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Use this form to define the format for displaying the cost of goods sold information about a manufactured item and to define the basis for calculating manufacturing overheads by using indirect cost calculation formulas. A calculation formula for manufacturing overheads can reflect a surcharge percentage that is applied to route and bills of material (BOM) costs, or an amount that is applied to the hourly rates or piece rate for a routing operation. 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 item. The costing sheet and calculation formulas build on the cost group feature and BOM calculations.

The costing sheet is displayed as part of the form for a manufactured item's calculated cost, either for a cost record within a costing version or for a calculation record that is generated by an order-specific BOM calculation. It is also displayed as part of the price calculation inquiry for a production order. The indirect cost calculation formulas apply to BOM calculations, to production cost estimates, and to reported consumption against a production order.

Tasks that use this form

Navigating the form

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

Tabs

Tab

Description

Define the identification and setup information for the selected node.

View previously defined cost groups.

Define the identification and setup information for the selected surcharge or rate node.

Define the calculation basis and calculation formula for the selected surcharge or rate node.

Define the ledger accounts for the selected surcharge or rate node.

Define the financial dimensions for the selected surcharge or rate node.

Buttons

Button

Description

Change the status of the selected cost record for the selected surcharge or rate. The status will be changed from pending to active.

Validate the costing sheet setup to identify warnings or errors.

Save the costing sheet setup.

Fields

Field

Description

Display the tree structure of nodes, select a node for editing or deletion, and create a new node.

View the node type that was assigned when the node was created. The node types include ; , , and .

Enter or show the unique code for the costing sheet node.

Define the description of the code.

Select a type of cost price for the price node. Selecting a type of undefined will result in an error when you try to validate or save the costing sheet setup. A type of undefined should be used when you are temporarily undecided about the type.

Select whether the node will be displayed as a header in the costing sheet. The node appears before its children nodes.

Select whether the node will be displayed as a total in the costing sheet. The costs that are associated with children nodes will be displayed as a total cost. The node appears after its children nodes.

Select the cost group that acts as the basis for costs.

View the cost group type that is assigned to the cost group.

View the behavior that is assigned to the cost group. The behavior of the cost group determines whether the costs will be displayed as variable or fixed in the costing sheet.

Select the applicable costs for the surcharge. The applicable costs include:

  • - The applicable product costs reflect the incremental direct manufacturing costs that are defined by the item's routing or the direct material costs that are defined by the item's BOM. The routing and bill represent a single level in the product structure.

  • - The applicable product costs reflect the total rolled-up costs for the manufactured item. This approach could be used when overheads are applied just to the end-item within the product structure.

  • - The applicable product costs reflect the product structure up to the first-level components. This approach could be used when overheads are only applied to lower-level manufactured components.

  • - The subtype of undefined will result in an error when you validate or save a costing sheet. A subtype of undefined should only be used as a temporary value when you set up a calculation formula to indicate that you are undecided.

Select whether the calculation formula can be expressed per item or per item group.

Select the applicable category for the rate. The categories for a routing operation include process, setup, or quantity. The subtype of undefined will result in an error when you validate or save a costing sheet. A subtype of undefined should only be used as a temporary value when you set up a calculation formula to indicate that you are undecided.

Select a cost group that acts as the basis for the calculation formula. For example, select a cost group for labor when the indirect costs represent a labor-related overhead.

Select a ledger account for identifying the value of work in process (WIP) issues.

Select a ledger account for identifying the value of the WIP account.

Select a ledger account for identifying the value of indirect absorption.

Select a ledger account for identifying the value of indirect absorption offset.

Select the financial dimensions.

Show the cost group identifier.

Show the cost group description.

Show the cost group type of the cost group.

Display the status of the cost record for a calculation formula. A cost record with pending status must be activated to change status to current active.

Select the costing version of the cost record for a calculation formula.

Select the site of the cost record for a calculation formula. The cost record can be site-specific, or it can use a null value to indicate a company-wide calculation formula (when you use multisite functionality).

Select whether the calculation formula applies to all items, a group of items, or a specific item. If the calculation formula applies to an item group or an item, select the applicable item group or item in the relation field.

Select the applicable item group or item number of the cost record for a calculation formula when the per item check box has been selected.

Enter the surcharge as a percentage.

Enter the from-date for the cost record with a pending status, or display the activation date for a cost record with an active status.

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

See Also