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Use this form to copy item cost records to the copy-to costing version. The copy process provides two basic options: to copy the item cost records from a specified costing version or to copy the active item cost records that are defined in one or more costing versions. Item cost records can be selectively copied and selectively changed to populate the copy-to costing version. For example, you can change the cost records based on a factor or amount, change the site (thereby creating cost records for another site), or change the from-date (thereby creating cost records that are applicable to a future time period). The copied cost records have a pending status, and costs for manufactured items need to be recalculated after copying.

The copy process can also apply to item sales prices and purchase prices that are defined within a costing version. For example, the copied data for item sales prices can reflect a 20 percent increase, or the copied data for item purchases prices can reflect a USD 3.00 increase in miscellaneous charges.

Several restrictions apply to the copy process. For example, standard costs can be copied to a costing version for standard costs or planned costs, whereas planned costs can only be copied to a costing version for planned costs. The copy process cannot create duplicate cost records, which may require the deletion of pending cost records in the copy-to costing version.

Examples

A manufacturing company employed one costing version to maintain standard costs for the current year. This costing version contained the cost records for all items. The company defined a second costing version to contain standard costs for next year. The company copied the cost records from one costing version to another, thereby populating the items' pending costs within next years' costing version. The copy function was used to increase costs by a factor of 1.1 because costs of purchased material are anticipated to increase 10 percent. The pending costs for all purchased items were reviewed and adjusted, and BOM calculations were performed to calculate pending costs of manufactured items.

A second manufacturing company employed the two-version approach to maintaining standard costs for the current year, which meant that the active cost records were not within one costing version. The company defined an additional costing version to contain standard costs for next year. The company copied the active cost records to this additional costing version, thereby populating the items' pending costs.

Navigating the form

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Select and enter the parameters for copying item cost records to the copy-to costing version.

Fields

Field

Description

Show the identifier of the copy-from costing version, which reflects the selected costing version.

Show the name of the copy-from costing version.

Select the choice of copying the items' cost records from the selected copy-from costing version. Cost records with a pending status will be copied. You can separately select whether cost records with an active status should also be copied from the specified costing version.

Select whether cost records with an active status should also be copied from the specified costing version.

Select the choice of copying the items' cost records with an active status. You can separately select a limitation for copying active cost records that are based on the type of costing version.

Select a limitation for copying active cost records.

  • - Copy the items' active cost records from any costing version.

  • - Only copy the items' active cost records from costing versions for standard costs.

  • - Only copy the items' active cost records from costing versions for planned costs.

  • - Only copy the items' last price that is based on invoiced purchase orders.

Enter a date to limit the copy process so that copying only applies to the item cost records with a from-date on or before the specified as per date.

Select the copy-to costing version. Item cost records will be copied to the copy-to costing version.

Select that a new from-date should be assigned to the copied data. You must separately enter information about how the date should be assigned.

Enter the change in the from-date when you selected to change the date. A new date can be expressed as a specific number of days (or months or years) after today's date.

Select the time unit for the change in date that you want. The time unit can be days, months, or years.

Select that a different site should be assigned to the copied data. You must separately enter the identifier of the different site.

Enter a site when you have you selected to change the site for the item cost records being copied.

Enter the factor for increasing or decreasing the costs for the item cost records that are being copied. A factor of 1.1 represents a 10 percent increase, while .9 represents a 10 percent decrease.

+

Enter the amount that should be added or subtracted to the costs for the item cost records that are being copied. A positive amount represents an increase, while a negative amount represents a decrease.

Enter the factor for increasing or decreasing the miscellaneous charges within the item cost records that are being copied.

+

Enter the amount that should be added or subtracted to the miscellaneous charges within the item cost records that are being copied.

See Also