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implementation:manufacturing:costcalc

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implementation:manufacturing:costcalc [2018/05/09 07:14]
csuhaa remove unpriced items setting
implementation:manufacturing:costcalc [2018/06/05 08:42] (current)
csuhaa 18.2
Line 307: Line 307:
 === 2.5.2. Batch Updating Price Lists with Calculated Prices === === 2.5.2. Batch Updating Price Lists with Calculated Prices ===
 When the schemas are in place and all the manufactured products are associated with a price schema and a calculation schema, you can batch calculate the items and update the price lists based on the calculated values. When the schemas are in place and all the manufactured products are associated with a price schema and a calculation schema, you can batch calculate the items and update the price lists based on the calculated values.
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 +Select the ’Calculate Price Lists’ option. On the Opening Calculate Price Lists form define the date of the calculation. It is possible to narrow down the calculation to an item group, to selected items or to items with certain properties. Define the filters on the ’Group Name’ and ’Product From-To’ field or click on the Item Properties button to select the filtering item properties. ​
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 +In order to save the results of the calculation in the database, enable the ’Save Calculations’ button. ​
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 +Press the ‘Calculate’ button to calculate the price lists. ​
  
 {{ :​implementation:​manufacturing:​functional:​costcalc:​calcpricelist.png |}} {{ :​implementation:​manufacturing:​functional:​costcalc:​calcpricelist.png |}}
  
-In case default calculation schemas are not defined for any of the items to be calculated, an error message is displayed. ​When the calculation process is completed, the Calculated Prices form is opened. ​Pressing ​the Update button ​will update the prices ​of the items in the specified ​price list.+When the calculation process is completed, the Calculated Prices form is opened. ​On this screen every active inventory item that has a Bill of Materials is listed. Values for different price lists are displayed on separate lines.  
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 +By default the ‘Update It’ checkbox is checked if there is a difference between the old and the new price for the item in the given price lists. Press the Update’ button ​to update the prices ​to the new prices on every line where the ‘Update It’ checkbox is checked. 
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 +If the ‘Update Price Lists’ checkbox was enabled on the Calculate Price Lists form, the prices are automatically updated after the calculation. 
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 +It is also possible to update the standard cost for the items. If the ‘Update Price Lists’ checkbox is enabled, the ‘Update Standard Costs’ checkbox becomes active. In order to update the standard cost as well, check this checkbox and select the source ​price list from the ‘Std. Cost Price List’ dropdown menu.
  
 {{ :​implementation:​manufacturing:​functional:​costcalc:​calcprices.png |}} {{ :​implementation:​manufacturing:​functional:​costcalc:​calcprices.png |}}
  
 Pressing the Calculation Details button will open Product Tree Calculation Results form containing the details of calculations for all the items. Pressing the Calculation Details button will open Product Tree Calculation Results form containing the details of calculations for all the items.
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 ==== 2.6. Calculating Production Orders ==== ==== 2.6. Calculating Production Orders ====
 When a right-click menu is opened on Production Order form, the user may select the Calculate Production Order menu. When a right-click menu is opened on Production Order form, the user may select the Calculate Production Order menu.
implementation/manufacturing/costcalc.txt · Last modified: 2018/06/05 08:42 by csuhaa