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Use this form to define and view the indirect cost calculation formulas for a selected costing version. A calculation formula can reflect a surcharge percentage that is applied to route and bills of material (BOM) costs or a rate amount that is applied to the hourly rates or piece rate for a routing operation. The form displays surcharges and rates on different tabs. Each calculation formula is uniquely identified by a code identifier, costing version, status, from date, item validity, and site (when you use multisite functionality). The item validity can be expressed for all items, an item group, or a specific manufactured item.
The form supplements the form as an approach for defining an indirect cost calculation formula. That is, use the form to initially define the costing sheet node for a surcharge or rate, the associated code, and the initial calculation formula. After the costing sheet has been saved, you can use the form to define an additional calculation formula, such as a new calculation formula with a different surcharge percentage, from date, and costing version.
Tasks that use this form
Examples
A manufacturing company that uses standard costs is anticipating a change in manufacturing overheads (expressed as a surcharge percentage) as of January 1, and the company wants to define a new indirect cost calculation formula to reflect the change. The surcharge percentage was initially defined as a node in the form, with a specified code, cost group basis, item validity, and a costing version for standard costs. The company uses the form to define an additional cost record for a calculation formula that reflects the new surcharge percentage, a from date of January 1, and the relevant costing version for standard costs. The cost record for the calculation formula is initially created with a pending status so that company can perform BOM calculations to calculate future costs. The company will activate the cost record on January 1 so that production order costs reflect the new surcharge percentage.
The same manufacturing company also wanted to simulate a change in manufacturing overheads by using a costing version for planned costs. In this case, the company used the form to define an additional cost record for a calculation formula that reflects the simulated surcharge percentage, a from date of January 1, and the relevant costing version for planned costs. The company performed BOM calculations with the costing version for planned costs in order to simulate the impact of a change in manufacturing overheads.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab 
Description 


View and maintain indirect cost calculation formulas for a surcharge. 

View and maintain indirect cost calculation formulas for a surcharge. 

View a selected calculation formula for a surcharge. 

View and maintain indirect cost calculation formulas for a rate. 

View and maintain indirect cost calculation formulas for a rate. 

View a selected calculation formula for a rate. 
Buttons
Button 
Description 


Activate the selected cost calculation formula. 
Fields
Field 
Description 


Pending records for a calculation formula cannot be maintained because of the blocking flag within the costing version. 

Show the systemassigned status of the calculation formula. The status can be:


Select or show the unique code of the costing sheet node for a surcharge or a rate. The code must be previously defined in the form. 

Show the description of the code. 

Show the cost group identifier for the indirect cost. The cost group identifier is initially assigned in the form. 

Show whether the calculation formula applies to all items, a group of items based on item group, or a specific item. The item validity reflects the values that were defined in the form. 

Show the applicable item group or item when the item validity applies to a group or an item. The item validity reflects the values that were defined in the form. 

Enter or show the site for the calculation formula (when you use multisite functionality). The calculation formula can be sitespecific, or it can use a null value to indicate a companywide calculation formula. The site can be mandated as a policy in the form. 

Enter the surcharge as a percentage. 

Enter or show the from date for a calculation formula with a pending status, or display the activation date for a calculation formula with an active status. 

Enter the rate as an amount (expressed in the local currency). 