt
Created By
Created By
nopaneltrue

Database Field: ERPx_IMCostItem.CreatedBy

Effective Date

Identifies the date

that the cost Rate became effective. This is a date field that is required, if missing the message "Effective Date is required." will be displayed on Save.

It defaults to the current date and is always editable.

Database Field: ERPx_IMCostItem.EffectiveDate

Inactive 

Insert excerpt
Def - Inactive
Def - Inactive
nopaneltrue
 It defaults to 'No' and is always editable.  Note: "No" values display as blank. 

Database Field: ERPx_IMCostItem.IsInactive

Last Updated 

Insert excerpt
Last Updated
Last Updated
nopaneltrue

Database Field: ERPx_IMCostItem.LastUpdated

Last Updated By

Insert excerpt
Last Updated By
Last Updated By
nopaneltrue

Database Field: ERPx_IMCostItem.LastUser

Rate

Identifies the current rate of the Cost Item.   This is a numeric textbox that is required, if missing the message "Rate is required." will be displayed on Save.    It defaults to blank, must be >=0 else the message "Rate cannot be less than 0." is displayed on Save and always editable. 

Database Field: ERPx_IMCostItem.Rate

Scaling Method

Identifies how the quantity of the Cost Item scales on

a BOM.  This is a single select lookup that is required, if missing, the message "Scaling Method is required." will be displayed on Save.  This defaults to blank and is always editable. The available options include:

  • By Batch: It scales up or down by the batch qty. For example, if the Batch Qty of a cost item was 10 Hours / 1,000 lbs then the cost qyt would be 20 hours for any amount of production between 1,001 - 1,999 lbs.
  • Variable: It scales up or down in proportion to the batch quantity. For example, if the Batch Qty of a cost item was 10 Hours / 1,000 lbs then the cost qty would be 11 hours if 1,100 lbs were produced.

This lookup contains the values in the BOMScalingMethod Enumeration Class where Enumeration Value = 3, 4. 

Database Field: ERPx_IMCostItem.ScalingMethodEN

UOM

Identifies the Unit of Measure of the Rate.  This is a single select lookup that is required, if missing, the message "UOM is required." will be displayed on Save.  This defaults to blank and is always editable.

The lookup contains the current assigned value and a list of all 'Active' Units of Measure. 

Database Fields: ERPx_IMItem.UOMID, ERPx_IMCostItem.UOMSK

...