Copy Structure and Apply Costs

Explanation

This activity is used to copy product structure from an existing part number to a product item within the estimate tree structure. It is possible to select a part number which is for a manufactured or a purchased part. If buildable structure and/or routing revision/alternates (just for manufactured parts) exist at the defined required date, then the default revision/alternate combination is automatically suggested.

For a manufactured part, it is possible to define a manufacturing lead time. If a manufacturing lead time is defined for the selected part number, then it is not considered when proposing a possible default structure and routing rev/alt. This means that if there is a lead time defined, then it is not subtracted from the required date. You can update the selected part number and the defaulted revision/alternate to copy. It is only possible to select alternate for the top part number to copy and not its sub-parts. When generating the estimate structure for the sub-items by using the copy product structure functionality, default revision/alternate combination is used for structure and routing.

If no buildable structure and/or routing revision/alternates exist, then the revision/alternate fields are left undefined. It is then mandatory to select among tentative revision/alternates. For manufactured parts it is also possible to select among prototype revisions since they are always in status Tentative. If a prototype structure and/or routing revision is selected in the copy process for a manufactured part, then the type prototype considered for manufactured parts at lower levels as far as possible. When no prototype structure or routing revision exists, then instead the manufactured structure and/or routing revision used. It is not possible to complete the procedures of the Copy Product Structure and Apply Cost dialog box until the revision/alternates are defined for the structure and/or routing.

In the copy process apply cost on the estimate tree structure can also be applied. There is a group box, Apply Cost. If the Part Cost is selected, Cost Set field is enabled. It is then mandatory to enter or select a cost set. When a cost set is selected then the order based calculation is in conformity with the interim order, executed for the version handled top item quantity. If there is a part in the copied structure with a standard lot size defined, it is assumed to be a make to stock part and unit cost calculation is applied for the structure below the specific part. If a standard lot size is not defined for the parts, they are treated as make to order parts and order cost calculation are applied for those parts. This means that it is possible to use a part costs calculation as the foundation of the cost build-up for an estimate top item.

However applying cost is only possible, if the part type to copy from is equal to the part type to copy to. For example; it is not possible to apply cost if the structure for a manufactured part is to be copied to a purchased part. This is not allowed since different cost templates are used for manufactured- and purchased part in the part cost calculation.
If you select Do Not Apply Costs option only the components and operations are copied.

Note: This functionality can be used to copy a deviating product structure to an existing part. The part is then considered as modified and a new revision and/or alternate of the part no is created when part data is generated based on the estimate tree structure. It is also possible to overwrite an existing revision.

Prerequisites

This activity requires that:

• An estimate exists with at least one product item.
• The estimate header cannot be in Closed or Cancelled status.
• The manufacturing part which structure- and routing rev/alt to copy must exist on the same site as defined for the estimate item.

System Effects

This action copies the product structure for a selected part no to a product item within an estimate tree structure.

Window

Estimate

Related Window Descriptions

Estimate

Procedure

1. Open the Estimate window and query for the required Estimate ID.
2. Click on the first on Items/Product tab
3. Right-click from the top object in the tree structure and select Expand Descendents.
4. Select the product item in the tree structure which can obtain a copy of a selected part no’s product structure and/or routing (just for the manufactured parts)..
5. Click on the Items/Product tab.
6. Right-click and select Copy Structure and Apply Costs.
7. In the Copy Structure and Apply Costs dialog box enter or use the List of Values to select a part no to copy from.
   Note: If the part no to copy from represent a purchase part then there is an option to choose whether to generate the structure for all purchase parts related to the selected structure revision/alternate. By default this option is selected.
8. If the defined part no represent a configurable part then enter or select a configuration id, if not go to 9.
   Note: When copying a configuration, then the configuration id is immediately dropped for all configurable parts and they are set to Modified. Configurable parts are converted into standard parts since a configurable part cannot be a component included in a standard part.
9. If required use List of Values to select or update the structure and routing revision/alternates.
   Note: It is not possible to update the structure and routing revision/alternates if a configurable part is defined. This is not possible since it is the configuration id that determines the combination.
10. Optional is to apply cost.
    Note: For a configurable part always make to order scenario considered. A possible part cost calculation is never applied on the copied configuration.
11. Press OK.