Copy Costs between Cost Sets
Explanation
This activity can be used to copy costs from one cost set to another.
Note: You cannot use this function to copy costs into cost set 1. This optional task is to be performed by a system administrator or
an equivalent person.
This allows you to create alternate cost sets for a part using the values defined for an existing cost set. This gives you greater flexibility in working with costs and allows you to influence how part costs are calculated. You can copy costs for the underlying structure and include only those parts whose costs have been approved.
One of the most common mistakes made when using IFS/Costing is that you forget to copy work center, labor, and/or subcontracting costs before calculating costs on a new cost set. You can easily avoid this fault by clicking Controls on the Copy Cost Set dialog box
and then selecting the Copy Work Center and Labor Class Costs check box and the Copy Subcontracting Costs check box.
Note: If you select the Copy Work Center and Labor Class Costs
check box, all costs for work centers and labor classes on the site are copied from the selected cost set to
the destination cost set. Similarly if you select
the Copy Subcontracting Costs check box, all subcontracting costs for
outside operations are copied from the selected cost set to the destination cost
set. The subcontracting cost for a particular cost set can be entered from the Subcontracting Cost window.
There are several ways to quickly copy a part:
- You can set the part status of obsolete top parts with zero on-hand to Inactive (in the
Inventory Part window), and then order a copy of
active parts only. The Part Status field in the Copy Cost Set
dialog box can be used for this purpose.
Part Cost Group has a higher ranking compared to the Part Status.
If the Part Cost Group is specified, then the system does not give consideration to the end items (top parts).
If only the Part Status is specified, the system will just filter out the end items (top parts) to start with
and if the Include Components
check box is not selected, it will only copy the end items that fulfill the part status criteria.
This might result in an unnecessary difference in shop order costing.
- You can do an incremental copy by clicking Controls on the Copy Cost Set
dialog box and then selecting the Incremental Copy check box. This includes only
the parts that fulfill the following criterion: Total Cost in
Cost Set From<> Total Cost in Cost Set To. This can significantly speed up the copy process.
If the Incremental Copy check box is selected, then the system always uses
include components.
For supplier delivery overheads defined in the source cost set, in order to copy supplier delivery overhead into
the destination cost set, it is required to have the
Copy Supplier Delivery Overhead check box selected.
This activity can be performed in the Copy Cost Set
dialog box as well as the Part Cost and
Part Costs windows.
Prerequisites
This activity has the following prerequisites:
- Cost sets must be defined.
- Sites must be defined.
- An inventory part with costs must be calculated in any cost set.
System Effects
As a result of this activity:
- Cost sets are copied, overwriting the costs in the selected cost set.
- Inventory part costs can be compared between different cost sets.
- For manufactured parts, the calculation adds costs of the components to
the parent parts.
- The cost set estimated material cost of
the destination cost set for all parts subjected to copying will be replaced
with the costs of the source cost set.
- The part-specific general overheads, material
overheads, sales overheads, purchase part delivery overheads and supplier
for purchase part delivery overheads defined for the source cost set will be
copied into the destination cost set. As a result, corresponding overhead
records for the destination cost set will be created and can be seen in
respective clients for such part connected overheads.
- For supplier delivery overheads, costs will be
copied to the destination cost set only if the Copy Supplier Delivery
Overhead
check box is selected.
Window
Copy Cost Set
Part Cost
Part Costs
Related Window Descriptions
Copy Cost Set
Controls for Copy Cost Set
Part Cost
Part Costs
Procedure
To perform this activity in the
Copy Cost Set
dialog box:
- Open the
Copy Cost Set dialog box.
- To change the default site, click List in the Site field and
select the site whose costs you wish to copy from the List of Values.
- In the Cost Set From field, click List and select the cost
set whose costs you wish to copy from the List of Values.
- To copy costs from a group of parts, click List in the Cost Group field and select the part cost group whose parts you wish to copy.
- To copy costs from a specific part, click List in the Part No
field and select the part from the List of Values.
- If you specified a part in step 5, click List in the Struct.
Alt. and Rout. Alt. fields and select the structures or routings whose costs
you wish to copy.
- In the Cost Set To field, click List and select the cost set
whose costs you wish to copy.
- Click Controls. The Controls for Copy Cost Set dialog box opens.
- Select the required check boxes based on the controls you need to enable
and click OK.
- To copy costs for parts in the underlying structure, select the Include Components check box.
- To copy only those parts whose costs have been approved, select the
Only Copy Approved Parts check box.
- To copy costs for configurable parts, select the
Include Configurable
Parts check box.
- To copy only those parts that have a new total cost since the last copy
operation, select the Incremental Copy check box.
- To copy work center costs and labor class costs, select the
Copy Work
Center and Labor Class Costs check box.
- To copy subcontracting costs, select the
Copy Subcontracting Costs
check box.
- To copy supplier delivery overheads, select the
Copy Supplier Delivery Overhead check box.
- Click OK on the Copy Cost Set dialog box.
To perform this activity in the
Part Cost or
Part Costs window:
- Open the Part Cost or
Part Costs
window.
- Query for the part and cost set whose costs you wish to copy.
- Right-click
the header and then click Copy Cost Set. The
Copy Cost Set dialog box opens.
- Make sure that the relevant values for the particular part is available in
the
Part No, Struct Alt, Rout Alt, Site and Cost Set
From fields.
- Follow the steps 7 onwards listed above.