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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.

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

Software Version: 2023.11XX.XX and newer

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  • Inventory Offset GL Account:
    • IQ: Cost Item History: Opens the Cost Item History Inquiry......     blank      and is always editable.Validations for zero and/or negative values?? Cost Breakdown formulas
    • Use BOM Recovery %: Use this method if the Planning Item inherits the recovery from the Cost Breakdown formula.
    • Manually Set on BOM: Use this method if the Planning Item's recovery must be manually set on each Cost Breakdown formula.
    • By Batch:
    • Variable:
    This lookup contains all
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    Mass Update

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    Mass Update - Global 3.0
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    • 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:
    		More Actions 
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    • 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.
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    Cost Item Description 

    Identifies the BOM description of the Cost Item Description.  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 <= XX characters 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 .  It must be unique" will be displayed on Save. This allows users to setup the same Cost Item ID both when used by Lbs or Hours. This defaults to blank, must be <= XX 25 characters and is always editable. 

    Database Field: ERPx_IMCostItem.CostItemID

    Cost Offset GL AccountIdentifies the GL Account of the Credit side of where this item posts to the Journal on a Production Transaction.  This

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     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

    a blank value,

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

    Database

    Field:

    Fields: ERPx_GLAccount.AccountNumber: Description, ERPx_IMCostItem.CostOffsetGLAcctSK

    Created 

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    Database Field:

     

    ERPx_IMCostItem.CreatedDate

    Created By

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    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 

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     It defaults to 'No' and is always editable.  Note: "No" values display as blank. 

    Database Field:  ERPx_IMCostItem.IsInactive

    Last Updated 

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    Database Field:  ERPx_IMCostItem.LastUpdated

    Last Updated By

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    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 Field:Fields: ERPx_IMItem.UOMID, ERPx_IMCostItem.UOMSK

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