Define Cost Template
Explanation
Use this activity to define and maintain cost templates to be used within the
system, and to connect buckets to inventory parts. This mandatory task is to be
performed by a system administrator or equivalent person. The idea with Cost
Rollup Control is explainded by a short example.
We buy a part 95 times of 100. We want to capture manufacturing cost in the
shop order flow, using manufacturing cost buckets, but we don't want to
include manufacturing level cost in the cost rollup calculation for this part.
We create a cost template that includes both Manufacturing- and External
Acquired cost buckets. But we only select the Use External Acquired Costs
check box.
Six system-defined cost templates are installed when a user creates a site.
Template are used to connect buckets holding costs to the inventory part that
will carry the costs. This activity can be performed in the
Cost Template and
Cost Templates windows.
Prerequisites
This activity has the following prerequisites:
- Cost buckets must be defined.
- Sites must be defined.
System Effects
As a result of this activity:
- A cost template will be created to which you can connect cost
buckets.
- Include/exclude Manufacturing Costs/External Acquired Costs in the Cost
Rollup calculation.
Window
Cost Template
Related Window Descriptions
Cost Template
Cost Templates
Procedure
To perform this activity in the
Cost Template
window, follow these steps:
- Open the
Cost Template window.
- Create a new record.
- In the Template ID field, enter up to five alphanumeric characters
for the cost template ID.
- In the Template Description field, enter a description for the cost template.
- To change the default site, select the site to which you want to connect the cost
template from the List Values.
- Select Use Manufacturing Costs if you want to include manufacturing cost
buckets in the Cost Rollup.
- Select Use External Acquired Costs if you want to include external
acquired cost bucket in the Cost Rollup.
- Save the changes.
- Repeat steps 2-7 for each cost template you want to create.
To perform this activity in the
Cost Templates
window, follow these steps:
- Open the Cost Templates window.
- Create a new record.
- In the Cost Template ID field, enter up to five alphanumeric characters for the cost
template ID.
- In the Template Description field, enter a description for the cost template.
- To change the default site, select the site to which you want to connect the cost
template from the List Values.
- Select Use Manufacturing Costs if you want to include manufacturing cost
buckets in the Cost Rollup.
- Select Use External Acquired Costs if you want to include external
acquired cost bucket in the Cost Rollup.
- Repeat steps 2-7 for each cost template you want to create.
- Save the changes.