Copy Costs between Cost Sets

Explanation

This activity can be used to copy costs from one cost set to another.

Note: You cannot use this function to copy costs into cost set 1. This optional task is to be performed by a system administrator or an equivalent person.

This allows you to create alternate cost sets for a part using the values defined for an existing cost set. This gives you greater flexibility in working with costs and allows you to influence how part costs are calculated. You can copy costs for the underlying structure and include only those parts whose costs have been approved.

One of the most common mistakes made when using IFS/Costing is that you forget to copy work center, labor, and/or subcontracting costs before calculating costs on a new cost set. You can easily avoid this fault by clicking Controls on the Copy Cost Set dialog box and then selecting the Copy Work Center and Labor Class Costs check box and the Copy Subcontracting Costs check box.

Note: If you select the Copy Work Center and Labor Class Costs check box, all costs for work centers and labor classes on the site are copied from the selected cost set to the destination cost set. Similarly if you select the Copy Subcontracting Costs check box, all subcontracting costs for outside operations are copied from the selected cost set to the destination cost set. The subcontracting cost for a particular cost set can be entered from the Subcontracting Cost window.

There are several ways to quickly copy a part:

• You can set the part status of obsolete top parts with zero on-hand to Inactive (in the Inventory Part window), and then order a copy of active parts only. The Part Status field in the Copy Cost Set dialog box can be used for this purpose.
  
  Part Cost Group has a higher ranking compared to the Part Status.
  If the Part Cost Group is specified, then the system does not give consideration to the end items (top parts).
  If only the Part Status is specified, the system will just filter out the end items (top parts) to start with and if the Include Components check box is not selected, it will only copy the end items that fulfill the part status criteria. This might result in an unnecessary difference in shop order costing.
   
• You can do an incremental copy by clicking Controls on the Copy Cost Set dialog box and then selecting the Incremental Copy check box. This includes only the parts that fulfill the following criterion: Total Cost in Cost Set From<> Total Cost in Cost Set To. This can significantly speed up the copy process.
  
  If the Incremental Copy check box is selected, then the system always uses include components.

For supplier delivery overheads defined in the source cost set, in order to copy supplier delivery overhead into the destination cost set, it is required to have the Copy Supplier Delivery Overhead check box selected. This activity can be performed in the Copy Cost Set dialog box as well as the Part Cost and Part Costs windows.

Prerequisites

This activity has the following prerequisites:

• Cost sets must be defined.
• Sites must be defined.
• An inventory part with costs must be calculated in any cost set.

System Effects

As a result of this activity: 

• Cost sets are copied, overwriting the costs in the selected cost set.
• Inventory part costs can be compared between different cost sets. 
• For manufactured parts, the calculation adds costs of the components to the parent parts.
• The cost set estimated material cost of the destination cost set for all parts subjected to copying will be replaced with the costs of the source cost set.
• The part-specific general overheads, material overheads, sales overheads, purchase part delivery overheads and supplier for purchase part delivery overheads defined for the source cost set will be copied into the destination cost set. As a result, corresponding overhead records for the destination cost set will be created and can be seen in respective clients for such part connected overheads.
• For supplier delivery overheads, costs will be copied to the destination cost set only if the Copy Supplier Delivery Overhead check box is selected.

Window

Copy Cost Set
Part Cost
Part Costs

Related Window Descriptions

Copy Cost Set
Controls for Copy Cost Set
Part Cost
Part Costs

Procedure

To perform this activity in the Copy Cost Set dialog box:

1. Open the Copy Cost Set dialog box.
2. To change the default site, click List in the Site field and select the site whose costs you wish to copy from the List of Values.
3. In the Cost Set From field, click List and select the cost set whose costs you wish to copy from the List of Values. 
4. To copy costs from a group of parts, click List in the Cost Group field and select the part cost group whose parts you wish to copy.
5. To copy costs from a specific part, click List in the Part No field and select the part from the List of  Values.
6. If you specified a part in step 5, click List in the Struct. Alt. and Rout. Alt. fields and select the structures or routings whose costs you wish to copy.
7. In the Cost Set To field, click List and select the cost set whose costs you wish to copy.
8. Click Controls. The Controls for Copy Cost Set dialog box opens.
9. Select the required check boxes based on the controls you need to enable and click OK.
    
   • To copy costs for parts in the underlying structure, select the Include Components check box.
   • To copy only those parts whose costs have been approved, select the Only Copy Approved Parts check box.
   • To copy costs for configurable parts, select the Include Configurable Parts check box.
   • To copy only those parts that have a new total cost since the last copy operation, select the Incremental Copy check box.
   • To copy work center costs and labor class costs, select the Copy Work Center and Labor Class Costs check box.
   • To copy subcontracting costs, select the Copy Subcontracting Costs check box.
   • To copy supplier delivery overheads, select the Copy Supplier Delivery Overhead check box.
10. Click OK on the Copy Cost Set dialog box.

To perform this activity in the Part Cost or Part Costs window:

1. Open the Part Cost or Part Costs window.
2. Query for the part and cost set whose costs you wish to copy.
3. Right-click the header and then click Copy Cost Set. The Copy Cost Set dialog box opens.
4. Make sure that the relevant values for the particular part is available in the Part No, Struct Alt, Rout Alt, Site and Cost Set From fields.
5. Follow the steps 7 onwards listed above.