Costs

  Edit / Revise Costs

The Cost Provider, Location/Subsupplier (or Cost Family), and Cost Value Types are identifying features of a part cost and may not be edited.

• To change any of these attributes, create a new part cost.

There are two ways to edit costs:

• An individual cost may be edited on the cost Properties page or on the part Costs page.

• One or more costs may be edited on the EBOM PowerView, Flat BOM tab.

Costs may only be edited in the Create state. If you try to edit an Active state cost, you will be prompted to create a new cost revision.

• To create a new revision of an Active state cost, edit the cost, as described below, and you will be prompted to create a new cost revision.

The Include Children In Rollup (ICIR) and Location Type settings may be toggled on Create or Active state costs without editing the details of a cost.

Multiple costs may be created, updated, or revised at once using the Cost Import Template.

Toggle Include Children In Rollup (ICIR) and Location Type

These two settings may be toggled on the cost Properties page without editing the details of the cost:

• Include Children In Rollup (ICIR): Yes / No

• Location Type: Default / Alternate

Location Type may also be toggled on the part Costs page.

1. Access a part Costs page.

 See View Part Costs.

2. Click the cost name to display the cost Properties page.

To change the Location Type setting, you may use the radio buttons   on the part Costs page to select a cost.

3. Click and select a command.

A confirmation message explains what you are about to do.

4. Click to complete the operation.

The page refreshes, showing the new setting.

Edit a Cost

1. Access a part Costs page.

 See View Part Costs.

2. Either click the cost name to display the cost Properties page, or use the radio buttons   to select a cost.

3. Click and select a command.

The Edit Total Cost window displays.

If the selected cost is in the Active state, you will be prompted to create a new cost revision.

4. Edit the cost details.

The Description, Item Level Attributes and Spend Analysis Level Attributes may be edited.

5. Click Done to save the changes.

Edit Multiple Costs

1. Access a component or assembly EBOM PowerView, Flat BOM tab, Cost View.

  See View Part Costs.

2. Use the Table pulldown list to select Expanded, displaying more columns of cost data.

Parts may have costs of different Cost Value Types, from various Cost Providers, for different projects.

The same Cost Provider may have different costs for different projects using the same part.

Cost Family (in the Location/Subsupplier field) ensures a cost is applicable to the correct project.

3. Use the Search button to filter the Flat BOM costs by Cost Family, in the Location/Subsupplier field.

It is important to assign a Cost Family when creating costs and to use the Cost Family to filter the Flat BOM costs -- ensuring that you work only with your costs.

You may build a Complex Search to further narrow the list of costs.

Common attributes to add to your cost filter:

• Cost Value Type to only edit Targets, or Quotes, etc..

• Cost Provider to only edit costs from a particular supplier.

4. After filtering your costs, click to enter Edit mode.

Active state costs may not be edited, other than Make/Buy and ICIR. Other fields of Active state costs will not be editable.

To change the attributes of an Active state cost, edit the individual cost, as described above, and you will be prompted to create a new cost revision.

5. Scroll to the right to view the editable attributes and enter data as required.

A change is committed as soon as you to move to a different field or click anywhere else.

6. When edits are complete, click to return to Read (normal) mode.

Page Last Updated:  8 Jan 2016